2023 Form 5500 filing — Zacks Investment Research, Inc. 401(K) 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 20240917190546NAL0001285955001) for Zacks Investment Research, Inc. 401(K) Savings Plan, reported by Zacks Investment Research, Inc. under EIN 36-3108701 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).
- EFAST2 acknowledgement
- 20240917190546NAL0001285955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zacks Investment Research, Inc.
- EIN
- 36-3108701
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,904,189
- Net assets (EOY)
- $31,904,189
- Participant contributions
- $2,226,523
- Total income / additions
- $7,704,861
- Benefits paid
- $788,251
- Administrative expenses
- $76,810
- Total expenses
- $865,061
- Net increase / (decrease)
- $6,839,800
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual | INVESTMENT ADVISOR | $0 | $19,759 |
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $1,040 | $0 |