Zoeller Company Retirement Savings Plan And Trust — Form 5500 plan (Zoeller Company)

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, Zoeller Company Retirement Savings Plan And Trust is a benefit plan reported by Zoeller Company under EIN 61-0495071 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,003 participants and $106,698,427 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zoeller Company
EIN
61-0495071
Plan number
001
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
1,003
End-of-year plan assets
$106,698,427

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,003H, C20241013215034NAL0012668595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$106,698,427
Total liabilities (EOY)
$0
Net assets (EOY)
$106,698,427
Net assets (BOY)
$95,652,965

Income & contributions

Employer contributions
$3,824,468
Participant contributions
$1,908,203
Total contributions
$5,756,802
Total income / additions
$22,211,722

Expenses & distributions

Benefits paid
$11,093,943
Administrative expenses
$60,570
Total expenses
$11,166,260
Net increase / (decrease)
$11,045,462

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services, LLCNONE$49,640not reported in the loaded dataset2023
Morgan Stanley Wealth ManagementNONE$10,930not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages