Zabel & Associates, Pc 401(K) — Form 5500 plan (Zabel & Associates, Pc)
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, Zabel & Associates, Pc 401(K) is a benefit plan reported by Zabel & Associates, Pc under EIN 92-1266270 and plan number 001. The latest loaded filing year is 2023. The filing reports 17 participants and $2,091,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zabel & Associates, Pc
- EIN
- 92-1266270
- Plan number
- 001
- Plan type
- 2
- Location
- Morris, IL
- Latest filing year
- 2023
- Participants
- 17
- End-of-year plan assets
- $2,091,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17 | I | 20250118140200NAL0053754946001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,091,809
- Net assets (EOY)
- $2,091,809
- Net assets (BOY)
- $1,746,221
Income & contributions
- Employer contributions
- $26,864
- Participant contributions
- $60,934
- Total income / additions
- $367,232
Expenses & distributions
- Benefits paid
- $21,644
- Total expenses
- $21,644
- Net increase / (decrease)
- $345,588
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.