Zoltek Corporation Savings & Profit Sharing Plan — Form 5500 plan (Zoltek Corporation)
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, Zoltek Corporation Savings & Profit Sharing Plan is a benefit plan reported by Zoltek Corporation under EIN 43-0549050 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $17,682,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zoltek Corporation
- EIN
- 43-0549050
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $17,682,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241015094427NAL0029165329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,682,148
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,682,148
- Net assets (BOY)
- $14,661,356
Income & contributions
- Employer contributions
- $552,328
- Participant contributions
- $1,247,151
- Total contributions
- $1,982,740
- Total income / additions
- $4,772,053
Expenses & distributions
- Benefits paid
- $1,735,678
- Administrative expenses
- $15,583
- Total expenses
- $1,751,261
- Net increase / (decrease)
- $3,020,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Epic Retirement Plan Services | NONE | $8,983 | not reported in the loaded dataset | 2023 |
| Enterprise Bank & Trust | NONE | $6,600 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,919 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zoltek Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Epic Retirement Plan Services — Schedule C compensation
- Enterprise Bank & Trust — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation