Zola Windows Employee Stock Ownership 401(K) Plan — Form 5500 plan (Zeitgeist, 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, Zola Windows Employee Stock Ownership 401(K) Plan is a benefit plan reported by Zeitgeist, Inc. under EIN 80-0946150 and plan number 001. The latest loaded filing year is 2023. The filing reports 23 participants and $1,604,339 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.6MPlan net assets, end of year$1,603,881
Participants23Covered participants reported
Assets / participant$69.8KComputed: assets ÷ participants$69,754 (computed)
Provider compensationNone reported
Plan sponsor
Zeitgeist, Inc.
EIN
80-0946150
Plan number
001
Plan type
2
Location
Steamboat Springs, CO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202323I20241010170623NAL0020586817001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities$458
Money in vs. money out
Total income / additions$1.4M
Total expenses$528
Benefits paid / distributionsNot reported
Contributions
Employer$84.7K
Participant$205.7K
Full reported line items

Net assets

Total assets (EOY)
$1,604,339
Total liabilities (EOY)
$458
Net assets (EOY)
$1,603,881
Net assets (BOY)
$174,617

Income & contributions

Employer contributions
$84,682
Participant contributions
$205,672
Total income / additions
$1,429,792

Expenses & distributions

Administrative expenses
$508
Total expenses
$528
Net increase / (decrease)
$1,429,264
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages