Zumtobel Lighting, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Zumtobel Lighting, 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, Zumtobel Lighting, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Zumtobel Lighting, Inc. under EIN 13-3204871 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $13,868,942 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zumtobel Lighting, Inc.
EIN
13-3204871
Plan number
001
Plan type
2
Location
Highland, NY
Latest filing year
2023
Participants
136
End-of-year plan assets
$13,868,942

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20240924155835NAL0007575651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,868,942
Total liabilities (EOY)
$0
Net assets (EOY)
$13,868,942
Net assets (BOY)
$12,960,359

Income & contributions

Employer contributions
$169,495
Participant contributions
$487,736
Total contributions
$657,231
Total income / additions
$2,813,194

Expenses & distributions

Benefits paid
$1,855,630
Administrative expenses
$48,981
Total expenses
$1,904,611
Net increase / (decrease)
$908,583

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$45,981$02023

Related Form 5500 pages