Z & M Sheet Metal, Inc. — 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, Z & M Sheet Metal, Inc. (EIN 54-0808788) is a plan sponsor located in Chantilly, VA with 3 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
- 54-0808788
- Location
- Chantilly, VA
- Loaded plans
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $9,583,586
- Total reported liabilities (EOY)
- $496,835
- Total reported net assets (EOY)
- $9,086,751
Contributions & income
- Employer contributions
- $1,483,299
- Participant contributions
- $414,120
- Total income / additions
- $3,053,302
Expenses & distributions
- Benefits paid / distributions
- $923,887
- Total expenses
- $1,418,472
- Net increase / (decrease)
- $1,634,830
Coverage
- Total reported participants
- 366
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
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 |
|---|---|---|---|---|
| Z & M Sheet Metal, Inc. Profit Sharing Plan | 001 | 127 | $9,387,551 | 2023 |
| Z & M Sheet Metal, Inc. Group Medical Plan | 503 | 98 | $196,035 | 2023 |
| Z & M Sheet Metal, Inc. Employee Benefit Plan | 502 | 141 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Z & M Sheet Metal, Inc. Profit Sharing Plan | 127 | H, C | 20241007111036NAL0015080145001 |
| 2023 | Z & M Sheet Metal, Inc. Employee Benefit Plan | 141 | — | 20250401094110NAL0006880417001 |
| 2023 | Z & M Sheet Metal, Inc. Group Medical Plan | 98 | I, C | 20250401094202NAL0010673712001 |