2023 Form 5500 filing — Movement For Life 401(K) 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 20241003182421NAL0017790496001) for Movement For Life 401(K) Profit Sharing Plan, reported by Movement For Life, Inc. under EIN 47-2488383 and plan number 002. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003182421NAL0017790496001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Movement For Life, Inc.
- EIN
- 47-2488383
- Plan number
- 002
- Location
- San Luis Obispo, CA
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,828,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,828,360
- Employer contributions
- $75,000
- Participant contributions
- $515,583
- Total income / additions
- $2,546,169
- Benefits paid
- $738,178
- Administrative expenses
- $19,391
- Total expenses
- $813,949
- Net increase / (decrease)
- $1,732,220
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wright Wealth Strategies, LLC | INVESTMENT BROKER | $34,740 | not reported in the loaded dataset |
| John Hancock Usa | RECORDKEEPER | $146 | $0 |