Zift Solutions 401(K) Plan — Form 5500 plan (Zift Solutions, 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, Zift Solutions 401(K) Plan is a benefit plan reported by Zift Solutions, Inc. under EIN 20-4506719 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $5,138,710 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zift Solutions, Inc.
EIN
20-4506719
Plan number
001
Plan type
2
Location
Cary, NC
Latest filing year
2023
Participants
126
End-of-year plan assets
$5,138,710

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20241015070749NAL0048359312001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,138,710
Total liabilities (EOY)
$0
Net assets (EOY)
$5,138,710
Net assets (BOY)
$4,882,165

Income & contributions

Employer contributions
$36,415
Participant contributions
$597,609
Total contributions
$741,135
Total income / additions
$1,571,169

Expenses & distributions

Benefits paid
$1,291,878
Administrative expenses
$21,598
Total expenses
$1,314,624
Net increase / (decrease)
$256,545

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Investment Advisors LLCADVISOR$16,404not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$994$02023

Related Form 5500 pages