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, Zm Holdings Multiple Employer 401(K) Plan is a benefit plan reported by Pate Trucking Company, LLC under EIN 75-1366683 and plan number 001. The latest loaded filing year is 2023. The filing reports 424 participants and $9,285,727 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,285,727
- Total liabilities (EOY)
- $10,387
- Net assets (EOY)
- $9,275,340
- Net assets (BOY)
- $7,445,216
Income & contributions
- Employer contributions
- $488,525
- Participant contributions
- $800,513
- Total contributions
- $1,293,497
- Total income / additions
- $2,626,883
Expenses & distributions
- Benefits paid
- $723,262
- Administrative expenses
- $68,894
- Total expenses
- $796,759
- Net increase / (decrease)
- $1,830,124