2023 Form 5500 filing — Zick Business Advisors, Inc. Esop

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 20250404140512NAL0013520033001) for Zick Business Advisors, Inc. Esop, reported by Zick Business Advisors, Inc. under EIN 84-0625486 and plan number 003. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$487.7KReported net assets$487,695
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250404140512NAL0013520033001
Plan sponsor
Zick Business Advisors, Inc.
EIN
84-0625486
Plan number
003
Location
Englewood, CO
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$487.7K total assets
Net assets$487.7KLiabilities
Full reported line items
Total assets (EOY)
$487,695
Net assets (EOY)
$487,695
Total income / additions
-$241,449
Net increase / (decrease)
-$241,449

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250404140512NAL0013520033001 cover?
It is the 2023 Form 5500 filing for Zick Business Advisors, Inc. Esop, reported by Zick Business Advisors, Inc. (EIN 84-0625486).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages