Zimmer Biomet Apex Surgical 401(K) Plan — Form 5500 plan (Zimmer Biomet Apex Surgical, LLC)

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, Zimmer Biomet Apex Surgical 401(K) Plan is a benefit plan reported by Zimmer Biomet Apex Surgical, LLC under EIN 45-4131428 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $7,488,139 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zimmer Biomet Apex Surgical, LLC
EIN
45-4131428
Plan number
001
Plan type
2
Location
Broadview Heights, OH
Latest filing year
2023
Participants
145
End-of-year plan assets
$7,488,139

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20240918083057NAL0005847808001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,488,139
Total liabilities (EOY)
$30,711
Net assets (EOY)
$7,457,428
Net assets (BOY)
$5,849,407

Income & contributions

Employer contributions
$0
Participant contributions
$883,835
Total contributions
$908,224
Total income / additions
$2,085,052

Expenses & distributions

Benefits paid
$385,998
Administrative expenses
$36,697
Total expenses
$477,031
Net increase / (decrease)
$1,608,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Carnegie Capital Asset Management LINVESTMENT ADVISOR$26,105not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$10,592$02023

Related Form 5500 pages