2023 Form 5500 filing — Zeus Fire & Security Retirement 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 20250523192314NAL0006133856001) for Zeus Fire & Security Retirement Plan, reported by Zeus Fire And Security LLC under EIN 87-3948330 and plan number 001. It reports 415 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)$17.7MReported net assets$17,654,135
Participants415
Provider compensation$38.6K4 Schedule C row(s)$38,635
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250523192314NAL0006133856001
- Plan sponsor
- Zeus Fire And Security LLC
- EIN
- 87-3948330
- Plan number
- 001
- Location
- Paoli, PA
- 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)$17.7M total assets
Net assets$17.7MLiabilities$11.4K
Full reported line items
- Total assets (EOY)
- $17,665,585
- Total liabilities (EOY)
- $11,450
- Net assets (EOY)
- $17,654,135
- Employer contributions
- $194,640
- Participant contributions
- $741,819
- Total income / additions
- $1,929,947
- Benefits paid
- $1,166,468
- Administrative expenses
- $38,618
- Total expenses
- $1,206,096
- Net increase / (decrease)
- $723,851
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $23,563 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $15,055 | $0 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $17 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |