2023 Form 5500 filing — Zt Motors 401(K) 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 20241015145415NAL0048503648001) for Zt Motors 401(K) Plan, reported by Zt Motors Of Fort Walton, Lp under EIN 47-1873593 and plan number 002. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015145415NAL0048503648001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zt Motors Of Fort Walton, Lp
- EIN
- 47-1873593
- Plan number
- 002
- Location
- Fort Walton Beach, FL
- Participants
- 417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,871,892
- Net assets (EOY)
- $7,871,892
- Employer contributions
- $156,353
- Participant contributions
- $718,119
- Total income / additions
- $2,175,489
- Benefits paid
- $2,257,067
- Administrative expenses
- $32,470
- Total expenses
- $2,295,398
- Net increase / (decrease)
- -$119,909
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel Nicolaus & Company Inc. | SERVICE PROVIDER | $0 | $27,563 |
| United Benefit Pensions, Inc. | TPA | $0 | $7,173 |