Retirement plan

ZLH ENTERPRISES PROFIT SHARING PLAN

Name: SAFETY FIRST PRODUCTS, INC. DBA ZLH ENTERPRISES - ZLH ENTERPRISES PROFIT SHARING PLAN (2023) Form 5500
Creator: SAFETY FIRST PRODUCTS, INC. DBA ZLH ENTERPRISES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZLH ENTERPRISES PROFIT SHARING PLAN, SAFETY FIRST PRODUCTS, INC. DBA ZLH ENTERPRISES

SAFETY FIRST PRODUCTS, INC. DBA ZLH ENTERPRISESEIN 22-2814568Plan #003PY 2023

100 CRAIG ROAD, SUITE 105 - MANALAPAN, NJ 07726732-995-7475

Other plans on this EIN

1 filing

#004Retirement-$860K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+23.9% from 2022

Total participants

+40.0% from 2022

Average account balance

$186,451

-11.5% from 2022

Annual return

11.17%

+24.36 pp from 2022

Benchmarks

See 23,805 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort23,805 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$262K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$50K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.11%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$676

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$186,451

$154,209+20.9%

$130,062+43.4%

$139,487+33.7%

Participation rate

100.0%

82.0%+18.0pp

78.5%+21.5pp

80.3%+19.7pp

Annual return

11.17%

32.52%-21.3pp

-137.37%+148.5pp

373.84%-362.7pp

Employer contribution / active EE

$7,308

$5,292+38.1%

$4,322+69.1%

$4,755+53.7%

Participant deferral / active EE

$11,786

$6,709+75.7%

$5,821+102.5%

$6,713+75.6%

Admin fee / account holder

$13,988-100.0%

$10,601-100.0%

$11,407-100.0%

ZLH ENTERPRISES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ZLH ENTERPRISES PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion