Theory Wellness, Inc. Employee Stock Ownership Plan — Form 5500 plan (Theory Wellness 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, Theory Wellness, Inc. Employee Stock Ownership Plan is a benefit plan reported by Theory Wellness Inc. under EIN 47-5615911 and plan number 002. The latest loaded filing year is 2023. The filing reports 260 participants and $16,390,275 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Theory Wellness Inc.
- EIN
- 47-5615911
- Plan number
- 002
- Plan type
- 2
- Location
- Stoneham, MA
- Latest filing year
- 2023
- Participants
- 260
- End-of-year plan assets
- $16,390,275
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 260 | H | 20250127094920NAL0007122771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,390,275
- Total liabilities (EOY)
- $77,573,343
- Net assets (EOY)
- -$61,183,068
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $5,413,844
- Total contributions
- $5,413,844
- Total income / additions
- -$58,870,772
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $2,312,296
- Net increase / (decrease)
- -$61,183,068
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.