Zepf Center Retirement Savings Plan — Form 5500 plan (Zepf Center)
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, Zepf Center Retirement Savings Plan is a benefit plan reported by Zepf Center under EIN 34-1168947 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $20,950,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zepf Center
- EIN
- 34-1168947
- Plan number
- 001
- Plan type
- 2
- Location
- Toledo, OH
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $20,950,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20250414142322NAL0001828657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,950,769
- Net assets (EOY)
- $20,950,769
- Net assets (BOY)
- $20,194,417
Income & contributions
- Employer contributions
- $819,344
- Participant contributions
- $1,579,787
- Total contributions
- $2,407,873
- Total income / additions
- $5,205,746
Expenses & distributions
- Benefits paid
- $4,300,748
- Administrative expenses
- $141,464
- Total expenses
- $4,449,394
- Net increase / (decrease)
- $756,352
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $141,463 | $0 | 2023 |
| Pension Innovations & Co | CONTRACT ADMI NISTRATOR | $0 | $0 | 2023 |
| Sjs Investment Services | INVESTMENT AD | $0 | $0 | 2023 |