Original filing (PDF)20231013132654NAL0033982273001

PAUL T. ZEKOS

Name: PAUL T. ZEKOS — ZEKOS GROUP PROFIT SHARING PLAN, Form 5500 (2022)
Creator: PAUL T. ZEKOS

Form 5500-SF

FILING_RECEIVED

ZEKOS GROUP PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 58.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAUL T. ZEKOS.

Plan sponsor

Name

PAUL T. ZEKOS

EIN

04-3347575

Address

P.O. BOX 549 · SHREWSBURY, MA · 01545

Phone

(508) 842-6400

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2017-12-01

Tax period

2017-12-31

Filed

2023-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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