2023 Form 5500 filing — Zober Industries, 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 20241014111120NAL0026008369001) for Zober Industries, Inc. 401(K) Profit Sharing Plan, reported by Zober Industries, Inc. under EIN 23-2082473 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014111120NAL0026008369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zober Industries, Inc.
- EIN
- 23-2082473
- Plan number
- 001
- Location
- Croydon, PA
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,757,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,757,983
- Employer contributions
- $83,159
- Participant contributions
- $325,905
- Total income / additions
- $1,747,251
- Benefits paid
- $1,168,422
- Administrative expenses
- $8,099
- Total expenses
- $1,176,521
- Net increase / (decrease)
- $570,730
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott LLC | INVESTMENT ADVISOR | $20,890 | not reported in the loaded dataset |
| The Retirement Advantage Inc | CONTRACT ADMIN. | $12,211 | not reported in the loaded dataset |
| Dunlap & Associates Pc | AUDITOR | $10,500 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $775 | $0 |