Zepf Center Retirement Savings Plan — Form 5500 plan (Zepf Center)
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, Zepf Center Retirement Savings Plan is a benefit plan reported by Zepf Center under EIN 34-1168947 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $20,950,769 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21MPlan net assets, end of year$20,950,769
Participants575Covered participants reported
Assets / participant$36.4KComputed: assets ÷ participants$36,436 (computed)
Provider compensation$141.5K3 Schedule C provider row(s)$141,463
- Plan sponsor
- Zepf Center
- EIN
- 34-1168947
- Plan number
- 001
- Plan type
- 2
- Location
- Toledo, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20250414142322NAL0001828657001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$21M total assets
Net assets$21MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $20,950,769
- Net assets (EOY)
- $20,950,769
- Net assets (BOY)
- $20,194,417
Income & contributions
- Employer contributions
- $819,344
- Participant contributions
- $1,579,787
- Total contributions
- $2,407,873
- Total income / additions
- $5,205,746
Expenses & distributions
- Benefits paid
- $4,300,748
- Administrative expenses
- $141,464
- Total expenses
- $4,449,394
- Net increase / (decrease)
- $756,352
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income83%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $141,463 | $0 | 2023 |
| Pension Innovations & Co | CONTRACT ADMI NISTRATOR | $0 | $0 | 2023 |
| Sjs Investment Services | INVESTMENT AD | $0 | $0 | 2023 |