Original filing (PDF)20251202082316NAL0011451393001

JOHN T. ZUBAL, INC.

Name: JOHN T. ZUBAL, INC. — THE JOHN T. ZUBAL, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: JOHN T. ZUBAL, INC.

Form 5500-SF

FILING_RECEIVED

THE JOHN T. ZUBAL, INC. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN T. ZUBAL, INC..

Plan sponsor

Name

JOHN T. ZUBAL, INC.

EIN

34-1192291

Address

2969 WEST 25TH STREET · CLEVELAND, OH · 44113

Phone

(216) 333-4068

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-08-31

Filed

2025-12-02

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

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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$0 · 12 participants