Fitness Formula Employee 401(K) Profit Sharing Plan — Form 5500 plan (Fitness Formula, Ltd)
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, Fitness Formula Employee 401(K) Profit Sharing Plan is a benefit plan reported by Fitness Formula, Ltd under EIN 36-3292373 and plan number 001. The latest loaded filing year is 2023. The filing reports 437 participants and $7,700,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fitness Formula, Ltd
- EIN
- 36-3292373
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 437
- End-of-year plan assets
- $7,700,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 437 | H, C | 20241008062108NAL0008147779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,700,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,700,610
- Net assets (BOY)
- $6,555,818
Income & contributions
- Employer contributions
- $50,776
- Participant contributions
- $593,431
- Total contributions
- $659,963
- Total income / additions
- $1,766,827
Expenses & distributions
- Benefits paid
- $573,527
- Administrative expenses
- $46,009
- Total expenses
- $622,035
- Net increase / (decrease)
- $1,144,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sassetti LLC | ACCOUNTANT | $23,750 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $20,381 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVIS | $0 | $15,586 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fitness Formula, Ltd
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Sassetti LLC — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation