Original filing (PDF)20230510161335NAL0041499584001

Zulkie Partners LLC

Name: Zulkie Partners LLC — Zulkie Partners LLC Cash, Form 5500 (2022)
Creator: Zulkie Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zulkie Partners LLC Cash Balance Plan

Defined-benefit pension plan · Zulkie Partners LLC's Zulkie Partners LLC Cash Balance Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Zulkie Partners LLC's EIN is 36-4356805.

EIN 36-4356805

Plan number 002

Plan year 2022

ACK ID 20230510161335NAL0041499584001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Zulkie Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Zulkie Partners LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZULKIE PARTNERS LLC.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ZULKIE PARTNERS LLC

EIN

all filings

Address

135 SOUTH LA SALLE STREET · SUITE 3425 · CHICAGO, IL · 606034177

Phone

(312) 648-2244

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

Torem & Associates, a Professional Law Corporation

Torem & Associates Cash Balance Pension Plan

Siegel & Bergman, LLC

Siegel & Bergman, LLC 401(k) Profit Sharing Plan

Stocker Smith Luciani PLLC

Stocker Smith Luciani 401(k) Plan

Law Offices of Michael J. RAND, a Professional Corporation

Law Office of Michael J. RAND, a Professional Corporation Defined Benefit Pension Plan

Elliot S. Isaac, P.C.

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.