Movement For Life Employee Stock Ownership Plan — Form 5500 plan (Movement For Life, Inc.)

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 For Life Employee Stock Ownership Plan is a benefit plan reported by Movement For Life, Inc. under EIN 47-2488383 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $8,656,152 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8MPlan net assets, end of year$7,975,732
Participants321Covered participants reported
Assets / participant$27KComputed: assets ÷ participants$26,966 (computed)
Provider compensationNone reported
Plan sponsor
Movement For Life, Inc.
EIN
47-2488383
Plan number
001
Plan type
2
Location
San Luis Obispo, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023321H20241015111420NAL0014462851001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.7M total assets
Net assets$8MLiabilities$680.4K
Money in vs. money out
Total income / additions$1.1M
Total expenses$161.4K
Benefits paid / distributions$115.5K
Contributions
Employer$681.2K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$8,656,152
Total liabilities (EOY)
$680,420
Net assets (EOY)
$7,975,732
Net assets (BOY)
$7,016,038

Income & contributions

Employer contributions
$681,246
Total contributions
$681,246
Total income / additions
$1,121,123

Expenses & distributions

Benefits paid
$115,464
Administrative expenses
$0
Total expenses
$161,429
Net increase / (decrease)
$959,694
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income10%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages