Zingermans Community Of Businesses Employees 401k Plan — Form 5500 plan (Zingermans Community Of Businesses)
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, Zingermans Community Of Businesses Employees 401k Plan is a benefit plan reported by Zingermans Community Of Businesses under EIN 38-2409230 and plan number 001. The latest loaded filing year is 2023. The filing reports 623 participants and $15,177,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zingermans Community Of Businesses
- EIN
- 38-2409230
- Plan number
- 001
- Plan type
- 3
- Location
- Ann Arbor, MI
- Latest filing year
- 2023
- Participants
- 623
- End-of-year plan assets
- $15,177,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 623 | H, C | 20241014132226NAL0026250257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,177,949
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,177,949
- Net assets (BOY)
- $12,148,809
Income & contributions
- Employer contributions
- $141,033
- Participant contributions
- $1,101,950
- Total contributions
- $1,265,576
- Total income / additions
- $3,645,982
Expenses & distributions
- Benefits paid
- $535,414
- Administrative expenses
- $81,428
- Total expenses
- $616,842
- Net increase / (decrease)
- $3,029,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $48,324 | $0 | 2023 |
| Venture Visionary Partners LLC | INVESTMENT ADVISOR | $32,906 | not reported in the loaded dataset | 2023 |
| The Benefit Advantage | CONTRACT ADMIN | $12,152 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGR | $1,453 | not reported in the loaded dataset | 2023 |
| Other | OTHER | $28 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zingermans Community Of Businesses
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Ann Arbor, MI
- Empower Annuity Insurance Company O — Schedule C compensation
- Venture Visionary Partners LLC — Schedule C compensation
- The Benefit Advantage — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Other — Schedule C compensation