2023 Form 5500 filing — Zoot Enterprises 401(K) Profit Sharing Plan
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 20240801141213NAL0022985489001) for Zoot Enterprises 401(K) Profit Sharing Plan, reported by Zoot Enterprises Inc under EIN 81-0529856 and plan number 001. It reports 503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801141213NAL0022985489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zoot Enterprises Inc
- EIN
- 81-0529856
- Plan number
- 001
- Location
- Bozeman, MT
- Participants
- 503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,303,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,303,855
- Employer contributions
- $993,874
- Participant contributions
- $2,399,120
- Total income / additions
- $9,024,541
- Benefits paid
- $1,379,459
- Administrative expenses
- $88,116
- Total expenses
- $1,467,575
- Net increase / (decrease)
- $7,556,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,740 | $0 |
| Stifel Nicolaus | ADVISOR | $41,376 | $0 |