2023 Form 5500 filing — Zepf Center 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 20250414142322NAL0001828657001) for Zepf Center Retirement Savings Plan, reported by Zepf Center under EIN 34-1168947 and plan number 001. It reports 575 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414142322NAL0001828657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zepf Center
- EIN
- 34-1168947
- Plan number
- 001
- Location
- Toledo, OH
- Participants
- 575
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,950,769
- Net assets (EOY)
- $20,950,769
- Employer contributions
- $819,344
- Participant contributions
- $1,579,787
- Total income / additions
- $5,205,746
- Benefits paid
- $4,300,748
- Administrative expenses
- $141,464
- Total expenses
- $4,449,394
- Net increase / (decrease)
- $756,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $141,463 | $0 |
| Pension Innovations & Co | CONTRACT ADMI NISTRATOR | $0 | $0 |
| Sjs Investment Services | INVESTMENT AD | $0 | $0 |