2023 Form 5500 filing — Zimmerman Marine, 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 20241014091759NAL0043960064001) for Zimmerman Marine, Inc. Employee Stock Ownership Plan, reported by Zimmerman Marine, Inc. under EIN 54-1181048 and plan number 002. It reports 70 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.4MReported net assets$2,411,362
Participants70
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014091759NAL0043960064001
Plan sponsor
Zimmerman Marine, Inc.
EIN
54-1181048
Plan number
002
Location
Cardinal, VA
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)$2.5M total assets
Net assets$2.4MLiabilities$68.6K
Money in vs. money out
Total income / additions$197.9K
Total expenses$44K
Benefits paid / distributions$42.5K
Contributions
Employer$27.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,479,986
Total liabilities (EOY)
$68,624
Net assets (EOY)
$2,411,362
Employer contributions
$27,668
Total income / additions
$197,924
Benefits paid
$42,473
Administrative expenses
$15
Total expenses
$44,035
Net increase / (decrease)
$153,889

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014091759NAL0043960064001 cover?
It is the 2023 Form 5500 filing for Zimmerman Marine, Inc. Employee Stock Ownership Plan, reported by Zimmerman Marine, Inc. (EIN 54-1181048).
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