2023 Form 5500 filing — Do Life Better 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 20240829145635NAL0013243137001) for Do Life Better 401(K) Plan, reported by Health & Rehab Solutions, Inc. under EIN 45-5281410 and plan number 001. It reports 336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829145635NAL0013243137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health & Rehab Solutions, Inc.
- EIN
- 45-5281410
- Plan number
- 001
- Location
- Kalispell, MT
- Participants
- 336
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,648,325
- Total liabilities (EOY)
- $716
- Net assets (EOY)
- $5,647,609
- Employer contributions
- $325,437
- Participant contributions
- $583,671
- Total income / additions
- $2,529,452
- Benefits paid
- $706,873
- Administrative expenses
- $36,452
- Total expenses
- $743,325
- Net increase / (decrease)
- $1,786,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Da Davidson & Co | INVESTMENT ADVISOR | $19,841 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORD KEEPER | $13,836 | $0 |