401(k)
2023 plan-year 401(k) DOL Form 5500

ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ZUNIS CAPITAL MANAGEMENT, INC.

This 401(k) plan holds N/A in total assets and serves 8 participants as of 2023. It is sponsored by ZUNIS CAPITAL MANAGEMENT, INC. in Oklahoma.

Total Assets (2023)
N/A
Participants
8
State
Industry
Finance & Insurance

What the Filing Says About ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by ZUNIS CAPITAL MANAGEMENT, INC., headquartered in Oklahoma. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 8 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 843966404, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN843966404
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ZUNIS CAPITAL MANAGEMENT, INC.)

Year Plans Participants Total Assets
2022 1 9 N/A
2023 1 8 N/A
2024 1 10 N/A

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Frequently Asked Questions

How much money is in the ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN?
As of the 2023 Form 5500 filing, ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN holds N/A in total assets with 8 participants. It is sponsored by ZUNIS CAPITAL MANAGEMENT, INC..
What type of plan is ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN?
ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 843966404.
Who sponsors the ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN?
ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN is sponsored by ZUNIS CAPITAL MANAGEMENT, INC., located in Oklahoma. The sponsor's EIN is 843966404 and the plan operates in the Finance & Insurance industry.
How did ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN perform in 2023?
ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN held N/A in total assets at the end of 2023.
Where can I find official filings for ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN?
Official Form 5500 filings for ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 843966404 or plan name at efast.dol.gov.
How does ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN compare to other plans?
You can compare ZUNIS CAPITAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Oklahoma on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 843966404.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.