2023 Form 5500 filing — M. Simon Zook 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 20250618071445NAL0001162467001) for M. Simon Zook 401(K) Profit Sharing Plan, reported by M. Simon Zook Co. under EIN 23-1496543 and plan number 001. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250618071445NAL0001162467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- M. Simon Zook Co.
- EIN
- 23-1496543
- Plan number
- 001
- Location
- Honeybrook, PA
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,287,587
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,287,587
- Employer contributions
- $95,702
- Participant contributions
- $567,810
- Total income / additions
- $2,401,266
- Benefits paid
- $929,634
- Administrative expenses
- $72,592
- Total expenses
- $1,002,226
- Net increase / (decrease)
- $1,399,040
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Comprehensive Companies | INVESTMENT ADVISOR | $42,996 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | TPA | $27,706 | not reported in the loaded dataset |