2023 Form 5500 filing — Health Fitness Corporation 401(K) Savings 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 20240924162743NAL0013315809001) for Health Fitness Corporation 401(K) Savings Plan, reported by Health Fitness Corporation under EIN 41-1580506 and plan number 001. It reports 1,621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924162743NAL0013315809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health Fitness Corporation
- EIN
- 41-1580506
- Plan number
- 001
- Location
- Lake Forest, IL
- Participants
- 1,621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $75,734,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,734,052
- Employer contributions
- $583,500
- Participant contributions
- $4,234,466
- Total income / additions
- $17,311,956
- Benefits paid
- $5,564,968
- Administrative expenses
- $39,913
- Total expenses
- $5,604,881
- Net increase / (decrease)
- $11,707,075
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $36,921 | $0 |