2023 Form 5500 filing — Zest Anchors, 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 20241008154345NAL0008536355001) for Zest Anchors, LLC 401(K) Plan, reported by Zest Anchors, LLC under EIN 27-1463784 and plan number 002. It reports 327 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008154345NAL0008536355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zest Anchors, LLC
- EIN
- 27-1463784
- Plan number
- 002
- Location
- Carlsbad, CA
- Participants
- 327
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,737,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,737,650
- Employer contributions
- $473,162
- Participant contributions
- $1,236,061
- Total income / additions
- $4,868,570
- Benefits paid
- $2,199,387
- Administrative expenses
- $41,781
- Total expenses
- $2,241,168
- Net increase / (decrease)
- $2,627,402
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Light Retirement, LLC | INVESTMENT ADVISORY | $22,246 | $4 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $19,466 | $0 |