2023 Form 5500 filing — The C.W. Zumbiel Company 401(K) 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 20241010114853NAL0040615986001) for The C.W. Zumbiel Company 401(K) Savings & Profit Sharing Plan, reported by The C.W. Zumbiel Company under EIN 31-0499900 and plan number 002. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010114853NAL0040615986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The C.W. Zumbiel Company
- EIN
- 31-0499900
- Plan number
- 002
- Location
- Hebron, KY
- Participants
- 377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,530,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,530,414
- Employer contributions
- $309,475
- Participant contributions
- $985,159
- Total income / additions
- $6,877,147
- Benefits paid
- $2,350,082
- Administrative expenses
- $111,558
- Total expenses
- $2,461,640
- Net increase / (decrease)
- $4,415,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcf Advisors LLC | INVESTMENT ADVISOR | $65,902 | not reported in the loaded dataset |
| The C.W. Zumbiel Company | OTHER | $28,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,084 | $0 |