Zeus Fire & Security Retirement Plan — Form 5500 plan (Zeus Fire And Security LLC)
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, Zeus Fire & Security Retirement Plan is a benefit plan reported by Zeus Fire And Security LLC under EIN 87-3948330 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $17,665,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zeus Fire And Security LLC
- EIN
- 87-3948330
- Plan number
- 001
- Plan type
- 2
- Location
- Paoli, PA
- Latest filing year
- 2023
- Participants
- 415
- End-of-year plan assets
- $17,665,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 415 | H, C | 20250523192314NAL0006133856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,665,585
- Total liabilities (EOY)
- $11,450
- Net assets (EOY)
- $17,654,135
- Net assets (BOY)
- $7,226,419
Income & contributions
- Employer contributions
- $194,640
- Participant contributions
- $741,819
- Total contributions
- $951,416
- Total income / additions
- $1,929,947
Expenses & distributions
- Benefits paid
- $1,166,468
- Administrative expenses
- $38,618
- Total expenses
- $1,206,096
- Net increase / (decrease)
- $723,851
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Retirement & Benefit | NONE | $23,563 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $15,055 | $0 | 2023 |
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $17 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zeus Fire And Security LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Paoli, PA
- Merrill Lynch Retirement & Benefit — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation