Zaheri Group Retirement Plan — Form 5500 plan (Zaheri Group)
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, Zaheri Group Retirement Plan is a benefit plan reported by Zaheri Group under EIN 94-3072384 and plan number 001. The latest loaded filing year is 2023. The filing reports 566 participants and $12,315,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zaheri Group
- EIN
- 94-3072384
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 566
- End-of-year plan assets
- $12,315,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 566 | H, C | 20241015103007NAL0029257105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,315,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,315,368
- Net assets (BOY)
- $10,626,562
Income & contributions
- Employer contributions
- $277,217
- Participant contributions
- $912,486
- Total contributions
- $1,189,703
- Total income / additions
- $2,870,534
Expenses & distributions
- Benefits paid
- $1,118,012
- Administrative expenses
- $63,716
- Total expenses
- $1,181,728
- Net increase / (decrease)
- $1,688,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $26,477 | $0 | 2023 |
| Forusall Advisors | NONE | $20,739 | not reported in the loaded dataset | 2023 |
| Pension Assurance, Llp | NONE | $16,500 | not reported in the loaded dataset | 2023 |