2023 Form 5500 filing — Zippo And Affiliates 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 20241015093906NAL0016072755003) for Zippo And Affiliates 401(K) Plan, reported by Zippo Manufacturing Company under EIN 25-0920247 and plan number 002. It reports 1,195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093906NAL0016072755003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zippo Manufacturing Company
- EIN
- 25-0920247
- Plan number
- 002
- Location
- Bradford, PA
- Participants
- 1,195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,842,131
- Net assets (EOY)
- $108,842,131
- Employer contributions
- $3,667,713
- Participant contributions
- $4,746,341
- Total income / additions
- $24,395,039
- Benefits paid
- $9,664,805
- Administrative expenses
- $129,083
- Total expenses
- $9,793,888
- Net increase / (decrease)
- $14,601,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $128,524 | $3,250 |
| Gallagher Fiduciary Advisors | CONSULTANT | $0 | $15,932 |
| Schneider Downs & Co., Inc. | PLAN AUDITOR | $0 | $15,300 |
| Morningstar Investment Managment | INVESTMENT ADVISOR | $0 | $0 |