Plan5500

Zwift, Inc. 401(K) Plan — Form 5500 plan (Zwift, 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, Zwift, Inc. 401(K) Plan is a benefit plan reported by Zwift, Inc. under EIN 81-2798595 and plan number 011. The latest loaded filing year is 2023. The filing reports 498 participants and $27,878,891 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zwift, Inc.
EIN
81-2798595
Plan number
011
Plan type
2
Location
Long Beach, CA
Latest filing year
2023
Participants
498
End-of-year plan assets
$27,878,891

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023498H, C20240718144150NAL0003254083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,878,891
Total liabilities (EOY)
$0
Net assets (EOY)
$27,878,891
Net assets (BOY)
$18,804,466

Income & contributions

Employer contributions
$2,485,835
Participant contributions
$3,929,452
Total contributions
$7,396,195
Total income / additions
$11,805,713

Expenses & distributions

Benefits paid
$2,597,057
Administrative expenses
$134,231
Total expenses
$2,731,288
Net increase / (decrease)
$9,074,425

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burnham Gibson Wealth Advisors LLCADVISOR$66,336not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$59,983$02023
Strategic Advisors, Inc.ADVISOR$7,912not reported in the loaded dataset2023

Related Form 5500 pages