Zober Industries, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Zober 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, Zober Industries, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Zober Industries, Inc. under EIN 23-2082473 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $8,757,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zober Industries, Inc.
- EIN
- 23-2082473
- Plan number
- 001
- Plan type
- 2
- Location
- Croydon, PA
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $8,757,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20241014111120NAL0026008369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,757,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,757,983
- Net assets (BOY)
- $8,187,253
Income & contributions
- Employer contributions
- $83,159
- Participant contributions
- $325,905
- Total contributions
- $409,064
- Total income / additions
- $1,747,251
Expenses & distributions
- Benefits paid
- $1,168,422
- Administrative expenses
- $8,099
- Total expenses
- $1,176,521
- Net increase / (decrease)
- $570,730
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott LLC | INVESTMENT ADVISOR | $20,890 | not reported in the loaded dataset | 2023 |
| The Retirement Advantage Inc | CONTRACT ADMIN. | $12,211 | not reported in the loaded dataset | 2023 |
| Dunlap & Associates Pc | AUDITOR | $10,500 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $775 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zober Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Croydon, PA
- Janney Montgomery Scott LLC — Schedule C compensation
- The Retirement Advantage Inc — Schedule C compensation
- Dunlap & Associates Pc — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation