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, Zuckerman Gravely Management, Inc. 401(K) Retirement Plan is a benefit plan reported by Zuckerman Gravely Management, Inc. under EIN 52-1804940 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $9,812,041 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,812,041
- Net assets (EOY)
- $9,812,041
- Net assets (BOY)
- $9,114,221
Income & contributions
- Employer contributions
- $226,183
- Participant contributions
- $357,924
- Total contributions
- $584,107
- Total income / additions
- $2,382,749
Expenses & distributions
- Benefits paid
- $1,670,968
- Administrative expenses
- $3,645
- Total expenses
- $1,684,929
- Net increase / (decrease)
- $697,820