Zimperium, Inc. 401(K) Plan & Trust — Form 5500 plan (Zimperium, Inc.)

Plain-English plan 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, Zimperium, Inc. 401(K) Plan & Trust is a benefit plan reported by Zimperium, Inc. under EIN 46-3419735 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $7,821,054 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zimperium, Inc.
EIN
46-3419735
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
163
End-of-year plan assets
$7,821,054

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20240926100458NAL0000590625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,821,054
Total liabilities (EOY)
$0
Net assets (EOY)
$7,821,054
Net assets (BOY)
$6,013,345

Income & contributions

Employer contributions
$63,980
Participant contributions
$1,391,838
Total contributions
$1,473,851
Total income / additions
$2,547,132

Expenses & distributions

Benefits paid
$702,528
Administrative expenses
$36,895
Total expenses
$739,423
Net increase / (decrease)
$1,807,709

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp Morgan Securities LLCADVISOR$18,792not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$15,485$02023

Related Form 5500 pages