Movement For Life 401(K) Profit Sharing 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 401(K) Profit Sharing Plan is a benefit plan reported by Movement For Life, Inc. under EIN 47-2488383 and plan number 002. The latest loaded filing year is 2023. The filing reports 305 participants and $12,828,360 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Movement For Life, Inc.
EIN
47-2488383
Plan number
002
Plan type
2
Location
San Luis Obispo, CA
Latest filing year
2023
Participants
305
End-of-year plan assets
$12,828,360

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20241003182421NAL0017790496001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,828,360
Total liabilities (EOY)
$0
Net assets (EOY)
$12,828,360
Net assets (BOY)
$11,096,140

Income & contributions

Employer contributions
$75,000
Participant contributions
$515,583
Total contributions
$607,742
Total income / additions
$2,546,169

Expenses & distributions

Benefits paid
$738,178
Administrative expenses
$19,391
Total expenses
$813,949
Net increase / (decrease)
$1,732,220

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wright Wealth Strategies, LLCINVESTMENT BROKER$34,740not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$146$02023

Related Form 5500 pages