Zep Inc. 401(K) Plan — Form 5500 plan (Zep 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, Zep Inc. 401(K) Plan is a benefit plan reported by Zep Inc. under EIN 26-0783366 and plan number 007. The latest loaded filing year is 2023. The filing reports 1,790 participants and $153,993,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zep Inc.
- EIN
- 26-0783366
- Plan number
- 007
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 1,790
- End-of-year plan assets
- $153,993,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,790 | H, C | 20240917135635NAL0002996561002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $153,993,475
- Net assets (EOY)
- $153,993,475
- Net assets (BOY)
- $147,909,327
Income & contributions
- Employer contributions
- $2,018,123
- Participant contributions
- $6,314,726
- Total contributions
- $8,523,949
- Total income / additions
- $30,198,902
Expenses & distributions
- Benefits paid
- $23,866,246
- Administrative expenses
- $228,776
- Total expenses
- $24,114,754
- Net increase / (decrease)
- $6,084,148
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $132,722 | not reported in the loaded dataset | 2023 |
| Afs Advisors, LLC | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | NONE | $22,500 | not reported in the loaded dataset | 2023 |
| Smith Anglin Financial LLC | NONE | $13,370 | not reported in the loaded dataset | 2023 |
| Zanetti Financial LLC | NONE | $5,763 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,121 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zep Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Afs Advisors, LLC — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Smith Anglin Financial LLC — Schedule C compensation
- Zanetti Financial LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation