2023 Form 5500 filing — Behavior Frontiers, LLC 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 20241008074849NAL0033103074001) for Behavior Frontiers, LLC 401(K) Plan, reported by Behavior Frontiers, LLC under EIN 20-0939510 and plan number 001. It reports 1,087 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008074849NAL0033103074001
Filing year
2023
Form type
2
Plan sponsor
Behavior Frontiers, LLC
EIN
20-0939510
Plan number
001
Location
El Segundo, CA
Participants
1,087
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,462,357
Total liabilities (EOY)
$0
Net assets (EOY)
$6,462,357
Employer contributions
$489,320
Participant contributions
$1,402,455
Total income / additions
$2,924,779
Benefits paid
$871,961
Administrative expenses
$115,199
Total expenses
$992,925
Net increase / (decrease)
$1,931,854
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$92,517$0
Pensionmark Financial Group LLCADVISOR$22,682not reported in the loaded dataset
Wealth Management Systems IncOTHER SERVICE$0$0

Related Form 5500 pages