Zoot Enterprises 401(K) Profit Sharing Plan — Form 5500 plan (Zoot Enterprises 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, Zoot Enterprises 401(K) Profit Sharing Plan is a benefit plan reported by Zoot Enterprises Inc under EIN 81-0529856 and plan number 001. The latest loaded filing year is 2023. The filing reports 503 participants and $37,303,855 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zoot Enterprises Inc
- EIN
- 81-0529856
- Plan number
- 001
- Plan type
- 2
- Location
- Bozeman, MT
- Latest filing year
- 2023
- Participants
- 503
- End-of-year plan assets
- $37,303,855
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 503 | H, C | 20240801141213NAL0022985489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,303,855
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,303,855
- Net assets (BOY)
- $29,746,889
Income & contributions
- Employer contributions
- $993,874
- Participant contributions
- $2,399,120
- Total contributions
- $3,438,886
- Total income / additions
- $9,024,541
Expenses & distributions
- Benefits paid
- $1,379,459
- Administrative expenses
- $88,116
- Total expenses
- $1,467,575
- Net increase / (decrease)
- $7,556,966
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,740 | $0 | 2023 |
| Stifel Nicolaus | ADVISOR | $41,376 | $0 | 2023 |