2023 Form 5500 filing — Zywave 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 20241010202433NAL0011890499001) for Zywave 401(K) Plan, reported by Zywave, Inc. under EIN 39-1810743 and plan number 002. It reports 1,135 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)$57.3MReported net assets$57,257,953
Participants1.1K1,135
Provider compensation$99K2 Schedule C row(s)$98,988
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010202433NAL0011890499001
Plan sponsor
Zywave, Inc.
EIN
39-1810743
Plan number
002
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
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)$57.3M total assets
Net assets$57.3MLiabilities$0
Money in vs. money out
Total income / additions$18.5M
Total expenses$8M
Benefits paid / distributions$7.9M
Contributions
Employer$1.7M
Participant$6.4M
Full reported line items
Total assets (EOY)
$57,257,953
Total liabilities (EOY)
$0
Net assets (EOY)
$57,257,953
Employer contributions
$1,730,653
Participant contributions
$6,447,773
Total income / additions
$18,489,209
Benefits paid
$7,901,853
Administrative expenses
$98,988
Total expenses
$8,010,784
Net increase / (decrease)
$10,478,425

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$74,008$0
Spectrum Investment Advisors IncINVESTMENT ADVISOR$24,980not reported in the loaded dataset

Related Form 5500 pages