Vitalsmarts 401(K) Plan — Form 5500 plan (Vitalsmarts, Lc)

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, Vitalsmarts 401(K) Plan is a benefit plan reported by Vitalsmarts, Lc under EIN 87-0664848 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $18,894,945 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vitalsmarts, Lc
EIN
87-0664848
Plan number
001
Plan type
2
Location
Provo, UT
Latest filing year
2023
Participants
209
End-of-year plan assets
$18,894,945

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023209H, C20240813083418NAL0005955779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,894,945
Total liabilities (EOY)
$0
Net assets (EOY)
$18,894,945
Net assets (BOY)
$14,001,819

Income & contributions

Employer contributions
$701,406
Participant contributions
$1,445,880
Total contributions
$2,298,026
Total income / additions
$5,140,754

Expenses & distributions

Benefits paid
$235,090
Administrative expenses
$12,538
Total expenses
$247,628
Net increase / (decrease)
$4,893,126

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$8,186not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$4,434$02023

Related Form 5500 pages