Back to filter
Original filing (PDF)20230620223255NAL0000123440001
ZAK TOOL
Form 5500-SF
FILING_RECEIVED
ZAK TOOL PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
9
Accounts w/ balance
12
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZAK TOOL.
Plan sponsor
Name
ZAK TOOL
EIN
95-4711853
Address
P.O. BOX 1430 · LEBEC, CA · 93243
Phone
(661) 248-6141
Industry
Manufacturingsee all
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 providersRelated plans
Similar-size Manufacturing plans
BOESER SHEET METAL, INC.
BOESER SHEET METAL 401(K) PLAN
$1.6M · 26 participants
SPRADLIN BROTHERS WELDING COMPANY
SPRADLIN BROTHERS WELDING COMPANY 401K RETIREMENT PLAN
$1.6M · 10 participants
DESSUREAU MACHINES, INC.
DESSUREAU MACHINES, INC. 401(K) PROFIT SHARING PLAN
$1.6M · 16 participants
BURKHARDT SHEET METAL COMPANY, INC.
BURKHARDT SHEET METAL COMPANY, INC. 401(K) PLAN
$1.6M · 10 participants
IRWIN HODSON GROUP LLC
IRWIN-HODSON GROUP, LLC 401(K) PROFIT SHARING PLAN
$1.6M · 14 participants
ACCELERATOR INDUSTRIES, INC.
ACCELERATOR INDUSTRIES, INC. 401(K) RETIREMENT SAVINGS PLAN
$1.6M · 14 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B