Movement Strategy 401(K) Plan — Form 5500 plan (Movement Strategy, 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, Movement Strategy 401(K) Plan is a benefit plan reported by Movement Strategy, LLC under EIN 26-1632780 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $4,368,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Movement Strategy, LLC
- EIN
- 26-1632780
- Plan number
- 001
- Plan type
- 2
- Location
- Fredericksburg, VA
- Latest filing year
- 2023
- Participants
- 151
- End-of-year plan assets
- $4,368,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 151 | H, C | 20240805074825NAL0000571059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,368,723
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,368,723
- Net assets (BOY)
- $2,473,928
Income & contributions
- Employer contributions
- $434,016
- Participant contributions
- $925,255
- Total contributions
- $1,465,672
- Total income / additions
- $2,082,763
Expenses & distributions
- Benefits paid
- $119,878
- Administrative expenses
- $47,177
- Total expenses
- $187,968
- Net increase / (decrease)
- $1,894,795
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services, LLC | PLAN ADMINISTRATOR | $24,443 | $0 | 2023 |
| Smith Leonard Pllc | ACCOUNTANT/AUDITOR | $8,500 | not reported in the loaded dataset | 2023 |
| Mma Securities | ADVISOR | $7,817 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | ADVISOR/INVESTMENT ADV | $6,047 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Movement Strategy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Fredericksburg, VA
- Fidelity Workplace Services, LLC — Schedule C compensation
- Smith Leonard Pllc — Schedule C compensation
- Mma Securities — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation