Zehrco-Giancola Composites, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Zehrco-Giancola Composites, Inc.)
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, Zehrco-Giancola Composites, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Zehrco-Giancola Composites, Inc. under EIN 75-3116035 and plan number 001. The latest loaded filing year is 2023. The filing reports 393 participants and $10,619,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zehrco-Giancola Composites, Inc.
- EIN
- 75-3116035
- Plan number
- 001
- Plan type
- 2
- Location
- Ashtabula, OH
- Latest filing year
- 2023
- Participants
- 393
- End-of-year plan assets
- $10,619,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 393 | H, C | 20241003104138NAL0004796115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,619,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,619,775
- Net assets (BOY)
- $8,895,689
Income & contributions
- Employer contributions
- $330,952
- Participant contributions
- $994,587
- Total contributions
- $2,027,931
- Total income / additions
- $3,554,343
Expenses & distributions
- Benefits paid
- $1,788,483
- Administrative expenses
- $27,640
- Total expenses
- $1,830,257
- Net increase / (decrease)
- $1,724,086
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $21,120 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,613 | $0 | 2023 |
| Ameriprise Financial Services Inc | ADVISOR | $1,907 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zehrco-Giancola Composites, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Ashtabula, OH
- Lpl Financial LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Ameriprise Financial Services Inc — Schedule C compensation