Institute For Functional Medicine 401(K) Plan — Form 5500 plan (Institute For Functional Medicine)
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, Institute For Functional Medicine 401(K) Plan is a benefit plan reported by Institute For Functional Medicine under EIN 91-2107518 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $5,198,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Institute For Functional Medicine
- EIN
- 91-2107518
- Plan number
- 001
- Plan type
- 2
- Location
- Federal Way, WA
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $5,198,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20240815163237NAL0028646498001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,198,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,198,267
- Net assets (BOY)
- $3,996,549
Income & contributions
- Employer contributions
- $271,118
- Participant contributions
- $630,023
- Total contributions
- $925,648
- Total income / additions
- $1,624,911
Expenses & distributions
- Benefits paid
- $410,107
- Administrative expenses
- $13,086
- Total expenses
- $423,193
- Net increase / (decrease)
- $1,201,718
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sound Consulting Services | NONE | $10,605 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $2,571 | $1 | 2023 |