Plan5500

Zehnder'S Of Frankenmuth, Inc. 401(K) & Profit Sharing Plan & Trust — Form 5500 plan (Zehnder'S Of Frankenmuth, 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, Zehnder'S Of Frankenmuth, Inc. 401(K) & Profit Sharing Plan & Trust is a benefit plan reported by Zehnder'S Of Frankenmuth, Inc. under EIN 38-1280601 and plan number 002. The latest loaded filing year is 2023. The filing reports 441 participants and $15,945,949 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zehnder'S Of Frankenmuth, Inc.
EIN
38-1280601
Plan number
002
Plan type
2
Location
Frankenmuth, MI
Latest filing year
2023
Participants
441
End-of-year plan assets
$15,945,949

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023441H, C20240909121514NAL0005448145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,945,949
Total liabilities (EOY)
$0
Net assets (EOY)
$15,945,949
Net assets (BOY)
$13,566,289

Income & contributions

Employer contributions
$500,000
Participant contributions
$1,040,610
Total contributions
$1,540,610
Total income / additions
$3,924,731

Expenses & distributions

Benefits paid
$1,448,596
Administrative expenses
$96,475
Total expenses
$1,545,071
Net increase / (decrease)
$2,379,660

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captrust Investment AdvisorsINVESTMENT ADVISOR$65,856not reported in the loaded dataset2023
Milliman, Inc.NONE$30,359not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages