How big is James L. ZAK's plan?

James L. ZAK's plan reported $6.1M in assets and 4 participants for 2024.

Original filing (PDF)20250822153345NAL0002631763001

James L. ZAK

Name: James L. ZAK — James L. ZAK Profit Sharing Plan, Form 5500 (2024)
Creator: James L. ZAK
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James L. ZAK Profit Sharing Plan

Defined-contribution retirement plan · James L. ZAK's James L. ZAK Profit Sharing Plan held $6.1M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Gary Head signed James L. ZAK's 2024 Form 5500 as plan administrator.

Gary Head — 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

James L. ZAK's EIN is 94-3266756.

EIN 94-3266756

Plan number 001

Plan year 2024

ACK ID 20250822153345NAL0002631763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James L. ZAK from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James L. ZAK's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES L. ZAK.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

JAMES L. ZAK

EIN

all filings

Address

245 VALLEJO STREET · SAN FRANCISCO, CA · 94111

Phone

(415) 705-6200

Industry

Professional & Technical Services

Plan administrator