Zelle Llp Profit Sharing/401(K) Plan — Form 5500 plan (Zelle Llp)
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, Zelle Llp Profit Sharing/401(K) Plan is a benefit plan reported by Zelle Llp under EIN 94-3073879 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $60,070,761 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zelle Llp
- EIN
- 94-3073879
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $60,070,761
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20241010134429NAL0034179664001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,070,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,070,761
- Net assets (BOY)
- $47,534,293
Income & contributions
- Employer contributions
- $1,710,617
- Participant contributions
- $1,463,256
- Total contributions
- $4,006,668
- Total income / additions
- $13,486,430
Expenses & distributions
- Benefits paid
- $858,512
- Administrative expenses
- $70,626
- Total expenses
- $949,962
- Net increase / (decrease)
- $12,536,468
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $60,282 | $0 | 2023 |
| Bergankdv Ltd | OTHER | $8,503 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,842 | not reported in the loaded dataset | 2023 |