Plan5500

Zyscovich Aia Profit Sharing Plan — Form 5500 plan (Zyscovich Aia)

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, Zyscovich Aia Profit Sharing Plan is a benefit plan reported by Zyscovich Aia under EIN 59-2754852 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zyscovich Aia
EIN
59-2754852
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
154
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20250729095012NAL0001489555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$9,718,716

Income & contributions

Total contributions
$6,779
Total income / additions
$235,988

Expenses & distributions

Benefits paid
$12,076
Administrative expenses
$11,879
Total expenses
$23,955
Net increase / (decrease)
$212,033

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$1,156$02023
Provenance Wealth AdvisorsINVESTMENT ADVISOR$440not reported in the loaded dataset2023
DefinitiTHIRD PARTY ADMINISTRATO$0$1382023

Related Form 5500 pages