Zs Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Zs Associates, 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, Zs Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Zs Associates, Inc. under EIN 36-3249852 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,447 participants and $528,187,049 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zs Associates, Inc.
EIN
36-3249852
Plan number
001
Plan type
2
Location
Evanston, IL
Latest filing year
2023
Participants
4,447
End-of-year plan assets
$528,187,049

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,447H, C20241007081451NAL0007415171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$528,187,049
Total liabilities (EOY)
$0
Net assets (EOY)
$528,187,049
Net assets (BOY)
$404,529,213

Income & contributions

Employer contributions
$13,111,231
Participant contributions
$46,719,463
Total contributions
$62,600,411
Total income / additions
$160,521,452

Expenses & distributions

Benefits paid
$37,022,921
Administrative expenses
-$179,538
Total expenses
$36,863,616
Net increase / (decrease)
$123,657,836

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services Inc.INVESTMENT ADVISOR$50,000not reported in the loaded dataset2023
Delta Wealth AdvisorsACCOUNTANT/AUDITOR$22,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$252,038$02023

Related Form 5500 pages