Tailored Wellness Foods Investment Plan — Form 5500 plan (Tailored Wellness Foods 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, Tailored Wellness Foods Investment Plan is a benefit plan reported by Tailored Wellness Foods Inc under EIN 88-4081320 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $28,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tailored Wellness Foods Inc
- EIN
- 88-4081320
- Plan number
- 001
- Plan type
- 2
- Location
- Azusa, CA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $28,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240801170744NAL0015326083001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $28,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,975
- Net assets (BOY)
- $210,691
Income & contributions
- Total income / additions
- $0
Expenses & distributions
- Administrative expenses
- $48,000
- Total expenses
- $181,716
- Net increase / (decrease)
- -$181,716
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.