Movement Strategy — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Strategy (EIN 26-1632780) is a plan sponsor located in Denver, CO with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-1632780
Location
Denver, CO
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,368,723
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,368,723

Contributions & income

Employer contributions
$434,016
Participant contributions
$925,255
Total income / additions
$2,082,763

Expenses & distributions

Benefits paid / distributions
$119,878
Total expenses
$187,968
Net increase / (decrease)
$1,894,795

Coverage

Total reported participants
275
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Movement Strategy plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Movement Strategy 401(K) Plan001151$4,368,7232023
Movement Strategy Employee Benefits Plan501124not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Movement Strategy
YearPlanParticipantsSchedulesFiling
2023Movement Strategy Employee Benefits Plan12420240703150004NAL0004486931001
2023Movement Strategy 401(K) Plan151H, C20240805074825NAL0000571059001

Related Form 5500 pages