2023 Form 5500 filing — Zyscovich Aia 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 20250729095012NAL0001489555001) for Zyscovich Aia Profit Sharing Plan, reported by Zyscovich Aia under EIN 59-2754852 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250729095012NAL0001489555001
Filing year
2023
Form type
2
Plan sponsor
Zyscovich Aia
EIN
59-2754852
Plan number
001
Location
Miami, FL
Participants
154
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$235,988
Benefits paid
$12,076
Administrative expenses
$11,879
Total expenses
$23,955
Net increase / (decrease)
$212,033
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance CompanyRECORDKEEPER$1,156$0
Provenance Wealth AdvisorsINVESTMENT ADVISOR$440not reported in the loaded dataset
DefinitiTHIRD PARTY ADMINISTRATO$0$138

Related Form 5500 pages