2023 Form 5500 filing — Z & M Sheet Metal, Inc. Group Medical 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 20250401094202NAL0010673712001) for Z & M Sheet Metal, Inc. Group Medical Plan, reported by Z & M Sheet Metal, Inc. under EIN 54-0808788 and plan number 503. It reports 98 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)-$300.8KReported net assets-$300,800
Participants98
Provider compensation$141.3K4 Schedule C row(s)$141,260
Schedules filedSchedule I, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250401094202NAL0010673712001
- Plan sponsor
- Z & M Sheet Metal, Inc.
- EIN
- 54-0808788
- Plan number
- 503
- Location
- Chantilly, VA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$196K total assets
Net assets-$300.8KLiabilities$496.8K
Full reported line items
- Total assets (EOY)
- $196,035
- Total liabilities (EOY)
- $496,835
- Net assets (EOY)
- -$300,800
- Employer contributions
- $983,299
- Participant contributions
- $414,120
- Total income / additions
- $1,397,962
- Benefits paid
- $560,774
- Administrative expenses
- $81,101
- Total expenses
- $1,019,479
- Net increase / (decrease)
- $378,483
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Umr | ADMIN | $81,101 | not reported in the loaded dataset |
| Brown & Brown Agency Of Virginia | BROKER | $33,180 | not reported in the loaded dataset |
| The Benecon Group, LLC | BROKER | $21,803 | not reported in the loaded dataset |
| Connectcare3 | PATIENT ADVOCATE | $5,176 | not reported in the loaded dataset |