Retirement plan

ZYLLION, INC. 401(K) PLAN

Name: ZYLLION, INC. - ZYLLION, INC. 401(K) PLAN (2023) Form 5500
Creator: ZYLLION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZYLLION, INC. 401(K) PLAN, ZYLLION, INC.

ZYLLION, INC.EIN 45-3486875Plan #001PY 2023

26439 RANCHO PKWY S STE 175 - LAKE FOREST, CA 92630949-988-7798zyllion.comLinkedIn1-10 employeesconsumer goods

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$129K

+144.7% from 2022

Total participants

-16.7% from 2022

Average account balance

$25,831

+193.6% from 2022

Annual return

17.87%

+17.87 pp from 2022

Benchmarks

See 9,621 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort9,621 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$160K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$32K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.21%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$649

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$1K

$223 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.864%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,831

$110,303-76.6%

$95,759-73.0%

$139,487-81.5%

Participation rate

100.0%

75.7%+24.3pp

72.3%+27.7pp

80.3%+19.7pp

Annual return

17.87%

27.19%-9.3pp

28.42%-10.5pp

373.84%-356.0pp

Employer contribution / active EE

$1,463

$3,261-55.1%

$2,836-48.4%

$4,755-69.2%

Participant deferral / active EE

$11,924

$4,674+155.1%

$4,244+181.0%

$6,713+77.6%

Admin fee / account holder

$223

$6,615-96.6%

$5,678-96.1%

$11,407-98.0%

ZYLLION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZYLLION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion