2023 Form 5500 filing — Chuze Fitness 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709174140NAL0014079089001) for Chuze Fitness 401(K) Plan, reported by Rachas, Inc Dba Chuze Fitness under EIN 26-2396678 and plan number 001. It reports 570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709174140NAL0014079089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rachas, Inc Dba Chuze Fitness
- EIN
- 26-2396678
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,623,495
- Total liabilities (EOY)
- $418
- Net assets (EOY)
- $3,623,077
- Participant contributions
- $1,188,518
- Total income / additions
- $2,073,330
- Benefits paid
- $274,530
- Administrative expenses
- $63,639
- Total expenses
- $338,169
- Net increase / (decrease)
- $1,735,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $32,456 | $0 |
| Benefit Equity Inc. | RECORDKEEPER | $19,639 | $0 |
| Edward D Jones & Company | INVESTMENT ADVISORY - PL | $9,776 | not reported in the loaded dataset |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PL | $536 | not reported in the loaded dataset |