2023 Form 5500 filing — Zehrco-Giancola Composites, Inc. 401(K) Profit Sharing 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 20241003104138NAL0004796115001) for Zehrco-Giancola Composites, Inc. 401(K) Profit Sharing Plan, reported by Zehrco-Giancola Composites, Inc. under EIN 75-3116035 and plan number 001. It reports 393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003104138NAL0004796115001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zehrco-Giancola Composites, Inc.
- EIN
- 75-3116035
- Plan number
- 001
- Location
- Ashtabula, OH
- Participants
- 393
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,619,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,619,775
- Employer contributions
- $330,952
- Participant contributions
- $994,587
- Total income / additions
- $3,554,343
- Benefits paid
- $1,788,483
- Administrative expenses
- $27,640
- Total expenses
- $1,830,257
- Net increase / (decrease)
- $1,724,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $21,120 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $4,613 | $0 |
| Ameriprise Financial Services Inc | ADVISOR | $1,907 | not reported in the loaded dataset |