Plan Ledger DOL Form 5500 · updated monthly

Zandex, Inc.ESOP

ZANDEX EMPLOYEE STOCK OWNERSHIP PLAN · ZANESVILLE, OH · plan year 2022

Plan assets · 2022
$1.5M

Zandex, Inc.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $1,472,567 across 1,429 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Ohio (3,089th of 3,295), and 10,489th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,472,567
Participants with balances1,429
Active participants0
Employer contributions$636,532
Employee contributions—
Employer contribution per active participant—
Average account balance$1,030
Benefits paid to participants$662,716
Plan auditUnmodified (clean) audit opinion
AuditorPW PARTNERS, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $847K emplr
2022$1.5M · 1,429 accts · $637K emplr
Administrative cost history2
2023Not separately reported
2022Not separately reported
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Source: U.S. Department of Labor, Form 5500 series, EIN 316086342 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.