2023 Form 5500 filing — Z & M Sheet Metal, Inc. 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 20241007111036NAL0015080145001) for Z & M Sheet Metal, Inc. Profit Sharing Plan, reported by Z & M Sheet Metal, Inc. under EIN 54-0808788 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007111036NAL0015080145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Z & M Sheet Metal, Inc.
- EIN
- 54-0808788
- Plan number
- 001
- Location
- Chantilly, VA
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,387,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,387,551
- Employer contributions
- $500,000
- Total income / additions
- $1,655,340
- Benefits paid
- $363,113
- Administrative expenses
- $35,880
- Total expenses
- $398,993
- Net increase / (decrease)
- $1,256,347
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mckinley Carter | INVESTMENT MANAGEMENT | $35,880 | not reported in the loaded dataset |