Zt Motors 401(K) Plan — Form 5500 plan (Zt Motors Of Fort Walton, Lp)

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, Zt Motors 401(K) Plan is a benefit plan reported by Zt Motors Of Fort Walton, Lp under EIN 47-1873593 and plan number 002. The latest loaded filing year is 2023. The filing reports 417 participants and $7,871,892 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zt Motors Of Fort Walton, Lp
EIN
47-1873593
Plan number
002
Plan type
2
Location
Fort Walton Beach, FL
Latest filing year
2023
Participants
417
End-of-year plan assets
$7,871,892

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023417H, C20241015145415NAL0048503648001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,871,892
Net assets (EOY)
$7,871,892
Net assets (BOY)
$7,991,801

Income & contributions

Employer contributions
$156,353
Participant contributions
$718,119
Total contributions
$952,407
Total income / additions
$2,175,489

Expenses & distributions

Benefits paid
$2,257,067
Administrative expenses
$32,470
Total expenses
$2,295,398
Net increase / (decrease)
-$119,909

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stifel Nicolaus & Company Inc.SERVICE PROVIDER$0$27,5632023
United Benefit Pensions, Inc.TPA$0$7,1732023

Related Form 5500 pages