Zetron Retirement Plan — Form 5500 plan (Zetron, 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, Zetron Retirement Plan is a benefit plan reported by Zetron, Inc. under EIN 91-1121292 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $53,836,323 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zetron, Inc.
EIN
91-1121292
Plan number
001
Plan type
2
Location
Redmond, WA
Latest filing year
2023
Participants
233
End-of-year plan assets
$53,836,323

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20240917151351NAL0001846579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,836,323
Total liabilities (EOY)
$0
Net assets (EOY)
$53,836,323
Net assets (BOY)
$46,049,689

Income & contributions

Employer contributions
$557,257
Participant contributions
$1,693,796
Total contributions
$2,360,550
Total income / additions
$11,558,560

Expenses & distributions

Benefits paid
$3,766,689
Administrative expenses
$5,237
Total expenses
$3,771,926
Net increase / (decrease)
$7,786,634

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$5,116not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$121$02023

Related Form 5500 pages