Zdg/Hec 401(K) Plan — Form 5500 plan (Zimmerman Architectural Studios, 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, Zdg/Hec 401(K) Plan is a benefit plan reported by Zimmerman Architectural Studios, Inc. under EIN 39-1101911 and plan number 003. The latest loaded filing year is 2023. The filing reports 128 participants and $12,556,937 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.6MPlan net assets, end of year$12,556,937
Participants128Covered participants reported
Assets / participant$98.1KComputed: assets ÷ participants$98,101 (computed)
Provider compensation$38.1K2 Schedule C provider row(s)$38,112
- Plan sponsor
- Zimmerman Architectural Studios, Inc.
- EIN
- 39-1101911
- Plan number
- 003
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20241014141430NAL0053902386001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12.6M total assets
Net assets$12.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,556,937
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,556,937
- Net assets (BOY)
- $10,505,305
Income & contributions
- Employer contributions
- $45,161
- Participant contributions
- $824,291
- Total contributions
- $1,012,020
- Total income / additions
- $2,861,364
Expenses & distributions
- Benefits paid
- $771,395
- Administrative expenses
- $38,337
- Total expenses
- $809,732
- Net increase / (decrease)
- $2,051,632
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
95%
Employer 5%Participant 95%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectrum Investment Advisors Inc | ADVISOR | $28,867 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,245 | $0 | 2023 |