2023 Form 5500 filing — Zidell Employees Profit Sharing / 401(K) 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 20240826111826NAL0009464081001) for Zidell Employees Profit Sharing / 401(K) Plan, reported by Zidell Marine Corporation under EIN 91-0713057 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826111826NAL0009464081001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Zidell Marine Corporation
- EIN
- 91-0713057
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,689,689
- Total liabilities (EOY)
- $59,426
- Net assets (EOY)
- $69,630,263
- Employer contributions
- $196,664
- Participant contributions
- $1,015,171
- Total income / additions
- $11,344,055
- Benefits paid
- $1,112,921
- Administrative expenses
- $89,746
- Total expenses
- $1,202,667
- Net increase / (decrease)
- $10,141,388
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Plan Services | RECORDKEEPER | $34,611 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $21,535 | $0 |
| Perkins And Co. P.C. | AUDITORS | $17,300 | not reported in the loaded dataset |
| Reliant Consulting And Research | INVESTMENT ADVISORS | $8,800 | not reported in the loaded dataset |
| Mesirow Financial, Inc. | INVESTMENT ADVISORS | $7,500 | not reported in the loaded dataset |