2023 Form 5500 filing — M. Simon Zook 401(K) Profit Sharing 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 20250618071445NAL0001162467001) for M. Simon Zook 401(K) Profit Sharing Plan, reported by M. Simon Zook Co. under EIN 23-1496543 and plan number 001. It reports 269 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)$8.3MReported net assets$8,287,587
Participants269
Provider compensation$70.7K2 Schedule C row(s)$70,702
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250618071445NAL0001162467001
- Plan sponsor
- M. Simon Zook Co.
- EIN
- 23-1496543
- Plan number
- 001
- Location
- Honeybrook, 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)$8.3M total assets
Net assets$8.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,287,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,287,587
- Employer contributions
- $95,702
- Participant contributions
- $567,810
- Total income / additions
- $2,401,266
- Benefits paid
- $929,634
- Administrative expenses
- $72,592
- Total expenses
- $1,002,226
- Net increase / (decrease)
- $1,399,040
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Comprehensive Companies | INVESTMENT ADVISOR | $42,996 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | TPA | $27,706 | not reported in the loaded dataset |