Who sponsors the Zippo And Affiliates 401(K) Plan?

Zippo And Affiliates 401(K) Plan is reported as sponsored by Zippo Manufacturing Company (EIN 25-0920247, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Zippo And Affiliates 401(K) Plan?

The latest Form 5500 filing year loaded for Zippo And Affiliates 401(K) Plan is 2023.

How many participants does Zippo And Affiliates 401(K) Plan report?

Zippo And Affiliates 401(K) Plan reports 1,195 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Zippo And Affiliates 401(K) Plan?

Zippo And Affiliates 401(K) Plan reports $108,842,131 in end-of-year plan assets in its latest loaded Form 5500 filing.

Zippo And Affiliates 401(K) Plan — Form 5500 plan (Zippo Manufacturing Company)

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, Zippo And Affiliates 401(K) Plan is a benefit plan reported by Zippo Manufacturing Company under EIN 25-0920247 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,195 participants and $108,842,131 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Zippo Manufacturing Company
EIN: 25-0920247
Plan number: 002
Plan type: 2
Location: Bradford, PA
Latest filing year: 2023
Participants: 1,195
End-of-year plan assets: $108,842,131

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	1,195	H, C	20241015093906NAL0016072755003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $108,842,131
Net assets (EOY): $108,842,131
Net assets (BOY): $92,712,369

Income & contributions

Employer contributions: $3,667,713
Participant contributions: $4,746,341
Total contributions: $9,022,027
Total income / additions: $24,395,039

Expenses & distributions

Benefits paid: $9,664,805
Administrative expenses: $129,083
Total expenses: $9,793,888
Net increase / (decrease): $14,601,151

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Principal Life Insurance Company	CONTRACT ADMINISTRATOR	$128,524	$3,250	2023
Gallagher Fiduciary Advisors	CONSULTANT	$0	$15,932	2023
Schneider Downs & Co., Inc.	PLAN AUDITOR	$0	$15,300	2023
Morningstar Investment Managment	INVESTMENT ADVISOR	$0	$0	2023