Zukowski, Rogers, Flood & Mcardle 401(K) Plan — Form 5500 plan (Zukowski, Rogers, Flood & Mcardle)
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, Zukowski, Rogers, Flood & Mcardle 401(K) Plan is a benefit plan reported by Zukowski, Rogers, Flood & Mcardle under EIN 36-2467270 and plan number 001. The latest loaded filing year is 2023. The filing reports 35 participants and $8,485,736 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zukowski, Rogers, Flood & Mcardle
- EIN
- 36-2467270
- Plan number
- 001
- Plan type
- 2
- Location
- Crystal Lake, IL
- Latest filing year
- 2023
- Participants
- 35
- End-of-year plan assets
- $8,485,736
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35 | I | 20240521120423NAL0004054320001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,485,736
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,485,736
- Net assets (BOY)
- $6,891,163
Income & contributions
- Employer contributions
- $118,677
- Participant contributions
- $291,415
- Total income / additions
- $1,643,474
Expenses & distributions
- Benefits paid
- $48,851
- Administrative expenses
- $50
- Total expenses
- $48,901
- Net increase / (decrease)
- $1,594,573
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.