Zoo Med Laboratories Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Zoo Med Laboratories 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, Zoo Med Laboratories Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Zoo Med Laboratories Inc under EIN 33-0265900 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $7,308,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zoo Med Laboratories Inc
- EIN
- 33-0265900
- Plan number
- 001
- Plan type
- 2
- Location
- San Luis Obispo, CA
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $7,308,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20240821143413NAL0004050817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,308,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,308,603
- Net assets (BOY)
- $5,988,425
Income & contributions
- Employer contributions
- $105,805
- Participant contributions
- $427,180
- Total contributions
- $532,985
- Total income / additions
- $1,506,197
Expenses & distributions
- Benefits paid
- $124,930
- Administrative expenses
- $59,546
- Total expenses
- $186,019
- Net increase / (decrease)
- $1,320,178
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group, LLC | ADVISOR | $29,213 | not reported in the loaded dataset | 2023 |
| 401k Generation | CONTRACT ADMINISTRATOR | $15,524 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $13,949 | not reported in the loaded dataset | 2023 |