2023 Form 5500 filing — Zywave 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 20241010202433NAL0011890499001) for Zywave 401(K) Plan, reported by Zywave, Inc. under EIN 39-1810743 and plan number 002. It reports 1,135 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)$57.3MReported net assets$57,257,953
Participants1.1K1,135
Provider compensation$99K2 Schedule C row(s)$98,988
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010202433NAL0011890499001
- Plan sponsor
- Zywave, Inc.
- EIN
- 39-1810743
- Plan number
- 002
- Location
- Milwaukee, WI
- Received date
- not reported in the loaded dataset
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)$57.3M total assets
Net assets$57.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $57,257,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,257,953
- Employer contributions
- $1,730,653
- Participant contributions
- $6,447,773
- Total income / additions
- $18,489,209
- Benefits paid
- $7,901,853
- Administrative expenses
- $98,988
- Total expenses
- $8,010,784
- Net increase / (decrease)
- $10,478,425
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $74,008 | $0 |
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $24,980 | not reported in the loaded dataset |