Plan5500

Zennify 401(K) Plan — Form 5500 plan (Zennify, 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, Zennify 401(K) Plan is a benefit plan reported by Zennify, Inc. under EIN 86-2120058 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $6,945,772 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zennify, Inc.
EIN
86-2120058
Plan number
001
Plan type
2
Location
Meridian, ID
Latest filing year
2023
Participants
196
End-of-year plan assets
$6,945,772

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20241014125024NAL0014950467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,945,772
Total liabilities (EOY)
$0
Net assets (EOY)
$6,945,772
Net assets (BOY)
$6,103,248

Income & contributions

Employer contributions
$185,493
Participant contributions
$1,037,095
Total contributions
$1,222,588
Total income / additions
$2,339,894

Expenses & distributions

Benefits paid
$1,455,754
Administrative expenses
$41,616
Total expenses
$1,497,370
Net increase / (decrease)
$842,524

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliant Retirement ConsultingNONE$22,598not reported in the loaded dataset2023
Stancorp Financial GroupNONE$19,018not reported in the loaded dataset2023

Related Form 5500 pages