2023 Form 5500 filing — Zoeller Company Retirement Savings Plan And Trust
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 20241013215034NAL0012668595001) for Zoeller Company Retirement Savings Plan And Trust, reported by Zoeller Company under EIN 61-0495071 and plan number 001. It reports 1,003 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013215034NAL0012668595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zoeller Company
- EIN
- 61-0495071
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 1,003
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $106,698,427
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $106,698,427
- Employer contributions
- $3,824,468
- Participant contributions
- $1,908,203
- Total income / additions
- $22,211,722
- Benefits paid
- $11,093,943
- Administrative expenses
- $60,570
- Total expenses
- $11,166,260
- Net increase / (decrease)
- $11,045,462
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $49,640 | not reported in the loaded dataset |
| Morgan Stanley Wealth Management | NONE | $10,930 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |