How big is ZM Financial Systems' plan?

ZM Financial Systems' plan reported $116K in assets for 2024.

Original filing (PDF)20250602092150NAL0009396113001

ZM Financial Systems

Name: ZM Financial Systems — ZM Financial Systems 401(k), Form 5500 (2024)
Creator: ZM Financial Systems
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ZM Financial Systems 401(k) Profit Sharing Plan

401(k) retirement plan · ZM Financial Systems' ZM Financial Systems 401(k) Profit Sharing Plan reported $116K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$116K

Net assets (EOY)

$116K

People on this filing

Larry TRAN signed ZM Financial Systems' 2024 Form 5500 as plan administrator.

Larry TRAN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ZM Financial Systems' EIN is 20-0334819.

EIN 20-0334819

Plan number 001

Plan year 2024

ACK ID 20250602092150NAL0009396113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ZM Financial Systems from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ZM Financial Systems' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZM FINANCIAL SYSTEMS.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score