Original filing (PDF)20251015095217NAL0004509777003

EDWARD ZENGEL AND SON EXPRESS, INC.

Name: EDWARD ZENGEL AND SON EXPRESS, INC. — EDWARD ZENGEL & SON, INC. 401 (K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EDWARD ZENGEL AND SON EXPRESS, INC.

Form 5500-SF

FILING_RECEIVED

EDWARD ZENGEL & SON, INC. 401 (K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDWARD ZENGEL AND SON EXPRESS, INC..

Plan sponsor

Name

EDWARD ZENGEL AND SON EXPRESS, INC.

EIN

65-0029286

Address

4180 CANAL STREET · FORT MEYERS, FL · 33916

Phone

(239) 768-0660

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

BULKBOOK LOGISTICS LLC

BULKBOOK LOGISTICS 401(K) PLAN

$154K · 10 participants

BELLAPORT TRANSPORTATION, INC.

BELLAPORT TRANSPORTATION 401(K) PLAN

$154K · 9 participants

MILES TRANSPORTATION, LLC

MILES TRANSPORTATION, LLC 401(K) PROFIT SHARING PLAN

$155K · 9 participants

STA DELIVERY LLC

STA DELIVERY LLC 401(K) PLAN

$154K · 100 participants

2 FAST LOGISTICS INCORPORATED

2 FAST LOGISTICS 401(K) PLAN

$154K · 16 participants