2023 Form 5500 filing — Zag Technical Services 401(K) 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 20241015141036NAL0016585315001) for Zag Technical Services 401(K) Profit Sharing Plan, reported by Zag Technical Services under EIN 77-0492384 and plan number 001. It reports 143 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)$16MReported net assets$15,956,928
Participants143
Provider compensation$70.4K2 Schedule C row(s)$70,425
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015141036NAL0016585315001
Plan sponsor
Zag Technical Services
EIN
77-0492384
Plan number
001
Location
San Jose, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$16M total assets
Net assets$16MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$389K
Participant$1.6M
Full reported line items
Total assets (EOY)
$15,956,928
Total liabilities (EOY)
$0
Net assets (EOY)
$15,956,928
Employer contributions
$389,025
Participant contributions
$1,562,857
Total income / additions
$4,362,429
Benefits paid
$1,423,537
Administrative expenses
$70,425
Total expenses
$1,493,962
Net increase / (decrease)
$2,868,467
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $55.6K
  2. 2
    RECORDKEEPER · Direct $14.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015141036NAL0016585315001 cover?
It is the 2023 Form 5500 filing for Zag Technical Services 401(K) Profit Sharing Plan, reported by Zag Technical Services (EIN 77-0492384).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages