Zones, Inc. 401(K) Plan — Form 5500 plan (Zones, 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, Zones, Inc. 401(K) Plan is a benefit plan reported by Zones, Inc. under EIN 91-1431894 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,954 participants and $100,404,535 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zones, Inc.
EIN
91-1431894
Plan number
001
Plan type
2
Location
Auburn, WA
Latest filing year
2023
Participants
1,954
End-of-year plan assets
$100,404,535

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,954H, C20241015144307NAL0014870051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,404,535
Total liabilities (EOY)
$0
Net assets (EOY)
$100,404,535
Net assets (BOY)
$84,106,554

Income & contributions

Employer contributions
$1,340,487
Participant contributions
$7,940,416
Total contributions
$10,104,790
Total income / additions
$24,729,234

Expenses & distributions

Benefits paid
$7,988,425
Administrative expenses
$442,828
Total expenses
$8,431,253
Net increase / (decrease)
$16,297,981

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$442,621$02023

Related Form 5500 pages