Z & M Sheet Metal, Inc. Profit Sharing Plan — Form 5500 plan (Z & M Sheet Metal, 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, Z & M Sheet Metal, Inc. Profit Sharing Plan is a benefit plan reported by Z & M Sheet Metal, Inc. under EIN 54-0808788 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $9,387,551 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Z & M Sheet Metal, Inc.
EIN
54-0808788
Plan number
001
Plan type
2
Location
Chantilly, VA
Latest filing year
2023
Participants
127
End-of-year plan assets
$9,387,551

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20241007111036NAL0015080145001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,387,551
Total liabilities (EOY)
$0
Net assets (EOY)
$9,387,551
Net assets (BOY)
$8,131,204

Income & contributions

Employer contributions
$500,000
Total contributions
$500,000
Total income / additions
$1,655,340

Expenses & distributions

Benefits paid
$363,113
Administrative expenses
$35,880
Total expenses
$398,993
Net increase / (decrease)
$1,256,347

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mckinley CarterINVESTMENT MANAGEMENT$35,880not reported in the loaded dataset2023

Related Form 5500 pages