2023 Form 5500 filing — Zook Interiors, LLC Employee Benefits 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 20250219125856NAL0003465747001) for Zook Interiors, LLC Employee Benefits Plan, reported by Zook Interiors, LLC under EIN 20-0546829 and plan number 501. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250219125856NAL0003465747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zook Interiors, LLC
- EIN
- 20-0546829
- Plan number
- 501
- Location
- Ephrata, PA
- Participants
- 41
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,649
- Total liabilities (EOY)
- $36,621
- Net assets (EOY)
- -$17,972
- Employer contributions
- $632,334
- Participant contributions
- $171,918
- Total income / additions
- $807,317
- Benefits paid
- $414,918
- Administrative expenses
- $3,192
- Total expenses
- $912,239
- Net increase / (decrease)
- -$104,922
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Benecon Group | BROKER | $14,518 | not reported in the loaded dataset |
| Harding-Yost Insurance | BROKER | $14,254 | not reported in the loaded dataset |
| Capital Blue Cross | ADMIN | $3,192 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $3,103 | not reported in the loaded dataset |