Zola Windows Employee Stock Ownership 401(K) Plan — Form 5500 plan (Zeitgeist, 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, Zola Windows Employee Stock Ownership 401(K) Plan is a benefit plan reported by Zeitgeist, Inc. under EIN 80-0946150 and plan number 001. The latest loaded filing year is 2023. The filing reports 23 participants and $1,604,339 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zeitgeist, Inc.
- EIN
- 80-0946150
- Plan number
- 001
- Plan type
- 2
- Location
- Steamboat Springs, CO
- Latest filing year
- 2023
- Participants
- 23
- End-of-year plan assets
- $1,604,339
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 23 | I | 20241010170623NAL0020586817001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,604,339
- Total liabilities (EOY)
- $458
- Net assets (EOY)
- $1,603,881
- Net assets (BOY)
- $174,617
Income & contributions
- Employer contributions
- $84,682
- Participant contributions
- $205,672
- Total income / additions
- $1,429,792
Expenses & distributions
- Administrative expenses
- $508
- Total expenses
- $528
- Net increase / (decrease)
- $1,429,264
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.