Zeeco, Inc. 401(K) Plan — Form 5500 plan (Zeeco, 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, Zeeco, Inc. 401(K) Plan is a benefit plan reported by Zeeco, Inc. under EIN 73-1074490 and plan number 001. The latest loaded filing year is 2023. The filing reports 862 participants and $107,999,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zeeco, Inc.
- EIN
- 73-1074490
- Plan number
- 001
- Plan type
- 2
- Location
- Broken Arrow, OK
- Latest filing year
- 2023
- Participants
- 862
- End-of-year plan assets
- $107,999,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 862 | H, C | 20241001093049NAL0003160323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,999,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $107,999,626
- Net assets (BOY)
- $87,472,506
Income & contributions
- Employer contributions
- $4,402,143
- Participant contributions
- $6,800,507
- Total contributions
- $11,818,825
- Total income / additions
- $27,981,280
Expenses & distributions
- Benefits paid
- $7,337,285
- Administrative expenses
- $116,875
- Total expenses
- $7,454,160
- Net increase / (decrease)
- $20,527,120
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arthur J. Gallagher & Co | CONSULTANT | $56,250 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $44,215 | $0 | 2023 |
| Hogan Taylor Llp | ACCOUNTANT/AUDITOR | $11,400 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,010 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zeeco, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Broken Arrow, OK
- Arthur J. Gallagher & Co — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Hogan Taylor Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation