2023 Form 5500 filing — Zenith Energy Terminals Holdings LLC 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 20241025095848NAL0000022307001) for Zenith Energy Terminals Holdings LLC 401(K) Plan, reported by Zenith Energy Terminals Holdings under EIN 26-0465469 and plan number 002. It reports 176 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)$7.9MReported net assets$7,885,273
Participants176
Provider compensation$55.9K2 Schedule C row(s)$55,904
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241025095848NAL0000022307001
Plan sponsor
Zenith Energy Terminals Holdings
EIN
26-0465469
Plan number
002
Location
Metuchen, NJ
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)$7.9M total assets
Net assets$7.9MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$3.6M
Benefits paid / distributions$3.5M
Contributions
Employer$391.3K
Participant$921.4K
Full reported line items
Total assets (EOY)
$7,885,273
Total liabilities (EOY)
$0
Net assets (EOY)
$7,885,273
Employer contributions
$391,332
Participant contributions
$921,394
Total income / additions
$2,717,556
Benefits paid
$3,516,246
Administrative expenses
$55,906
Total expenses
$3,578,987
Net increase / (decrease)
-$861,431

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adp, Inc.RECORD KEEPER$28,167$0
Principled Advisors, Inc.INVESTMENT/FINANCIAL ADVI$27,737$0

Related Form 5500 pages