Eckert & Ziegler Isotope Products Savings And Investment Plan — Form 5500 plan (Eckert & Ziegler Isotope Products, 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, Eckert & Ziegler Isotope Products Savings And Investment Plan is a benefit plan reported by Eckert & Ziegler Isotope Products, Inc. under EIN 95-2666980 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $44,094,120 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eckert & Ziegler Isotope Products, Inc.
EIN
95-2666980
Plan number
001
Plan type
2
Location
Valencia, CA
Latest filing year
2023
Participants
181
End-of-year plan assets
$44,094,120

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20240930111947NAL0010057664001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$44,094,120
Total liabilities (EOY)
$0
Net assets (EOY)
$44,094,120
Net assets (BOY)
$35,604,369

Income & contributions

Employer contributions
$803,992
Participant contributions
$1,847,704
Total contributions
$2,967,644
Total income / additions
$10,233,207

Expenses & distributions

Benefits paid
$1,708,462
Administrative expenses
$14,980
Total expenses
$1,743,456
Net increase / (decrease)
$8,489,751

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
BdoACCOUNTANT/AUDITOR$20,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$19,566not reported in the loaded dataset2023
Fidelity Workplace Services LLCPLAN ADMINISTRATOR-$24,586$02023

Related Form 5500 pages