Plan5500

Zest Anchors, LLC 401(K) Plan — Form 5500 plan (Zest Anchors, 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, Zest Anchors, LLC 401(K) Plan is a benefit plan reported by Zest Anchors, LLC under EIN 27-1463784 and plan number 002. The latest loaded filing year is 2023. The filing reports 327 participants and $18,737,650 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zest Anchors, LLC
EIN
27-1463784
Plan number
002
Plan type
2
Location
Carlsbad, CA
Latest filing year
2023
Participants
327
End-of-year plan assets
$18,737,650

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023327H, C20241008154345NAL0008536355001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,737,650
Total liabilities (EOY)
$0
Net assets (EOY)
$18,737,650
Net assets (BOY)
$16,110,248

Income & contributions

Employer contributions
$473,162
Participant contributions
$1,236,061
Total contributions
$1,766,653
Total income / additions
$4,868,570

Expenses & distributions

Benefits paid
$2,199,387
Administrative expenses
$41,781
Total expenses
$2,241,168
Net increase / (decrease)
$2,627,402

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Light Retirement, LLCINVESTMENT ADVISORY$22,246$42023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$19,466$02023

Related Form 5500 pages