How big is The ZLC Group CPAS LLC's plan?

The ZLC Group CPAS LLC's plan reported $2.0M in assets and 55 participants for 2024.

Original filing (PDF)20251001144607NAL0013371457001

The ZLC Group CPAS LLC

Name: The ZLC Group CPAS LLC — ZLC Group 401(k) & Profit, Form 5500 (2024)
Creator: The ZLC Group CPAS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ZLC Group 401(k) & Profit Sharing Plan

401(k) retirement plan · The ZLC Group CPAS LLC's ZLC Group 401(k) & Profit Sharing Plan held $2.0M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Edward Lavery signed The ZLC Group CPAS LLC's 2024 Form 5500 as plan administrator.

Edward Lavery — 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

The ZLC Group CPAS LLC's EIN is 47-4753799.

EIN 47-4753799

Plan number 001

Plan year 2024

ACK ID 20251001144607NAL0013371457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The ZLC Group CPAS LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The ZLC Group CPAS LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off