2023 Form 5500 filing — Vitalyst, LLC 401k Profit Sharing 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 20240923150811NAL0015658000001) for Vitalyst, LLC 401k Profit Sharing Plan, reported by Vitalyst, LLC under EIN 20-3530443 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923150811NAL0015658000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vitalyst, LLC
- EIN
- 20-3530443
- Plan number
- 001
- Location
- Bala Cynwyd, PA
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $128,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $128,964
- Employer contributions
- $7,247
- Participant contributions
- $34,631
- Total income / additions
- $542,252
- Benefits paid
- $94,565
- Administrative expenses
- $4,465
- Total expenses
- $107,400
- Net increase / (decrease)
- $434,852
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valley Forge Investment Consultants | INVESTMENT ADVISOR | $3,324 | not reported in the loaded dataset |
| Valley Forge Pension Management | CONTRACT ADMIN | $1,544 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $250 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGNT | $250 | not reported in the loaded dataset |