2023 Form 5500 filing — Theory Wellness, Inc. Employee Stock Ownership 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 20250127094920NAL0007122771001) for Theory Wellness, Inc. Employee Stock Ownership Plan, reported by Theory Wellness Inc. under EIN 47-5615911 and plan number 002. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250127094920NAL0007122771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Theory Wellness Inc.
- EIN
- 47-5615911
- Plan number
- 002
- Location
- Stoneham, MA
- Participants
- 260
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,390,275
- Total liabilities (EOY)
- $77,573,343
- Net assets (EOY)
- -$61,183,068
- Employer contributions
- $5,413,844
- Total income / additions
- -$58,870,772
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $2,312,296
- Net increase / (decrease)
- -$61,183,068
- Schedule source
- Schedule H