M Simon Zook Co — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, M Simon Zook Co (EIN 23-1496543) is a plan sponsor located in Honey Brook, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 23-1496543
- Location
- Honey Brook, PA
- Loaded plans
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $9,510,242
- Total reported liabilities (EOY)
- $237,000
- Total reported net assets (EOY)
- $9,273,242
Contributions & income
- Employer contributions
- $2,943,863
- Participant contributions
- $915,084
- Total income / additions
- $5,952,643
Expenses & distributions
- Benefits paid / distributions
- $4,265,687
- Total expenses
- $4,484,809
- Net increase / (decrease)
- $1,467,834
Coverage
- Total reported participants
- 688
- Plans with financial statements
- 2
- Plans with provider compensation
- 3
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| M. Simon Zook 401(K) Profit Sharing Plan | 001 | 269 | $8,287,587 | 2023 |
| M Simon Zook Co Group Medical Plan | 503 | 185 | $1,222,655 | 2023 |
| M Simon Zook Co Welfare Benefit Plan | 502 | 234 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | M Simon Zook Co Group Medical Plan | 185 | H, C | 20241118100600NAL0001953360001 |
| 2023 | M Simon Zook Co Welfare Benefit Plan | 234 | C | 20241118100719NAL0000774803001 |
| 2023 | M. Simon Zook 401(K) Profit Sharing Plan | 269 | H, C | 20250618071445NAL0001162467001 |