2023 Form 5500 filing — Zdg/Hec 401(K) 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 20241014141430NAL0053902386001) for Zdg/Hec 401(K) Plan, reported by Zimmerman Architectural Studios, Inc. under EIN 39-1101911 and plan number 003. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.6MReported net assets$12,556,937
Participants128
Provider compensation$38.1K2 Schedule C row(s)$38,112
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014141430NAL0053902386001
- Plan sponsor
- Zimmerman Architectural Studios, Inc.
- EIN
- 39-1101911
- Plan number
- 003
- Location
- Milwaukee, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.6M total assets
Net assets$12.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,556,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,556,937
- Employer contributions
- $45,161
- Participant contributions
- $824,291
- Total income / additions
- $2,861,364
- Benefits paid
- $771,395
- Administrative expenses
- $38,337
- Total expenses
- $809,732
- Net increase / (decrease)
- $2,051,632
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors Inc | ADVISOR | $28,867 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $9,245 | $0 |