2023 Form 5500 filing — Health Fitness Corporation 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240924162743NAL0013315809001) for Health Fitness Corporation 401(K) Savings Plan, reported by Health Fitness Corporation under EIN 41-1580506 and plan number 001. It reports 1,621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$75.7MReported net assets$75,734,052
Participants1.6K1,621
Provider compensation$36.9K1 Schedule C row(s)$36,921
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924162743NAL0013315809001
- Plan sponsor
- Health Fitness Corporation
- EIN
- 41-1580506
- Plan number
- 001
- Location
- Lake Forest, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$75.7M total assets
Net assets$75.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $75,734,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,734,052
- Employer contributions
- $583,500
- Participant contributions
- $4,234,466
- Total income / additions
- $17,311,956
- Benefits paid
- $5,564,968
- Administrative expenses
- $39,913
- Total expenses
- $5,604,881
- Net increase / (decrease)
- $11,707,075
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $36,921 | $0 |