Behavior Frontiers, LLC 401(K) Plan — Form 5500 plan (Behavior Frontiers, LLC)

Plain-English plan 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, Behavior Frontiers, LLC 401(K) Plan is a benefit plan reported by Behavior Frontiers, LLC under EIN 20-0939510 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,087 participants and $6,462,357 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Behavior Frontiers, LLC
EIN
20-0939510
Plan number
001
Plan type
2
Location
El Segundo, CA
Latest filing year
2023
Participants
1,087
End-of-year plan assets
$6,462,357

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,087H, C20241008074849NAL0033103074001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,462,357
Total liabilities (EOY)
$0
Net assets (EOY)
$6,462,357
Net assets (BOY)
$4,530,503

Income & contributions

Employer contributions
$489,320
Participant contributions
$1,402,455
Total contributions
$1,921,170
Total income / additions
$2,924,779

Expenses & distributions

Benefits paid
$871,961
Administrative expenses
$115,199
Total expenses
$992,925
Net increase / (decrease)
$1,931,854

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$92,517$02023
Pensionmark Financial Group LLCADVISOR$22,682not reported in the loaded dataset2023
Wealth Management Systems IncOTHER SERVICE$0$02023

Related Form 5500 pages