2023 Form 5500 filing — Zealandia Holding Company, Inc. Employee Stock Ownership 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 20250501134907NAL0003255345001) for Zealandia Holding Company, Inc. Employee Stock Ownership Plan, reported by Zealandia Holding Company, Inc. under EIN 20-3074642 and plan number 002. It reports 763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501134907NAL0003255345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zealandia Holding Company, Inc.
- EIN
- 20-3074642
- Plan number
- 002
- Location
- Asheville, NC
- Participants
- 763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,737,937
- Total liabilities (EOY)
- $2,835,110
- Net assets (EOY)
- $24,902,827
- Employer contributions
- $766,963
- Total income / additions
- $1,960,887
- Benefits paid
- $914,439
- Administrative expenses
- $126,257
- Total expenses
- $1,165,215
- Net increase / (decrease)
- $795,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Financial | RECORDKEEPER/BOOKKEEPER | $54,294 | not reported in the loaded dataset |
| Stout Risius Ross, Inc | VALUATION SERVICES | $38,980 | not reported in the loaded dataset |
| Assured Partners Of North Carolina | INSURANCE REP/BROKER | $13,391 | not reported in the loaded dataset |
| Withum Smith & Brown | ACCOUNTANT | $9,880 | not reported in the loaded dataset |