Department of Labor filing

ZIDAN MANAGEMENT GROUP, INC.

ZIDAN MANAGEMENT GROUP, INC. 401(K) SAVINGS PLAN · For the plan year ended Dec 31, 2022

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Public filing 2022 · received Oct 23, 2023Verified current terms Not available

Plan at a glance

How good does the filing look?

42filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$221

Reported employer contributions per active participant.

Higher than about 32% of comparable plans

#People in the filing

160

Active participants reported for 2022.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$3 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 65% of comparable plans

↗Investment performance

Not available

Form 5500 does not report an employee investment return.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202242out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions32nd percentileTypical peer $636 · based on 25 comparable plans

Lower reported administrative expense65th percentileTypical peer $5 · based on 23 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2022, ZIDAN MANAGEMENT GROUP, INC. reported $35,379 in employer contributions across the plan and 160 active participants. That works out to $221 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy98%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context42/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $35,379
Participant contributions: $188,745
Other contributions: $30,958
Employer share of reported contributions: 15.8%
Beginning assets: $0
Ending assets: $248,832
Ending net assets: $248,832
Ending liabilities: $0
Total income: $255,085
Total expenses: $6,253
Administrative expenses: $385
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$221

Plan-paid administrative expenses per participant

2022

Active participants

2022

160

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2022	$221	160	248.8K	20231023090616NAL0005340320001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 203296230-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 1, 2022
Industry: Industry not reported
Amended filing: Yes
Final filing for this plan: No
Short plan year: Yes
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO	2022	Not reported	unknown
AMERICAN FUNDS DISTRIBUTORS, INC.	2022	Not reported	unknown
COHEN & STEERS CAPITAL MANAGEMENT	2022	Not reported	unknown
FIDELITY DISTRIBUTORS CORP.	2022	Not reported	unknown
METROPOLITAN WEST FUNDS	2022	Not reported	unknown
T. ROWE PRICE	2022	Not reported	unknown
VANGUARD	2022	Not reported	unknown

Current plan terms

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Filing ACK_ID20231023090616NAL0005340320001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