The C.W. Zumbiel Company — 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, The C.W. Zumbiel Company (EIN 31-0499900) is a plan sponsor located in Hebron, KY 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
31-0499900
Location
Hebron, KY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$29,530,414
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$29,530,414

Contributions & income

Employer contributions
$309,475
Participant contributions
$985,159
Total income / additions
$6,877,147

Expenses & distributions

Benefits paid / distributions
$2,350,082
Total expenses
$2,461,640
Net increase / (decrease)
$4,415,507

Coverage

Total reported participants
667
Plans with financial statements
1
Plans with provider compensation
1

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

The C.W. Zumbiel Company plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The C.W. Zumbiel Company 401(K) Savings & Profit Sharing Plan002377$29,530,4142023
The C.W. Zumbiel Co. Health Care Plan501290not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The C.W. Zumbiel Company
YearPlanParticipantsSchedulesFiling
2023The C.W. Zumbiel Company 401(K) Savings & Profit Sharing Plan377H, C20241010114853NAL0040615986001
2023The C.W. Zumbiel Co. Health Care Plan29020250325114724NAL0028709714001

Related Form 5500 pages