2023 Form 5500 filing — Fitness Formula Employee 401(K) Profit Sharing 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 20241008062108NAL0008147779001) for Fitness Formula Employee 401(K) Profit Sharing Plan, reported by Fitness Formula, Ltd under EIN 36-3292373 and plan number 001. It reports 437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008062108NAL0008147779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fitness Formula, Ltd
- EIN
- 36-3292373
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,700,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,700,610
- Employer contributions
- $50,776
- Participant contributions
- $593,431
- Total income / additions
- $1,766,827
- Benefits paid
- $573,527
- Administrative expenses
- $46,009
- Total expenses
- $622,035
- Net increase / (decrease)
- $1,144,792
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sassetti LLC | ACCOUNTANT | $23,750 | $0 |
| Adp, Inc. | RECORD KEEPER | $20,381 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVIS | $0 | $15,586 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |