2023 Form 5500 filing — Zelle Llp Profit Sharing/401(K) 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 20241010134429NAL0034179664001) for Zelle Llp Profit Sharing/401(K) Plan, reported by Zelle Llp under EIN 94-3073879 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134429NAL0034179664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zelle Llp
- EIN
- 94-3073879
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,070,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,070,761
- Employer contributions
- $1,710,617
- Participant contributions
- $1,463,256
- Total income / additions
- $13,486,430
- Benefits paid
- $858,512
- Administrative expenses
- $70,626
- Total expenses
- $949,962
- Net increase / (decrease)
- $12,536,468
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $60,282 | $0 |
| Bergankdv Ltd | OTHER | $8,503 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,842 | not reported in the loaded dataset |