Plan5500

Zimmerman Industries, Inc. Employee Benefit Plan — Form 5500 plan (Zimmerman Industries, 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, Zimmerman Industries, Inc. Employee Benefit Plan is a benefit plan reported by Zimmerman Industries, Inc. under EIN 23-1678699 and plan number 501. The latest loaded filing year is 2023. The filing reports 25 participants and $63,181 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zimmerman Industries, Inc.
EIN
23-1678699
Plan number
501
Plan type
2
Location
Ephrata, PA
Latest filing year
2023
Participants
25
End-of-year plan assets
$63,181

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202325I, C20240918103029NAL0006025872001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$63,181
Total liabilities (EOY)
$41,466
Net assets (EOY)
$21,715
Net assets (BOY)
-$90,922

Income & contributions

Employer contributions
$429,546
Participant contributions
$59,747
Total income / additions
$490,514

Expenses & distributions

Benefits paid
$189,622
Administrative expenses
$1,824
Total expenses
$377,877
Net increase / (decrease)
$112,637

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Benecon Group, LLCBROKER$8,691not reported in the loaded dataset2023
Harding-Yost Insurance AssociatesBROKER$7,220not reported in the loaded dataset2023
Capital BluecrossADMIN$1,812not reported in the loaded dataset2023
Connectcare 3PATIENT ADVOCATE$1,793not reported in the loaded dataset2023

Related Form 5500 pages