2023 Form 5500 filing — Zoo Med Laboratories Inc 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 20240821143413NAL0004050817001) for Zoo Med Laboratories Inc 401(K) Profit Sharing Plan & Trust, reported by Zoo Med Laboratories Inc under EIN 33-0265900 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821143413NAL0004050817001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zoo Med Laboratories Inc
- EIN
- 33-0265900
- Plan number
- 001
- Location
- San Luis Obispo, CA
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,308,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,308,603
- Employer contributions
- $105,805
- Participant contributions
- $427,180
- Total income / additions
- $1,506,197
- Benefits paid
- $124,930
- Administrative expenses
- $59,546
- Total expenses
- $186,019
- Net increase / (decrease)
- $1,320,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group, LLC | ADVISOR | $29,213 | not reported in the loaded dataset |
| 401k Generation | CONTRACT ADMINISTRATOR | $15,524 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $13,949 | not reported in the loaded dataset |