2023 Form 5500 filing — Zingermans Community Of Businesses Employees 401k 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 20241014132226NAL0026250257001) for Zingermans Community Of Businesses Employees 401k Plan, reported by Zingermans Community Of Businesses under EIN 38-2409230 and plan number 001. It reports 623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132226NAL0026250257001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Zingermans Community Of Businesses
- EIN
- 38-2409230
- Plan number
- 001
- Location
- Ann Arbor, MI
- Participants
- 623
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,177,949
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,177,949
- Employer contributions
- $141,033
- Participant contributions
- $1,101,950
- Total income / additions
- $3,645,982
- Benefits paid
- $535,414
- Administrative expenses
- $81,428
- Total expenses
- $616,842
- Net increase / (decrease)
- $3,029,140
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $48,324 | $0 |
| Venture Visionary Partners LLC | INVESTMENT ADVISOR | $32,906 | not reported in the loaded dataset |
| The Benefit Advantage | CONTRACT ADMIN | $12,152 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGR | $1,453 | not reported in the loaded dataset |
| Other | OTHER | $28 | not reported in the loaded dataset |