Zonar Systems Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Zonar Systems 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, Zonar Systems Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Zonar Systems Inc under EIN 26-0499050 and plan number 001. The latest loaded filing year is 2023. The filing reports 540 participants and $33,834,640 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zonar Systems Inc
EIN
26-0499050
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
540
End-of-year plan assets
$33,834,640

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023540H, C20240912152402NAL0014991648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,834,640
Total liabilities (EOY)
$0
Net assets (EOY)
$33,834,640
Net assets (BOY)
$25,735,301

Income & contributions

Employer contributions
$2,001,427
Participant contributions
$4,039,895
Total contributions
$6,472,350
Total income / additions
$11,530,557

Expenses & distributions

Benefits paid
$3,321,479
Administrative expenses
$107,141
Total expenses
$3,431,218
Net increase / (decrease)
$8,099,339

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trutina Financial, LLCADVISOR$57,734not reported in the loaded dataset2023
Paychex, Inc.RECORDKEEPER$45,207not reported in the loaded dataset2023

Related Form 5500 pages