2023 Form 5500 filing — Institute For Functional Medicine 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 20240815163237NAL0028646498001) for Institute For Functional Medicine 401(K) Plan, reported by Institute For Functional Medicine under EIN 91-2107518 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815163237NAL0028646498001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Institute For Functional Medicine
- EIN
- 91-2107518
- Plan number
- 001
- Location
- Federal Way, WA
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,198,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,198,267
- Employer contributions
- $271,118
- Participant contributions
- $630,023
- Total income / additions
- $1,624,911
- Benefits paid
- $410,107
- Administrative expenses
- $13,086
- Total expenses
- $423,193
- Net increase / (decrease)
- $1,201,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sound Consulting Services | NONE | $10,605 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $2,571 | $1 |