How big is ZAK Tool's plan?

ZAK Tool's plan reported $1.6M in assets and 9 participants for 2022.

Original filing (PDF)20230620223255NAL0000123440001

ZAK Tool

Name: ZAK Tool — ZAK Tool Profit Sharing Plan, Form 5500 (2022)
Creator: ZAK Tool
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ZAK Tool Profit Sharing Plan

Defined-contribution retirement plan · ZAK Tool's ZAK Tool Profit Sharing Plan held $1.6M in plan assets for 9 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

James Kozak signed ZAK Tool's 2022 Form 5500 as plan administrator.

James Kozak — 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

ZAK Tool's EIN is 95-4711853.

EIN 95-4711853

Plan number 002

Plan year 2022

ACK ID 20230620223255NAL0000123440001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

ZAK Tool'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 ZAK TOOL.

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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.

Plan sponsor

Name

ZAK TOOL

EIN

all filings

Address

P.O. BOX 1430 · LEBEC, CA · 93243

Phone

(661) 248-6141

Industry

Manufacturing

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

2023-06-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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