2023 Form 5500 filing — Zuern Building Products, 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 20241004095159NAL0006572147001) for Zuern Building Products, Inc 401(K) Profit Sharing Plan, reported by Zuern Building Products, Inc under EIN 39-1140928 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004095159NAL0006572147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zuern Building Products, Inc
- EIN
- 39-1140928
- Plan number
- 001
- Location
- Slinger, WI
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,887,002
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,887,002
- Employer contributions
- $1,025,962
- Participant contributions
- $1,234,850
- Total income / additions
- $4,922,906
- Benefits paid
- $1,920,543
- Administrative expenses
- $93,119
- Total expenses
- $2,013,662
- Net increase / (decrease)
- $2,909,244
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $90,493 | $0 |
| Woodbury Financial Services | OTHER SERVICES | $0 | $34,923 |
| Merit Financial Advisors | INVESTMENT ADVISORY | $0 | $14,466 |
| Pension Consultants, Inc | OTHER SERVICES | $2,625 | $7,287 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |