2023 Form 5500 filing — Zhi 401(K) Retirement 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 20241015100442NAL0014367683001) for Zhi 401(K) Retirement Savings Plan, reported by Zachry Holdings, Inc. under EIN 26-1256814 and plan number 004. It reports 20,487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100442NAL0014367683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zachry Holdings, Inc.
- EIN
- 26-1256814
- Plan number
- 004
- Location
- San Antonio, TX
- Participants
- 20,487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $927,883,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $927,883,207
- Employer contributions
- $27,439,043
- Participant contributions
- $52,802,248
- Total income / additions
- $238,263,115
- Benefits paid
- $103,654,019
- Administrative expenses
- -$948,384
- Total expenses
- $102,884,090
- Net increase / (decrease)
- $135,379,025
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, LLC | CONSULTANT | $100,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $57,245 | not reported in the loaded dataset |
| Ernst & Young Llp | ACCOUNTANT/AUDITOR | $25,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$1,130,679 | $0 |