Zilber Ltd. Employee Savings Plan — Form 5500 plan (Zilber Ltd.)
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, Zilber Ltd. Employee Savings Plan is a benefit plan reported by Zilber Ltd. under EIN 39-1472959 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $75,981,089 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$76MPlan net assets, end of year$75,977,114
Participants337Covered participants reported
Assets / participant$225.5KComputed: assets ÷ participants$225,463 (computed)
Provider compensation$89.9K2 Schedule C provider row(s)$89,860
- Plan sponsor
- Zilber Ltd.
- EIN
- 39-1472959
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 337 | H, C | 20240909103509NAL0007775040001 |
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)$76M total assets
Net assets$76MLiabilities$4K
Full reported line items
Net assets
- Total assets (EOY)
- $75,981,089
- Total liabilities (EOY)
- $3,975
- Net assets (EOY)
- $75,977,114
- Net assets (BOY)
- $64,166,744
Income & contributions
- Employer contributions
- $603,356
- Participant contributions
- $2,572,365
- Total contributions
- $3,187,337
- Total income / additions
- $14,847,854
Expenses & distributions
- Benefits paid
- $2,947,624
- Administrative expenses
- $89,860
- Total expenses
- $3,037,484
- Net increase / (decrease)
- $11,810,370
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.
19%81%
Employer 19%Participant 81%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Francis Investment Counsel | NONE | $57,554 | not reported in the loaded dataset | 2023 |
| Associated Trust Company, N.A. | NONE | $32,306 | $0 | 2023 |