2023 Form 5500 filing — Zotec Partners, LLC 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 20241008130819NAL0029948240001) for Zotec Partners, LLC 401(K) Plan, reported by Zotec Partners, LLC under EIN 20-8762217 and plan number 001. It reports 1,549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008130819NAL0029948240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zotec Partners, LLC
- EIN
- 20-8762217
- Plan number
- 001
- Location
- Carmel, IN
- Participants
- 1,549
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,717,073
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,717,073
- Employer contributions
- $2,109,179
- Participant contributions
- $6,640,359
- Total income / additions
- $23,048,179
- Benefits paid
- $10,136,021
- Administrative expenses
- $222,412
- Total expenses
- $10,358,433
- Net increase / (decrease)
- $12,689,746
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $121,278 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $64,412 | $0 |
| Morgan Stanley Global Banking Oper | INVESTMENT ADVISOR | $29,487 | not reported in the loaded dataset |
| Crowe Llp | ACCOUNTANT/AUDITOR | $7,235 | not reported in the loaded dataset |