Plan5500

Zimmerman Plumbing & Heating, Inc. Employee Benefit Plan — Form 5500 plan (Zimmerman Plumbing & Heating, 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 Plumbing & Heating, Inc. Employee Benefit Plan is a benefit plan reported by Zimmerman Plumbing & Heating, Inc. under EIN 25-1632258 and plan number 501. The latest loaded filing year is 2023. The filing reports 28 participants and $15,978 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zimmerman Plumbing & Heating, Inc.
EIN
25-1632258
Plan number
501
Plan type
2
Location
Mechanicsburg, PA
Latest filing year
2023
Participants
28
End-of-year plan assets
$15,978

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202328I, C20250219125432NAL0003461843001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$15,978
Total liabilities (EOY)
$24,608
Net assets (EOY)
-$8,630
Net assets (BOY)
$170,096

Income & contributions

Employer contributions
$523,671
Participant contributions
$0
Total income / additions
$534,550

Expenses & distributions

Benefits paid
$318,534
Administrative expenses
$2,172
Total expenses
$713,276
Net increase / (decrease)
-$178,726

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pci Insurance AgencyBROKER$8,782not reported in the loaded dataset2023
The Benecon Group, LLCBROKER$7,546not reported in the loaded dataset2023
Capital BluecrossADMIN$2,172not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,023not reported in the loaded dataset2023
Strickler Agency, Inc. (ChambersburBROKER$1,798not reported in the loaded dataset2023

Related Form 5500 pages