Zealandia Holding Company, Inc. 401(K) Plan — Form 5500 plan (Zealandia Holding Company, 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, Zealandia Holding Company, Inc. 401(K) Plan is a benefit plan reported by Zealandia Holding Company, Inc. under EIN 20-3074642 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $9,803,526 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.8MPlan net assets, end of year$9,803,526
Participants345Covered participants reported
Assets / participant$28.4KComputed: assets ÷ participants$28,416 (computed)
Provider compensation$57.8K2 Schedule C provider row(s)$57,768
- Plan sponsor
- Zealandia Holding Company, Inc.
- EIN
- 20-3074642
- Plan number
- 001
- Plan type
- 2
- Location
- Asheville, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 345 | H, C | 20250430084939NAL0001688401001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,803,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,803,526
- Net assets (BOY)
- $8,094,651
Income & contributions
- Employer contributions
- $369,611
- Participant contributions
- $846,718
- Total contributions
- $1,216,329
- Total income / additions
- $2,474,069
Expenses & distributions
- Benefits paid
- $707,216
- Administrative expenses
- $40,707
- Total expenses
- $789,893
- Net increase / (decrease)
- $1,684,176
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $40,707 | $0 | 2023 |
| Fifth Third Bank | INVESTMENT ADVISORY | $0 | $17,061 | 2023 |