Plan5500

Zook Interiors, LLC Employee Benefits Plan — Form 5500 plan (Zook Interiors, LLC)

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, Zook Interiors, LLC Employee Benefits Plan is a benefit plan reported by Zook Interiors, LLC under EIN 20-0546829 and plan number 501. The latest loaded filing year is 2023. The filing reports 41 participants and $18,649 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zook Interiors, LLC
EIN
20-0546829
Plan number
501
Plan type
2
Location
Ephrata, PA
Latest filing year
2023
Participants
41
End-of-year plan assets
$18,649

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202341I, C20250219125856NAL0003465747001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$18,649
Total liabilities (EOY)
$36,621
Net assets (EOY)
-$17,972
Net assets (BOY)
$86,950

Income & contributions

Employer contributions
$632,334
Participant contributions
$171,918
Total income / additions
$807,317

Expenses & distributions

Benefits paid
$414,918
Administrative expenses
$3,192
Total expenses
$912,239
Net increase / (decrease)
-$104,922

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Benecon GroupBROKER$14,518not reported in the loaded dataset2023
Harding-Yost InsuranceBROKER$14,254not reported in the loaded dataset2023
Capital Blue CrossADMIN$3,192not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$3,103not reported in the loaded dataset2023

Related Form 5500 pages