2023 Form 5500 filing — Zimmer Gunsul Frasca Architects Llp 401(K) Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002173754NAL0009243745001) for Zimmer Gunsul Frasca Architects Llp 401(K) Savings Plan, reported by Zimmer Gunsul Frasca Architects Llp under EIN 93-0677469 and plan number 001. It reports 988 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$136MReported net assets$135,992,727
Participants988
Provider compensation$107.3K2 Schedule C row(s)$107,281
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002173754NAL0009243745001
Plan sponsor
Zimmer Gunsul Frasca Architects Llp
EIN
93-0677469
Plan number
001
Location
Portland, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$136M total assets
Net assets$136MLiabilities$0
Money in vs. money out
Total income / additions$34.9M
Total expenses$7.5M
Benefits paid / distributions$7.4M
Contributions
Employer$1.7M
Participant$8.1M
Full reported line items
Total assets (EOY)
$135,992,727
Total liabilities (EOY)
$0
Net assets (EOY)
$135,992,727
Employer contributions
$1,691,001
Participant contributions
$8,060,494
Total income / additions
$34,884,657
Benefits paid
$7,431,642
Administrative expenses
$107,281
Total expenses
$7,538,923
Net increase / (decrease)
$27,345,734
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Milliman$91.1K
    NONE · Direct $91.1K
  2. 2
    NONE · Direct $16.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002173754NAL0009243745001 cover?
It is the 2023 Form 5500 filing for Zimmer Gunsul Frasca Architects Llp 401(K) Savings Plan, reported by Zimmer Gunsul Frasca Architects Llp (EIN 93-0677469).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages