2023 Form 5500 filing — Z, Inc. Employee Stock Ownership 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 20241011163720NAL0022348257001) for Z, Inc. Employee Stock Ownership Plan, reported by Z, Inc. under EIN 52-1285518 and plan number 002. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$11.6MReported net assets-$11,604,175
Participants42
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011163720NAL0022348257001
Plan sponsor
Z, Inc.
EIN
52-1285518
Plan number
002
Location
Greenbelt, MD
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$10K total assets
Net assets-$11.6MLiabilities$11.6M
Money in vs. money out
Total income / additions$792K
Total expenses$308.8K
Benefits paid / distributionsNot reported
Contributions
Employer$792K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$10,000
Total liabilities (EOY)
$11,614,175
Net assets (EOY)
-$11,604,175
Employer contributions
$791,956
Total income / additions
$791,956
Total expenses
$308,827
Net increase / (decrease)
$483,129

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011163720NAL0022348257001 cover?
It is the 2023 Form 5500 filing for Z, Inc. Employee Stock Ownership Plan, reported by Z, Inc. (EIN 52-1285518).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages