Zuern Building Products, Inc 401(K) Profit Sharing Plan — Form 5500 plan (Zuern Building Products, 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, Zuern Building Products, Inc 401(K) Profit Sharing Plan is a benefit plan reported by Zuern Building Products, Inc under EIN 39-1140928 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $19,887,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zuern Building Products, Inc
- EIN
- 39-1140928
- Plan number
- 001
- Plan type
- 2
- Location
- Slinger, WI
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $19,887,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241004095159NAL0006572147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,887,002
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,887,002
- Net assets (BOY)
- $16,977,758
Income & contributions
- Employer contributions
- $1,025,962
- Participant contributions
- $1,234,850
- Total contributions
- $2,364,603
- Total income / additions
- $4,922,906
Expenses & distributions
- Benefits paid
- $1,920,543
- Administrative expenses
- $93,119
- Total expenses
- $2,013,662
- Net increase / (decrease)
- $2,909,244
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $90,493 | $0 | 2023 |
| Woodbury Financial Services | OTHER SERVICES | $0 | $34,923 | 2023 |
| Merit Financial Advisors | INVESTMENT ADVISORY | $0 | $14,466 | 2023 |
| Pension Consultants, Inc | OTHER SERVICES | $2,625 | $7,287 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zuern Building Products, Inc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Slinger, WI
- Principal Life Insurance Company — Schedule C compensation
- Woodbury Financial Services — Schedule C compensation
- Merit Financial Advisors — Schedule C compensation
- Pension Consultants, Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation