Institute For Functional Medicine — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Institute For Functional Medicine (EIN 91-2107518) is a plan sponsor located in Federal Way, WA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
91-2107518
Location
Federal Way, WA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,198,267
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,198,267

Contributions & income

Employer contributions
$271,118
Participant contributions
$630,023
Total income / additions
$1,624,911

Expenses & distributions

Benefits paid / distributions
$410,107
Total expenses
$423,193
Net increase / (decrease)
$1,201,718

Coverage

Total reported participants
142
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Institute For Functional Medicine plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Institute For Functional Medicine 401(K) Plan001142$5,198,2672023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Institute For Functional Medicine
YearPlanParticipantsSchedulesFiling
2023Institute For Functional Medicine 401(K) Plan142H, C20240815163237NAL0028646498001

Related Form 5500 pages