YOURPEOPLE INC. DBA ZENEFITS FTW INSURANCE SERVICES has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022 : ZENEFITS 401(K) PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-05-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2022-05-31 | $0 |
| Total transfer of assets to this plan | 2022-05-31 | $0 |
| Total transfer of assets from this plan | 2022-05-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $0 |
| Total income from all sources (including contributions) | 2022-05-31 | $-1,953,999 |
| Total loss/gain on sale of assets | 2022-05-31 | $0 |
| Total of all expenses incurred | 2022-05-31 | $15,081,071 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-31 | $15,073,343 |
| Expenses. Certain deemed distributions of participant loans | 2022-05-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-31 | $224,795 |
| Value of total assets at end of year | 2022-05-31 | $0 |
| Value of total assets at beginning of year | 2022-05-31 | $17,035,070 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-31 | $7,728 |
| Total interest from all sources | 2022-05-31 | $1,397 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-05-31 | $6,679 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-05-31 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-05-31 | $6,679 |
| Was this plan covered by a fidelity bond | 2022-05-31 | Yes |
| Value of fidelity bond cover | 2022-05-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-05-31 | No |
| Contributions received from participants | 2022-05-31 | $224,795 |
| Participant contributions at end of year | 2022-05-31 | $0 |
| Participant contributions at beginning of year | 2022-05-31 | $117,494 |
| Participant contributions at end of year | 2022-05-31 | $0 |
| Participant contributions at beginning of year | 2022-05-31 | $59,096 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-05-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-05-31 | $0 |
| Other income not declared elsewhere | 2022-05-31 | $0 |
| Administrative expenses (other) incurred | 2022-05-31 | $7,728 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Value of net income/loss | 2022-05-31 | $-17,035,070 |
| Value of net assets at end of year (total assets less liabilities) | 2022-05-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-05-31 | $17,035,070 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-05-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-05-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-05-31 | $16,679,034 |
| Interest on participant loans | 2022-05-31 | $1,397 |
| Income. Interest from loans (other than to participants) | 2022-05-31 | $0 |
| Interest earned on other investments | 2022-05-31 | $0 |
| Income. Interest from US Government securities | 2022-05-31 | $0 |
| Income. Interest from corporate debt instruments | 2022-05-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2022-05-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-05-31 | $179,446 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-05-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-05-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-05-31 | $-2,187,865 |
| Net investment gain/loss from pooled separate accounts | 2022-05-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2022-05-31 | $995 |
| Net gain/loss from 103.12 investment entities | 2022-05-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-05-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-05-31 | No |
| Contributions received in cash from employer | 2022-05-31 | $0 |
| Income. Dividends from preferred stock | 2022-05-31 | $0 |
| Income. Dividends from common stock | 2022-05-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-31 | $15,073,343 |
| Did the plan have assets held for investment | 2022-05-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-05-31 | Unqualified |
| Accountancy firm name | 2022-05-31 | ARMANINO, LLP |
| Accountancy firm EIN | 2022-05-31 | 946214841 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $0 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-1,953,999 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $15,081,071 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $15,073,343 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $224,795 |
| Value of total assets at end of year | 2022-01-01 | $0 |
| Value of total assets at beginning of year | 2022-01-01 | $17,035,070 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $7,728 |
| Total interest from all sources | 2022-01-01 | $1,397 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $6,679 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-01-01 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $6,679 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $224,795 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $117,494 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $59,096 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-01-01 | $0 |
| Other income not declared elsewhere | 2022-01-01 | $0 |
| Administrative expenses (other) incurred | 2022-01-01 | $7,728 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-17,035,070 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $17,035,070 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $16,679,034 |
| Interest on participant loans | 2022-01-01 | $1,397 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $0 |
| Interest earned on other investments | 2022-01-01 | $0 |
| Income. Interest from US Government securities | 2022-01-01 | $0 |
| Income. Interest from corporate debt instruments | 2022-01-01 | $0 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $179,446 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-2,187,865 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $0 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $995 |
| Net gain/loss from 103.12 investment entities | 2022-01-01 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $0 |
| Income. Dividends from preferred stock | 2022-01-01 | $0 |
| Income. Dividends from common stock | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $15,073,343 |
| Did the plan have assets held for investment | 2022-01-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | ARMANINO, LLP |
| Accountancy firm EIN | 2022-01-01 | 946214841 |
| 2021 : ZENEFITS 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $4,871,391 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $3,419,496 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,399,462 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,266,927 |
| Value of total assets at end of year | 2021-12-31 | $17,035,070 |
| Value of total assets at beginning of year | 2021-12-31 | $15,583,175 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $20,034 |
| Total interest from all sources | 2021-12-31 | $3,058 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,004,726 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,004,726 |
| Administrative expenses professional fees incurred | 2021-12-31 | $300 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $2,201,615 |
| Participant contributions at end of year | 2021-12-31 | $117,494 |
| Participant contributions at beginning of year | 2021-12-31 | $69,844 |
| Participant contributions at end of year | 2021-12-31 | $59,096 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $65,312 |
| Other income not declared elsewhere | 2021-12-31 | $33,801 |
| Administrative expenses (other) incurred | 2021-12-31 | $19,734 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,451,895 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,035,070 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $15,583,175 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $16,679,034 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $15,224,998 |
| Interest on participant loans | 2021-12-31 | $3,058 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $179,446 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $288,333 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,558,814 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $4,065 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,399,462 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | ARMANINO, LLP |
| Accountancy firm EIN | 2021-12-31 | 946214841 |
| 2020 : ZENEFITS 401(K) PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $5,586,259 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $2,438,152 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,423,615 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,154,086 |
| Value of total assets at end of year | 2020-12-31 | $15,583,175 |
| Value of total assets at beginning of year | 2020-12-31 | $12,435,068 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $14,537 |
| Total interest from all sources | 2020-12-31 | $4,675 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $471,125 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $471,125 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $2,818,903 |
| Participant contributions at end of year | 2020-12-31 | $69,844 |
| Participant contributions at beginning of year | 2020-12-31 | $106,726 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $333,044 |
| Administrative expenses (other) incurred | 2020-12-31 | $14,537 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $3,148,107 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $15,583,175 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,435,068 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $15,224,998 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $12,252,568 |
