2023 Form 5500 filing — Julius Zorn Savings 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 20241010151942NAL0041306834001) for Julius Zorn Savings Plan, reported by Julius Zorn, Inc. under EIN 13-2873532 and plan number 001. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151942NAL0041306834001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Julius Zorn, Inc.
- EIN
- 13-2873532
- Plan number
- 001
- Location
- Cuyahoga Falls, OH
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,579,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,579,463
- Employer contributions
- $57,815
- Participant contributions
- $461,505
- Total income / additions
- $1,907,881
- Benefits paid
- $228,840
- Administrative expenses
- $4,595
- Total expenses
- $233,435
- Net increase / (decrease)
- $1,674,446
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors, Inc. | INVESTMENT ADVISORY | $0 | $33,492 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,595 | $0 |