Ziegler Companies Retirement Savings Plan — Form 5500 plan (Ziegler Companies)
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, Ziegler Companies Retirement Savings Plan is a benefit plan reported by Ziegler Companies under EIN 34-0636150 and plan number 001. The latest loaded filing year is 2023. The filing reports 378 participants and $6,954,557 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ziegler Companies
- EIN
- 34-0636150
- Plan number
- 001
- Plan type
- 2
- Location
- Massillon, OH
- Latest filing year
- 2023
- Participants
- 378
- End-of-year plan assets
- $6,954,557
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 378 | H, C | 20241007100809NAL0015913041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,954,557
- Total liabilities (EOY)
- $83,715
- Net assets (EOY)
- $6,870,842
- Net assets (BOY)
- $6,414,064
Income & contributions
- Employer contributions
- $37,465
- Participant contributions
- $355,097
- Total contributions
- $392,562
- Total income / additions
- $1,371,017
Expenses & distributions
- Benefits paid
- $784,993
- Administrative expenses
- $7,901
- Total expenses
- $914,239
- Net increase / (decrease)
- $456,778
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beacon Financial Group | OTHER FEES | $0 | $16,453 | 2023 |
| Trinity Pension Consultants Inc | OTHER SERVICES | $0 | $3,279 | 2023 |
| Maloney Novotny | OTHER FEES | $2,359 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Mgmt | INVESTMENT ADVISORY | $851 | $1,074 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ziegler Companies
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Massillon, OH
- Beacon Financial Group — Schedule C compensation
- Trinity Pension Consultants Inc — Schedule C compensation
- Maloney Novotny — Schedule C compensation
- Morningstar Investment Mgmt — Schedule C compensation