Roger Zatkoff Company Employees' Profit Sharing Retirement Plan — Form 5500 plan (Roger Zatkoff 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, Roger Zatkoff Company Employees' Profit Sharing Retirement Plan is a benefit plan reported by Roger Zatkoff Company under EIN 38-1683798 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $148,152,160 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Roger Zatkoff Company
- EIN
- 38-1683798
- Plan number
- 001
- Plan type
- 2
- Location
- Farmington Hills, MI
- Latest filing year
- 2023
- Participants
- 273
- End-of-year plan assets
- $148,152,160
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 273 | H, C | 20250310183322NAL0016477233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $148,152,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,152,160
- Net assets (BOY)
- $125,667,858
Income & contributions
- Employer contributions
- $5,012,836
- Participant contributions
- $0
- Total contributions
- $5,012,836
- Total income / additions
- $27,278,625
Expenses & distributions
- Benefits paid
- $4,778,656
- Administrative expenses
- $15,667
- Total expenses
- $4,794,323
- Net increase / (decrease)
- $22,484,302
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $15,667 | $0 | 2023 |