Zume, Inc. 401(K) Plan — Form 5500 plan (Zume, 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, Zume, Inc. 401(K) Plan is a benefit plan reported by Zume, Inc. under EIN 47-4609168 and plan number 001. The latest loaded filing year is 2023. The filing reports 292 participants and $2,446,203 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zume, Inc.
EIN
47-4609168
Plan number
001
Plan type
2
Location
Camarillo, CA
Latest filing year
2023
Participants
292
End-of-year plan assets
$2,446,203

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023292H, C20241015234040NAL0015539315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,446,203
Total liabilities (EOY)
$0
Net assets (EOY)
$2,446,203
Net assets (BOY)
$4,691,092

Income & contributions

Employer contributions
$0
Participant contributions
$290,669
Total contributions
$314,779
Total income / additions
$945,991

Expenses & distributions

Benefits paid
$3,126,770
Administrative expenses
$55,654
Total expenses
$3,190,880
Net increase / (decrease)
-$2,244,889

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefits Coordinators, Inc.CONSULTANT$30,850not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,804$02023

Related Form 5500 pages