Zampell Companies Profit Sharing/401(K) Plan — Form 5500 plan (Zampell Refractories, Inc.)

Plain-English plan 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, Zampell Companies Profit Sharing/401(K) Plan is a benefit plan reported by Zampell Refractories, Inc. under EIN 04-2389365 and plan number 002. The latest loaded filing year is 2023. The filing reports 282 participants and $28,174,615 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zampell Refractories, Inc.
EIN
04-2389365
Plan number
002
Plan type
2
Location
Newburyport, MA
Latest filing year
2023
Participants
282
End-of-year plan assets
$28,174,615

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023282H, C20240917141650NAL0004188192001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,174,615
Total liabilities (EOY)
$0
Net assets (EOY)
$28,174,615
Net assets (BOY)
$24,306,532

Income & contributions

Employer contributions
$208,639
Participant contributions
$1,743,758
Total contributions
$1,952,397
Total income / additions
$5,909,018

Expenses & distributions

Benefits paid
$2,035,867
Administrative expenses
$5,055
Total expenses
$2,040,935
Net increase / (decrease)
$3,868,083

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$5,055$02023

Related Form 5500 pages