Zywave 401(K) Plan — Form 5500 plan (Zywave, 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, Zywave 401(K) Plan is a benefit plan reported by Zywave, Inc. under EIN 39-1810743 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,135 participants and $57,257,953 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$57.3MPlan net assets, end of year$57,257,953
Participants1.1KCovered participants reported1,135
Assets / participant$50.4KComputed: assets ÷ participants$50,448 (computed)
Provider compensation$99K2 Schedule C provider row(s)$98,988
- Plan sponsor
- Zywave, Inc.
- EIN
- 39-1810743
- Plan number
- 002
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,135 | H, C | 20241010202433NAL0011890499001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$57.3M total assets
Net assets$57.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $57,257,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,257,953
- Net assets (BOY)
- $46,779,528
Income & contributions
- Employer contributions
- $1,730,653
- Participant contributions
- $6,447,773
- Total contributions
- $9,397,583
- Total income / additions
- $18,489,209
Expenses & distributions
- Benefits paid
- $7,901,853
- Administrative expenses
- $98,988
- Total expenses
- $8,010,784
- Net increase / (decrease)
- $10,478,425
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $74,008 | $0 | 2023 |
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $24,980 | not reported in the loaded dataset | 2023 |