The C.W. Zumbiel Company 401(K) Savings & Profit Sharing Plan — Form 5500 plan (The C.W. Zumbiel Company)
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, The C.W. Zumbiel Company 401(K) Savings & Profit Sharing Plan is a benefit plan reported by The C.W. Zumbiel Company under EIN 31-0499900 and plan number 002. The latest loaded filing year is 2023. The filing reports 377 participants and $29,530,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The C.W. Zumbiel Company
- EIN
- 31-0499900
- Plan number
- 002
- Plan type
- 2
- Location
- Hebron, KY
- Latest filing year
- 2023
- Participants
- 377
- End-of-year plan assets
- $29,530,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20241010114853NAL0040615986001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,530,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,530,414
- Net assets (BOY)
- $25,114,907
Income & contributions
- Employer contributions
- $309,475
- Participant contributions
- $985,159
- Total contributions
- $1,324,319
- Total income / additions
- $6,877,147
Expenses & distributions
- Benefits paid
- $2,350,082
- Administrative expenses
- $111,558
- Total expenses
- $2,461,640
- Net increase / (decrease)
- $4,415,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcf Advisors LLC | INVESTMENT ADVISOR | $65,902 | not reported in the loaded dataset | 2023 |
| The C.W. Zumbiel Company | OTHER | $28,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,084 | $0 | 2023 |