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, Zacks Investment Research, Inc. 401(K) Savings Plan is a benefit plan reported by Zacks Investment Research, Inc. under EIN 36-3108701 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $31,904,189 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,904,189
- Net assets (EOY)
- $31,904,189
- Net assets (BOY)
- $25,064,389
Income & contributions
- Participant contributions
- $2,226,523
- Total contributions
- $2,329,709
- Total income / additions
- $7,704,861
Expenses & distributions
- Benefits paid
- $788,251
- Administrative expenses
- $76,810
- Total expenses
- $865,061
- Net increase / (decrease)
- $6,839,800