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, Z.V. Pate Group Retirement Savings & Profit Sharing Plan is a benefit plan reported by Z.V. Pate, Inc. under EIN 56-0350280 and plan number 333. The latest loaded filing year is 2023. The filing reports 629 participants and $30,312,533 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,312,533
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,312,533
- Net assets (BOY)
- $31,190,115
Income & contributions
- Employer contributions
- $600,703
- Participant contributions
- $825,526
- Total contributions
- $1,426,229
- Total income / additions
- $5,866,417
Expenses & distributions
- Benefits paid
- $6,609,599
- Administrative expenses
- $125,700
- Total expenses
- $6,743,999
- Net increase / (decrease)
- -$877,582