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, Julius Zorn Savings Plan is a benefit plan reported by Julius Zorn, Inc. under EIN 13-2873532 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $9,579,463 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,579,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,579,463
- Net assets (BOY)
- $7,905,017
Income & contributions
- Employer contributions
- $57,815
- Participant contributions
- $461,505
- Total contributions
- $550,087
- Total income / additions
- $1,907,881
Expenses & distributions
- Benefits paid
- $228,840
- Administrative expenses
- $4,595
- Total expenses
- $233,435
- Net increase / (decrease)
- $1,674,446