Zeigler Auto Group, Inc. Employee'S 401(K) Plan — Form 5500 plan (Zeigler Auto Group, Inc.)

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, Zeigler Auto Group, Inc. Employee'S 401(K) Plan is a benefit plan reported by Zeigler Auto Group, Inc. under EIN 38-3567114 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,539 participants and $65,208,157 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zeigler Auto Group, Inc.
EIN
38-3567114
Plan number
001
Plan type
2
Location
Kalamazoo, MI
Latest filing year
2023
Participants
3,539
End-of-year plan assets
$65,208,157

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,539H, C20241015111210NAL0055717138001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,208,157
Total liabilities (EOY)
$0
Net assets (EOY)
$65,208,157
Net assets (BOY)
$48,260,278

Income & contributions

Employer contributions
$508,257
Participant contributions
$9,111,535
Total contributions
$11,574,779
Total income / additions
$21,564,814

Expenses & distributions

Benefits paid
$4,251,767
Administrative expenses
$365,137
Total expenses
$4,616,935
Net increase / (decrease)
$16,947,879

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenleaf TrustTRUSTEE$365,136not reported in the loaded dataset2023

Related Form 5500 pages