Zeta Group Engineering LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Zeta Group Engineering 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, Zeta Group Engineering LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Zeta Group Engineering LLC under EIN 27-2909509 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $2,426,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zeta Group Engineering LLC
- EIN
- 27-2909509
- Plan number
- 001
- Plan type
- 2
- Location
- Wrightstown, WI
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $2,426,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240405092052NAL0017750705001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,426,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,426,679
- Net assets (BOY)
- $1,602,996
Income & contributions
- Employer contributions
- $58,537
- Participant contributions
- $142,374
- Total income / additions
- $825,274
Expenses & distributions
- Benefits paid
- $421
- Administrative expenses
- $1,170
- Total expenses
- $1,591
- Net increase / (decrease)
- $823,683
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.