2023 Form 5500 filing — Notable 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009220051NAL0009572339004) for Notable 401(K) Plan, reported by Zealth, Inc. under EIN 82-1290020 and plan number 001. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.1MReported net assets$7,100,010
Participants244
Provider compensation$6K1 Schedule C row(s)$6,039
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009220051NAL0009572339004
Plan sponsor
Zealth, Inc.
EIN
82-1290020
Plan number
001
Location
San Mateo, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$886.9K
Benefits paid / distributions$848.3K
Contributions
Employer$4.8K
Participant$2.5M
Full reported line items
Total assets (EOY)
$7,100,010
Total liabilities (EOY)
$0
Net assets (EOY)
$7,100,010
Employer contributions
$4,814
Participant contributions
$2,464,493
Total income / additions
$4,508,807
Benefits paid
$848,256
Administrative expenses
$6,039
Total expenses
$886,903
Net increase / (decrease)
$3,621,904
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009220051NAL0009572339004 cover?
It is the 2023 Form 5500 filing for Notable 401(K) Plan, reported by Zealth, Inc. (EIN 82-1290020).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages