Zemba Bros., Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Zemba Bros., Inc.)
Plain-English plan 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, Zemba Bros., Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Zemba Bros., Inc. under EIN 06-1669800 and plan number 001. The latest loaded filing year is 2023. The filing reports 218 participants and $8,552,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zemba Bros., Inc.
- EIN
- 06-1669800
- Plan number
- 001
- Plan type
- 2
- Location
- Zanesville, OH
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $8,552,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H, C | 20241015121105NAL0014585571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,552,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,552,967
- Net assets (BOY)
- $6,975,076
Income & contributions
- Employer contributions
- $565,832
- Participant contributions
- $544,803
- Total contributions
- $1,120,965
- Total income / additions
- $2,161,991
Expenses & distributions
- Benefits paid
- $522,283
- Administrative expenses
- $61,817
- Total expenses
- $584,100
- Net increase / (decrease)
- $1,577,891
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $30,734 | $0 | 2023 |
| Equitable Advisors, LLC | INVESTMENT ADVISORY-PLAN | $21,891 | not reported in the loaded dataset | 2023 |
| Qualified Pension Consultants, Inc. | RECORDKEEPER | $8,700 | $1,114 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zemba Bros., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Zanesville, OH
- Transamerica Retirement Solutions — Schedule C compensation
- Equitable Advisors, LLC — Schedule C compensation
- Qualified Pension Consultants, Inc. — Schedule C compensation