Zotec Partners, LLC 401(K) Plan — Form 5500 plan (Zotec Partners, LLC)
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, Zotec Partners, LLC 401(K) Plan is a benefit plan reported by Zotec Partners, LLC under EIN 20-8762217 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,549 participants and $88,717,073 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zotec Partners, LLC
- EIN
- 20-8762217
- Plan number
- 001
- Plan type
- 2
- Location
- Carmel, IN
- Latest filing year
- 2023
- Participants
- 1,549
- End-of-year plan assets
- $88,717,073
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,549 | H, C | 20241008130819NAL0029948240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,717,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,717,073
- Net assets (BOY)
- $76,027,327
Income & contributions
- Employer contributions
- $2,109,179
- Participant contributions
- $6,640,359
- Total contributions
- $9,291,573
- Total income / additions
- $23,048,179
Expenses & distributions
- Benefits paid
- $10,136,021
- Administrative expenses
- $222,412
- Total expenses
- $10,358,433
- Net increase / (decrease)
- $12,689,746
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $121,278 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $64,412 | $0 | 2023 |
| Morgan Stanley Global Banking Oper | INVESTMENT ADVISOR | $29,487 | not reported in the loaded dataset | 2023 |
| Crowe Llp | ACCOUNTANT/AUDITOR | $7,235 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zotec Partners, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Carmel, IN
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Morgan Stanley Global Banking Oper — Schedule C compensation
- Crowe Llp — Schedule C compensation