Zivko Psp — Form 5500 plan (Zivkovic & Associates Real Estate Services, 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, Zivko Psp is a benefit plan reported by Zivkovic & Associates Real Estate Services, LLC under EIN 20-1674551 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $5,639,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zivkovic & Associates Real Estate Services, LLC
- EIN
- 20-1674551
- Plan number
- 001
- Plan type
- 2
- Location
- Cape Coral, FL
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $5,639,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20240610111043NAL0012470179001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,639,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,639,395
- Net assets (BOY)
- $4,959,732
Income & contributions
- Employer contributions
- $9,780
- Participant contributions
- $54,540
- Total income / additions
- $681,238
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,575
- Total expenses
- $1,575
- Net increase / (decrease)
- $679,663
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.