Legalzoom.Com, Inc. 401(K) Plan — Form 5500 plan (Legalzoom.Com, 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, Legalzoom.Com, Inc. 401(K) Plan is a benefit plan reported by Legalzoom.Com, Inc. under EIN 95-4752856 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,604 participants and $75,665,289 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Legalzoom.Com, Inc.
EIN
95-4752856
Plan number
001
Plan type
2
Location
Mountain View, CA
Latest filing year
2023
Participants
1,604
End-of-year plan assets
$75,665,289

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,604H, C20241112120513NAL0016084609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,665,289
Total liabilities (EOY)
$0
Net assets (EOY)
$75,665,289
Net assets (BOY)
$55,076,545

Income & contributions

Employer contributions
$4,026,615
Participant contributions
$8,986,184
Total contributions
$16,179,768
Total income / additions
$27,859,988

Expenses & distributions

Benefits paid
$7,084,829
Administrative expenses
$111,285
Total expenses
$7,271,244
Net increase / (decrease)
$20,588,744

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$72,404$02023
Pensionmark Financial Group LLCADVISOR$40,000not reported in the loaded dataset2023

Related Form 5500 pages