Zspace, Inc. 401(K) Plan — Form 5500 plan (Zspace, 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, Zspace, Inc. 401(K) Plan is a benefit plan reported by Zspace, Inc. under EIN 35-2284050 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $12,498,164 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zspace, Inc.
EIN
35-2284050
Plan number
001
Plan type
2
Location
San Jose, CA
Latest filing year
2023
Participants
149
End-of-year plan assets
$12,498,164

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241014173928NAL0053393090001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,498,164
Total liabilities (EOY)
$0
Net assets (EOY)
$12,498,164
Net assets (BOY)
$9,125,990

Income & contributions

Employer contributions
$126,918
Participant contributions
$1,055,666
Total contributions
$1,791,775
Total income / additions
$3,752,548

Expenses & distributions

Benefits paid
$379,938
Administrative expenses
$436
Total expenses
$380,374
Net increase / (decrease)
$3,372,174

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wespac Plan Services, LLCNONE$76not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$37$02023

Related Form 5500 pages