Zidell Employees Profit Sharing / 401(K) Plan — Form 5500 plan (Zidell Marine Corporation)
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, Zidell Employees Profit Sharing / 401(K) Plan is a benefit plan reported by Zidell Marine Corporation under EIN 91-0713057 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $69,689,689 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zidell Marine Corporation
- EIN
- 91-0713057
- Plan number
- 001
- Plan type
- 3
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $69,689,689
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20240826111826NAL0009464081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,689,689
- Total liabilities (EOY)
- $59,426
- Net assets (EOY)
- $69,630,263
- Net assets (BOY)
- $59,488,875
Income & contributions
- Employer contributions
- $196,664
- Participant contributions
- $1,015,171
- Total contributions
- $1,211,835
- Total income / additions
- $11,344,055
Expenses & distributions
- Benefits paid
- $1,112,921
- Administrative expenses
- $89,746
- Total expenses
- $1,202,667
- Net increase / (decrease)
- $10,141,388
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Plan Services | RECORDKEEPER | $34,611 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $21,535 | $0 | 2023 |
| Perkins And Co. P.C. | AUDITORS | $17,300 | not reported in the loaded dataset | 2023 |
| Reliant Consulting And Research | INVESTMENT ADVISORS | $8,800 | not reported in the loaded dataset | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORS | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zidell Marine Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Northwest Plan Services — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Perkins And Co. P.C. — Schedule C compensation
- Reliant Consulting And Research — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation