2023 Form 5500 filing — Zivaro, Inc. 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 20241211104152NAL0007004899001) for Zivaro, Inc. 401(K) Plan, reported by Zivaro, Inc. under EIN 84-1482895 and plan number 001. It reports 226 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)$15.6MReported net assets$15,637,441
Participants226
Provider compensation$50.6K4 Schedule C row(s)$50,603
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241211104152NAL0007004899001
Plan sponsor
Zivaro, Inc.
EIN
84-1482895
Plan number
001
Location
Denver, CO
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)$15.6M total assets
Net assets$15.6MLiabilities$0
Money in vs. money out
Total income / additions$5.2M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$448.1K
Participant$1.7M
Full reported line items
Total assets (EOY)
$15,637,441
Total liabilities (EOY)
$0
Net assets (EOY)
$15,637,441
Employer contributions
$448,064
Participant contributions
$1,698,034
Total income / additions
$5,159,262
Benefits paid
$1,186,789
Administrative expenses
$50,453
Total expenses
$1,238,798
Net increase / (decrease)
$3,920,464
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $25.6K · Indirect $0
  2. 2
    Adp, Inc.$24.8K
    RECORD KEEPER · Direct $24.8K · Indirect $0
  3. 3
    INVESTMENT MANAGER · Direct $150 · Indirect $0
  4. 4
    SECURITES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241211104152NAL0007004899001 cover?
It is the 2023 Form 5500 filing for Zivaro, Inc. 401(K) Plan, reported by Zivaro, Inc. (EIN 84-1482895).
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