2023 Form 5500 filing — Zf North America, Inc. 401(K) Savings 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 20241014134338NAL0015035811001) for Zf North America, Inc. 401(K) Savings Plan, reported by Zf North America, Inc. under EIN 61-1462969 and plan number 002. It reports 14,173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134338NAL0015035811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zf North America, Inc.
- EIN
- 61-1462969
- Plan number
- 002
- Location
- Northville, MI
- Participants
- 14,173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,829,232,272
- Total liabilities (EOY)
- $136
- Net assets (EOY)
- $1,829,232,136
- Employer contributions
- $46,755,201
- Participant contributions
- $72,956,810
- Total income / additions
- $427,620,582
- Benefits paid
- $168,953,650
- Administrative expenses
- $1,160,718
- Total expenses
- $170,235,311
- Net increase / (decrease)
- $257,385,271
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $718,961 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $400,617 | $0 |
| Mercer Investments LLC | CONSULTANT | $37,220 | not reported in the loaded dataset |
| Plante & Moran | ACCOUNTANT/AUDITOR | $7,500 | not reported in the loaded dataset |