| Interest on participant loans | 2020-12-31 | $4,675 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $288,333 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $75,774 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,951,588 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $4,785 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $2,139 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,423,615 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | ARMANINO, LLP |
| Accountancy firm EIN | 2020-12-31 | 946214841 |
| 2019 : ZENEFITS 401(K) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $5,743,866 |
| Total income from all sources (including contributions) | 2019-12-31 | $5,743,866 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,915,971 |
| Total of all expenses incurred | 2019-12-31 | $1,915,971 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,902,591 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,902,591 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,459,900 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,459,900 |
| Value of total assets at end of year | 2019-12-31 | $12,435,068 |
| Value of total assets at end of year | 2019-12-31 | $12,435,068 |
| Value of total assets at beginning of year | 2019-12-31 | $8,607,173 |
| Value of total assets at beginning of year | 2019-12-31 | $8,607,173 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $13,380 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $13,380 |
| Total interest from all sources | 2019-12-31 | $6,221 |
| Total interest from all sources | 2019-12-31 | $6,221 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $543,687 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $543,687 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $543,687 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $543,687 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $3,114,142 |
| Contributions received from participants | 2019-12-31 | $3,114,142 |
| Participant contributions at end of year | 2019-12-31 | $106,726 |
| Participant contributions at end of year | 2019-12-31 | $106,726 |
| Participant contributions at beginning of year | 2019-12-31 | $85,231 |
| Participant contributions at beginning of year | 2019-12-31 | $85,231 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $342,680 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $342,680 |
| Administrative expenses (other) incurred | 2019-12-31 | $13,380 |
| Administrative expenses (other) incurred | 2019-12-31 | $13,380 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $3,827,895 |
| Value of net income/loss | 2019-12-31 | $3,827,895 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,435,068 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,435,068 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,607,173 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,607,173 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $12,252,568 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $12,252,568 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,373,818 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,373,818 |
| Interest on participant loans | 2019-12-31 | $6,221 |
| Interest on participant loans | 2019-12-31 | $6,221 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $75,774 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $75,774 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $148,124 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $148,124 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,732,340 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,732,340 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,718 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,718 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $3,078 |
| Contributions received in cash from employer | 2019-12-31 | $3,078 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,902,591 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,902,591 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | ARMANINO, LLP |
| Accountancy firm name | 2019-12-31 | ARMANINO, LLP |
| Accountancy firm EIN | 2019-12-31 | 946214841 |
| Accountancy firm EIN | 2019-12-31 | 946214841 |
| 2018 : ZENEFITS 401(K) PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $2,532,154 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $1,031,316 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,020,499 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,177,435 |
| Value of total assets at end of year | 2018-12-31 | $8,607,173 |
| Value of total assets at beginning of year | 2018-12-31 | $7,106,335 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $10,817 |
| Total interest from all sources | 2018-12-31 | $4,052 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $551,858 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $551,858 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $2,897,498 |
| Participant contributions at end of year | 2018-12-31 | $85,231 |
| Participant contributions at beginning of year | 2018-12-31 | $0 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $60,942 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $151,965 |
| Administrative expenses (other) incurred | 2018-12-31 | $10,817 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $1,500,838 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,607,173 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,106,335 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,373,818 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $7,006,715 |
| Interest on participant loans | 2018-12-31 | $4,052 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $148,124 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $38,678 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,202,830 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $1,639 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $127,972 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,020,499 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | ARMANINO, LLP |
| Accountancy firm EIN | 2018-12-31 | 946214841 |
| 2017 : ZENEFITS 401(K) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $5,077,502 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,219,660 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,217,072 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,079,417 |
| Value of total assets at end of year | 2017-12-31 | $7,106,335 |
| Value of total assets at beginning of year | 2017-12-31 | $3,248,493 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,588 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $882,862 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $882,862 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $3,401,339 |
| Participant contributions at end of year | 2017-12-31 | $60,942 |
| Participant contributions at beginning of year | 2017-12-31 | $213,803 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $678,078 |
| Administrative expenses (other) incurred | 2017-12-31 | $2,588 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $3,857,842 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,106,335 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,248,493 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $7,006,715 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,002,539 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $38,678 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $32,151 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $114,624 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $599 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,217,072 |
| Did the plan have assets held for investment | 2017-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | GRANT THORNTON LLP |
| Accountancy firm EIN | 2017-12-31 | 366055558 |
| 2016 : ZENEFITS 401(K) PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $3,289,577 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $41,084 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $41,054 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,213,070 |
| Value of total assets at end of year | 2016-12-31 | $3,248,493 |
| Value of total assets at beginning of year | 2016-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $30 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $90,706 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $90,706 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $3,065,605 |
| Participant contributions at end of year | 2016-12-31 | $213,803 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $147,465 |
| Administrative expenses (other) incurred | 2016-12-31 | $30 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $3,248,493 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,248,493 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,002,539 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $32,151 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $-14,398 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $199 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $41,054 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | GRANT THORNTON LLP |
| Accountancy firm EIN | 2016-12-31 | 366055558 |
