2023 Form 5500 filing — Z.V. Pate Group Retirement Savings & 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 20241009052113NAL0031965456001) for Z.V. Pate Group Retirement Savings & Profit Sharing Plan, reported by Z.V. Pate, Inc. under EIN 56-0350280 and plan number 333. It reports 629 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009052113NAL0031965456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Z.V. Pate, Inc.
- EIN
- 56-0350280
- Plan number
- 333
- Location
- North Carolina, NC
- Participants
- 629
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,312,533
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,312,533
- Employer contributions
- $600,703
- Participant contributions
- $825,526
- Total income / additions
- $5,866,417
- Benefits paid
- $6,609,599
- Administrative expenses
- $125,700
- Total expenses
- $6,743,999
- Net increase / (decrease)
- -$877,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stephens Inc. | RIA | $43,385 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER & INFORMATI | $10,633 | not reported in the loaded dataset |