Zealandia Holding Company, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Zealandia Holding Company, Inc. under EIN 20-3074642 and plan number 002. The latest loaded filing year is 2023. The filing reports 763 participants and $27,737,937 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zealandia Holding Company, Inc.
- EIN
- 20-3074642
- Plan number
- 002
- Plan type
- 2
- Location
- Asheville, NC
- Latest filing year
- 2023
- Participants
- 763
- End-of-year plan assets
- $27,737,937
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 763 | H, C | 20250501134907NAL0003255345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,737,937
- Total liabilities (EOY)
- $2,835,110
- Net assets (EOY)
- $24,902,827
- Net assets (BOY)
- $24,107,155
Income & contributions
- Employer contributions
- $766,963
- Total contributions
- $766,963
- Total income / additions
- $1,960,887
Expenses & distributions
- Benefits paid
- $914,439
- Administrative expenses
- $126,257
- Total expenses
- $1,165,215
- Net increase / (decrease)
- $795,672
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Financial | RECORDKEEPER/BOOKKEEPER | $54,294 | not reported in the loaded dataset | 2023 |
| Stout Risius Ross, Inc | VALUATION SERVICES | $38,980 | not reported in the loaded dataset | 2023 |
| Assured Partners Of North Carolina | INSURANCE REP/BROKER | $13,391 | not reported in the loaded dataset | 2023 |
| Withum Smith & Brown | ACCOUNTANT | $9,880 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zealandia Holding Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Asheville, NC
- Principal Financial — Schedule C compensation
- Stout Risius Ross, Inc — Schedule C compensation
- Assured Partners Of North Carolina — Schedule C compensation
- Withum Smith & Brown — Schedule C compensation