Limeade Retirement Plan — Form 5500 plan (Limeade, 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, Limeade Retirement Plan is a benefit plan reported by Limeade, Inc. under EIN 06-1771116 and plan number 001. The latest loaded filing year is 2023. The filing reports 400 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Limeade, Inc.
- EIN
- 06-1771116
- Plan number
- 001
- Plan type
- 2
- Location
- El Segundo, CA
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241007064512NAL0008698323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $15,617,778
Income & contributions
- Employer contributions
- $699,791
- Participant contributions
- $2,108,331
- Total contributions
- $2,856,517
- Total income / additions
- $5,805,278
Expenses & distributions
- Benefits paid
- $3,304,603
- Administrative expenses
- $45,878
- Total expenses
- $3,354,833
- Net increase / (decrease)
- $2,450,445
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc | INVESTMENT/FINANCIAL ADVI | $40,468 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $5,409 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |