2023 Form 5500 filing — Zeco Systems, Inc. Retirement 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 20241014174938NAL0047061952001) for Zeco Systems, Inc. Retirement Plan, reported by Zeco Systems, Inc. under EIN 80-0825581 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.1MReported net assets$8,098,130
Participants238
Provider compensation$58.3K2 Schedule C row(s)$58,286
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014174938NAL0047061952001
Plan sponsor
Zeco Systems, Inc.
EIN
80-0825581
Plan number
001
Location
Los Angeles, CA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$718.8K
Participant$1.9M
Full reported line items
Total assets (EOY)
$8,098,130
Total liabilities (EOY)
$0
Net assets (EOY)
$8,098,130
Employer contributions
$718,778
Participant contributions
$1,886,384
Total income / additions
$4,133,013
Benefits paid
$1,503,699
Administrative expenses
$59,351
Total expenses
$1,563,050
Net increase / (decrease)
$2,569,963

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Kestra Advisory Services, LLCINVESTMENT ADV/ADVISOR$45,244not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$13,042$0

Related Form 5500 pages