2023 Form 5500 filing — Movement Strategy 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 20240805074825NAL0000571059001) for Movement Strategy 401(K) Plan, reported by Movement Strategy, LLC under EIN 26-1632780 and plan number 001. It reports 151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805074825NAL0000571059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Movement Strategy, LLC
- EIN
- 26-1632780
- Plan number
- 001
- Location
- Fredericksburg, VA
- Participants
- 151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,368,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,368,723
- Employer contributions
- $434,016
- Participant contributions
- $925,255
- Total income / additions
- $2,082,763
- Benefits paid
- $119,878
- Administrative expenses
- $47,177
- Total expenses
- $187,968
- Net increase / (decrease)
- $1,894,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $24,443 | $0 |
| Smith Leonard Pllc | ACCOUNTANT/AUDITOR | $8,500 | not reported in the loaded dataset |
| Mma Securities | ADVISOR | $7,817 | not reported in the loaded dataset |
| Lpl Financial LLC | ADVISOR/INVESTMENT ADV | $6,047 | not reported in the loaded dataset |