2023 Form 5500 filing — Zters, 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 20241015150529NAL0028872145001) for Zters, Inc. 401(K) Profit Sharing Plan, reported by Zters, Inc. Dba Waste Value under EIN 27-0743036 and plan number 001. It reports 209 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)$4.6MReported net assets$4,596,891
Participants209
Provider compensation$14.3K2 Schedule C row(s)$14,302
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015150529NAL0028872145001
Plan sponsor
Zters, Inc. Dba Waste Value
EIN
27-0743036
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$4.6M total assets
Net assets$4.6MLiabilities
Money in vs. money out
Total income / additions$461.8K
Total expenses$5M
Benefits paid / distributions$5M
Contributions
Employer$350.7K
Participant$523.9K
Full reported line items
Total assets (EOY)
$4,596,891
Net assets (EOY)
$4,596,891
Employer contributions
$350,685
Participant contributions
$523,851
Total income / additions
$461,777
Benefits paid
$5,027,010
Administrative expenses
$4,419
Total expenses
$5,031,429
Net increase / (decrease)
-$4,569,652
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $0 · Indirect $13K
  2. 2
    SERVICE PROVIDER · Direct $1.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015150529NAL0028872145001 cover?
It is the 2023 Form 5500 filing for Zters, Inc. 401(K) Profit Sharing Plan, reported by Zters, Inc. Dba Waste Value (EIN 27-0743036).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages