Zest Finance Inc.
Plan context: Zestfinance Inc. D/B/A Zest AI 401K Profit Sharing Plan and Trust
EIN 80-0822152 • Los Angeles, CA • 14 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
143
2024 Assets
$16,167,357
2024 Contributions
$3,087,813
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 143 | $16,167,357 | $3,087,813 | $21,593iApproximate average salary by contribution assumption: employee only about $539,827 at 4% or $359,885 at 6%; with 50% employer match about $359,885 at 4% or $239,923 at 6%; with 100% employer match about $269,914 at 4% or $179,942 at 6%. |
| Zestfinance Inc. D/B/A Zest AI 401K Profit Sharing Plan and Trust | - | 135 | $16,167,357 | $3,087,813 | $22,873iApproximate average salary by contribution assumption: employee only about $571,817 at 4% or $381,211 at 6%; with 50% employer match about $381,211 at 4% or $254,141 at 6%; with 100% employer match about $285,909 at 4% or $190,606 at 6%. |
| Zest AI Health & Welfare Plan | - | 143 | - | - | - |
| 2023 | 2 | 117 | $11,790,771 | $2,572,322 | $21,986iApproximate average salary by contribution assumption: employee only about $549,641 at 4% or $366,428 at 6%; with 50% employer match about $366,428 at 4% or $244,285 at 6%; with 100% employer match about $274,821 at 4% or $183,214 at 6%. |
| Zestfinance Inc. D/B/A Zest AI 401K Profit Sharing Plan and Trust | - | 113 | $11,790,771 | $2,572,322 | $22,764iApproximate average salary by contribution assumption: employee only about $569,098 at 4% or $379,399 at 6%; with 50% employer match about $379,399 at 4% or $252,932 at 6%; with 100% employer match about $284,549 at 4% or $189,699 at 6%. |
| Zest AI Health & Welfare Plan | - | 117 | - | - | - |
| 2022 | 1 | 108 | $8,180,095 | $2,160,634 | $20,006iApproximate average salary by contribution assumption: employee only about $500,147 at 4% or $333,431 at 6%; with 50% employer match about $333,431 at 4% or $222,287 at 6%; with 100% employer match about $250,073 at 4% or $166,716 at 6%. |
| Zestfinance Inc. D/B/A Zest AI 401K Profit Sharing Plan and Trust | - | 108 | $8,180,095 | $2,160,634 | $20,006iApproximate average salary by contribution assumption: employee only about $500,147 at 4% or $333,431 at 6%; with 50% employer match about $333,431 at 4% or $222,287 at 6%; with 100% employer match about $250,073 at 4% or $166,716 at 6%. |
| 2021 | 1 | 87 | $8,612,933 | $1,860,650 | $21,387iApproximate average salary by contribution assumption: employee only about $534,670 at 4% or $356,446 at 6%; with 50% employer match about $356,446 at 4% or $237,631 at 6%; with 100% employer match about $267,335 at 4% or $178,223 at 6%. |
| Zestfinance Inc. D/B/A Zest AI 401K Profit Sharing Plan and Trust | - | 87 | $8,612,933 | $1,860,650 | $21,387iApproximate average salary by contribution assumption: employee only about $534,670 at 4% or $356,446 at 6%; with 50% employer match about $356,446 at 4% or $237,631 at 6%; with 100% employer match about $267,335 at 4% or $178,223 at 6%. |
| 2020 | 1 | 83 | $7,003,797 | $1,554,011 | $18,723iApproximate average salary by contribution assumption: employee only about $468,076 at 4% or $312,050 at 6%; with 50% employer match about $312,050 at 4% or $208,034 at 6%; with 100% employer match about $234,038 at 4% or $156,025 at 6%. |
| Zestfinance Inc. D/B/A Zest AI 401K Profit Sharing Plan and Trust | - | 83 | $7,003,797 | $1,554,011 | $18,723iApproximate average salary by contribution assumption: employee only about $468,076 at 4% or $312,050 at 6%; with 50% employer match about $312,050 at 4% or $208,034 at 6%; with 100% employer match about $234,038 at 4% or $156,025 at 6%. |
| 2019 | 1 | 103 | $6,214,145 | $1,883,545 | $18,287iApproximate average salary by contribution assumption: employee only about $457,171 at 4% or $304,781 at 6%; with 50% employer match about $304,781 at 4% or $203,187 at 6%; with 100% employer match about $228,586 at 4% or $152,390 at 6%. |
| Zestfinance Inc. D/B/A Zest AI 401K Profit Sharing Plan and Trust | - | 103 | $6,214,145 | $1,883,545 | $18,287iApproximate average salary by contribution assumption: employee only about $457,171 at 4% or $304,781 at 6%; with 50% employer match about $304,781 at 4% or $203,187 at 6%; with 100% employer match about $228,586 at 4% or $152,390 at 6%. |
| 2018 | 1 | 91 | $4,817,458 | $1,350,626 | $14,842iApproximate average salary by contribution assumption: employee only about $371,051 at 4% or $247,367 at 6%; with 50% employer match about $247,367 at 4% or $164,912 at 6%; with 100% employer match about $185,526 at 4% or $123,684 at 6%. |
| Zestfinance Inc. D/B/A Zest AI 401K Profit Sharing Plan and Trust | - | 91 | $4,817,458 | $1,350,626 | $14,842iApproximate average salary by contribution assumption: employee only about $371,051 at 4% or $247,367 at 6%; with 50% employer match about $247,367 at 4% or $164,912 at 6%; with 100% employer match about $185,526 at 4% or $123,684 at 6%. |
| 2017 | 1 | 85 | $4,683,999 | $1,059,830 | $12,469iApproximate average salary by contribution assumption: employee only about $311,715 at 4% or $207,810 at 6%; with 50% employer match about $207,810 at 4% or $138,540 at 6%; with 100% employer match about $155,857 at 4% or $103,905 at 6%. |
| Zestfinance Inc. D/B/A Zest AI 401K Profit Sharing Plan and Trust | - | 85 | $4,683,999 | $1,059,830 | $12,469iApproximate average salary by contribution assumption: employee only about $311,715 at 4% or $207,810 at 6%; with 50% employer match about $207,810 at 4% or $138,540 at 6%; with 100% employer match about $155,857 at 4% or $103,905 at 6%. |
| 2016 | 1 | 136 | $3,912,346 | $1,411,644 | $10,380iApproximate average salary by contribution assumption: employee only about $259,493 at 4% or $172,996 at 6%; with 50% employer match about $172,996 at 4% or $115,330 at 6%; with 100% employer match about $129,747 at 4% or $86,498 at 6%. |
| Zestfinance Inc. D/B/A Zest AI 401K Profit Sharing Plan and Trust | - | 136 | $3,912,346 | $1,411,644 | $10,380iApproximate average salary by contribution assumption: employee only about $259,493 at 4% or $172,996 at 6%; with 50% employer match about $172,996 at 4% or $115,330 at 6%; with 100% employer match about $129,747 at 4% or $86,498 at 6%. |
| 2015 | 1 | 130 | $2,600,307 | $930,093 | $7,155iApproximate average salary by contribution assumption: employee only about $178,864 at 4% or $119,243 at 6%; with 50% employer match about $119,243 at 4% or $79,495 at 6%; with 100% employer match about $89,432 at 4% or $59,621 at 6%. |
| Zestfinance Inc. D/B/A Zest AI 401K Profit Sharing Plan and Trust | - | 130 | $2,600,307 | $930,093 | $7,155iApproximate average salary by contribution assumption: employee only about $178,864 at 4% or $119,243 at 6%; with 50% employer match about $119,243 at 4% or $79,495 at 6%; with 100% employer match about $89,432 at 4% or $59,621 at 6%. |
| 2014 | 1 | 88 | $1,851,620 | $592,700 | $6,735iApproximate average salary by contribution assumption: employee only about $168,381 at 4% or $112,254 at 6%; with 50% employer match about $112,254 at 4% or $74,836 at 6%; with 100% employer match about $84,190 at 4% or $56,127 at 6%. |
| Zestfinance Inc. D/B/A Zest AI 401K Profit Sharing Plan and Trust | - | 88 | $1,851,620 | $592,700 | $6,735iApproximate average salary by contribution assumption: employee only about $168,381 at 4% or $112,254 at 6%; with 50% employer match about $112,254 at 4% or $74,836 at 6%; with 100% employer match about $84,190 at 4% or $56,127 at 6%. |
| 2013 | 1 | 84 | $1,486,009 | $769,764 | $9,164iApproximate average salary by contribution assumption: employee only about $229,096 at 4% or $152,731 at 6%; with 50% employer match about $152,731 at 4% or $101,821 at 6%; with 100% employer match about $114,548 at 4% or $76,365 at 6%. |
| Zestfinance Inc. D/B/A Zest AI 401K Profit Sharing Plan and Trust | - | 84 | $1,486,009 | $769,764 | $9,164iApproximate average salary by contribution assumption: employee only about $229,096 at 4% or $152,731 at 6%; with 50% employer match about $152,731 at 4% or $101,821 at 6%; with 100% employer match about $114,548 at 4% or $76,365 at 6%. |