2023 Form 5500 filing — Zeta Group Engineering LLC 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240405092052NAL0017750705001) for Zeta Group Engineering LLC 401(K) Profit Sharing Plan & Trust, reported by Zeta Group Engineering LLC under EIN 27-2909509 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240405092052NAL0017750705001
Filing year
2023
Form type
2
Plan sponsor
Zeta Group Engineering LLC
EIN
27-2909509
Plan number
001
Location
Wrightstown, WI
Participants
15
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,426,679
Total liabilities (EOY)
$0
Net assets (EOY)
$2,426,679
Employer contributions
$58,537
Participant contributions
$142,374
Total income / additions
$825,274
Benefits paid
$421
Administrative expenses
$1,170
Total expenses
$1,591
Net increase / (decrease)
$823,683
Schedule source
Schedule I

Related Form 5500 pages