2023 Form 5500 filing — Zemba Bros., 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 20241015121105NAL0014585571001) for Zemba Bros., Inc. 401(K) Profit Sharing Plan, reported by Zemba Bros., Inc. under EIN 06-1669800 and plan number 001. It reports 218 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121105NAL0014585571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zemba Bros., Inc.
- EIN
- 06-1669800
- Plan number
- 001
- Location
- Zanesville, OH
- Participants
- 218
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,552,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,552,967
- Employer contributions
- $565,832
- Participant contributions
- $544,803
- Total income / additions
- $2,161,991
- Benefits paid
- $522,283
- Administrative expenses
- $61,817
- Total expenses
- $584,100
- Net increase / (decrease)
- $1,577,891
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $30,734 | $0 |
| Equitable Advisors, LLC | INVESTMENT ADVISORY-PLAN | $21,891 | not reported in the loaded dataset |
| Qualified Pension Consultants, Inc. | RECORDKEEPER | $8,700 | $1,114 |