2023 Form 5500 filing — Zilber Ltd. Employee Savings 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 20240909103509NAL0007775040001) for Zilber Ltd. Employee Savings Plan, reported by Zilber Ltd. under EIN 39-1472959 and plan number 001. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$76MReported net assets$75,977,114
Participants337
Provider compensation$89.9K2 Schedule C row(s)$89,860
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240909103509NAL0007775040001
Plan sponsor
Zilber Ltd.
EIN
39-1472959
Plan number
001
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$76M total assets
Net assets$76MLiabilities$4K
Money in vs. money out
Total income / additions$14.8M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$603.4K
Participant$2.6M
Full reported line items
Total assets (EOY)
$75,981,089
Total liabilities (EOY)
$3,975
Net assets (EOY)
$75,977,114
Employer contributions
$603,356
Participant contributions
$2,572,365
Total income / additions
$14,847,854
Benefits paid
$2,947,624
Administrative expenses
$89,860
Total expenses
$3,037,484
Net increase / (decrease)
$11,810,370

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Francis Investment CounselNONE$57,554not reported in the loaded dataset
Associated Trust Company, N.A.NONE$32,306$0

Related Form 5500 pages