Zartman Construction, Inc. Retirement Plan — Form 5500 plan (Zartman Construction, 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, Zartman Construction, Inc. Retirement Plan is a benefit plan reported by Zartman Construction, Inc. under EIN 23-2003724 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $14,243,753 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zartman Construction, Inc.
EIN
23-2003724
Plan number
002
Plan type
2
Location
Northumberland, PA
Latest filing year
2023
Participants
163
End-of-year plan assets
$14,243,753

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20250606094037NAL0012561313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,243,753
Total liabilities (EOY)
$0
Net assets (EOY)
$14,243,753
Net assets (BOY)
$10,974,052

Income & contributions

Employer contributions
$525,205
Participant contributions
$618,832
Total contributions
$1,144,037
Total income / additions
$4,269,679

Expenses & distributions

Benefits paid
$937,231
Administrative expenses
$62,747
Total expenses
$999,978
Net increase / (decrease)
$3,269,701

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fulton Financial AdvisorsNONE$62,747not reported in the loaded dataset2023

Related Form 5500 pages