Plan5500

Mindbody, Inc. 401-K Profit Sharing Plan — Form 5500 plan (Mindbody, 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, Mindbody, Inc. 401-K Profit Sharing Plan is a benefit plan reported by Mindbody, Inc. under EIN 20-1898451 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,161 participants and $102,451,518 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mindbody, Inc.
EIN
20-1898451
Plan number
001
Plan type
2
Location
San Luis Obispo, CA
Latest filing year
2023
Participants
2,161
End-of-year plan assets
$102,451,518

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,161H, C20241003142031NAL0010658353006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$102,451,518
Total liabilities (EOY)
$0
Net assets (EOY)
$102,451,518
Net assets (BOY)
$80,530,636

Income & contributions

Employer contributions
$4,787,660
Participant contributions
$9,343,768
Total contributions
$16,475,897
Total income / additions
$32,620,456

Expenses & distributions

Benefits paid
$10,367,075
Administrative expenses
$226,015
Total expenses
$10,699,574
Net increase / (decrease)
$21,920,882

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$186,640not reported in the loaded dataset2023
Lockton Investment AdvisorsNONE$39,375not reported in the loaded dataset2023

Related Form 5500 pages