Zenith Energy Terminals Holdings LLC 401(K) Plan — Form 5500 plan (Zenith Energy Terminals Holdings)

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, Zenith Energy Terminals Holdings LLC 401(K) Plan is a benefit plan reported by Zenith Energy Terminals Holdings under EIN 26-0465469 and plan number 002. The latest loaded filing year is 2023. The filing reports 176 participants and $7,885,273 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.9MPlan net assets, end of year$7,885,273
Participants176Covered participants reported
Assets / participant$44.8KComputed: assets ÷ participants$44,803 (computed)
Provider compensation$55.9K2 Schedule C provider row(s)$55,904
Plan sponsor
Zenith Energy Terminals Holdings
EIN
26-0465469
Plan number
002
Plan type
2
Location
Metuchen, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023176H, C20241025095848NAL0000022307001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.9M total assets
Net assets$7.9MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$3.6M
Benefits paid / distributions$3.5M
Contributions
Employer$391.3K
Participant$921.4K
Full reported line items

Net assets

Total assets (EOY)
$7,885,273
Total liabilities (EOY)
$0
Net assets (EOY)
$7,885,273
Net assets (BOY)
$8,746,704

Income & contributions

Employer contributions
$391,332
Participant contributions
$921,394
Total contributions
$1,512,047
Total income / additions
$2,717,556

Expenses & distributions

Benefits paid
$3,516,246
Administrative expenses
$55,906
Total expenses
$3,578,987
Net increase / (decrease)
-$861,431
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets45%Computed ratio
Benefits paid ÷ total income129%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$28,167$02023
Principled Advisors, Inc.INVESTMENT/FINANCIAL ADVI$27,737$02023

Related Form 5500 pages