M. Simon Zook 401(K) Profit Sharing Plan — Form 5500 plan (M. Simon Zook Co.)
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, M. Simon Zook 401(K) Profit Sharing Plan is a benefit plan reported by M. Simon Zook Co. under EIN 23-1496543 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $8,287,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- M. Simon Zook Co.
- EIN
- 23-1496543
- Plan number
- 001
- Plan type
- 2
- Location
- Honeybrook, PA
- Latest filing year
- 2023
- Participants
- 269
- End-of-year plan assets
- $8,287,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 269 | H, C | 20250618071445NAL0001162467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,287,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,287,587
- Net assets (BOY)
- $6,888,547
Income & contributions
- Employer contributions
- $95,702
- Participant contributions
- $567,810
- Total contributions
- $664,288
- Total income / additions
- $2,401,266
Expenses & distributions
- Benefits paid
- $929,634
- Administrative expenses
- $72,592
- Total expenses
- $1,002,226
- Net increase / (decrease)
- $1,399,040
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Comprehensive Companies | INVESTMENT ADVISOR | $42,996 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, LLC | TPA | $27,706 | not reported in the loaded dataset | 2023 |