Z.v. Pate, Inc. 401(k) Plan: Login, Facts & Contact Information

Z.v. Pate, Inc. 401(k) Plan Facts

Plan name
Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
Z.V. PATE, INC.
Participants
602 (265 active employees)
Former employees with a balance
118
Plan assets
$24,782,060 at Dec 31, 2024
Average account balance
$97,953 across 253 accounts
Employer contributions
$540,802 in plan year 2024 (41% of all contributions)
Recordkeeper
John Hancock Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 20, 1948
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.33 million went into the plan in contributions, $540,802 of it from the employer (41%).
  • $10.7 million was paid out to participants.
  • Investment and other income added $4.01 million.
  • Administrative expenses were $166,610, about $659 per account.

How the Z.v. Pate, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019658$34.3 million$672,429$2.06 million
2020692$37.9 million$715,384$2.13 million
2021661$40.6 million$733,782$3.91 million
2022688$31.2 million$756,503$5.94 million
2023629$30.3 million$600,703$6.61 million
2024602$24.8 million$540,802$10.7 million

Z.v. Pate, Inc. 401(k) Contact Information

Phone
910-462-2122
Mailing address
9120 MORGAN STREET, NORTH CAROLINA NC 28351
Plan sponsor
Z.V. PATE, INC.
Plan administrator
FUTUREPLAN FIDUCIARY SERVICES
Employer identification number (EIN)
56-0350280
Plan number
333

Questions about the Z.v. Pate, Inc. 401(k)

Does Z.v. Pate, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $540,802, 41% of all contributions.

Does the Z.v. Pate, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Z.v. Pate, Inc 401(k) plan?

602 participants at the start of plan year 2024, 265 of them active employees, and 118 former employees who still had money in the plan.

What is the average 401(k) balance at Z.v. Pate, Inc?

About $97,953 per account: $24.8 million in plan assets across 253 accounts with a balance at the end of plan year 2024.

Who manages the Z.v. Pate, Inc 401(k) accounts?

John Hancock (listed on the filing as JOHN HANCOCK LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Z.v. Pate, Inc. How do I access my 401(k)?

Your account stays with John Hancock after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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