Zephyr Holdings, Inc. 401(K) Plan — Form 5500 plan (Zephyr Holdings, 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, Zephyr Holdings, Inc. 401(K) Plan is a benefit plan reported by Zephyr Holdings, Inc. under EIN 81-1666020 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $169,906 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zephyr Holdings, Inc.
- EIN
- 81-1666020
- Plan number
- 001
- Plan type
- 2
- Location
- Edmonds, WA
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $169,906
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241008141434NAL0008445251001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $169,906
- Net assets (EOY)
- $169,906
- Net assets (BOY)
- $147,367
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $22,539
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $22,539
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.