Plan5500

Vitalyst, LLC 401k Profit Sharing Plan — Form 5500 plan (Vitalyst, LLC)

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, Vitalyst, LLC 401k Profit Sharing Plan is a benefit plan reported by Vitalyst, LLC under EIN 20-3530443 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $128,964 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vitalyst, LLC
EIN
20-3530443
Plan number
001
Plan type
2
Location
Bala Cynwyd, PA
Latest filing year
2023
Participants
237
End-of-year plan assets
$128,964

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023237H, C20240923150811NAL0015658000001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$128,964
Total liabilities (EOY)
$0
Net assets (EOY)
$128,964
Net assets (BOY)
$7,769,203

Income & contributions

Employer contributions
$7,247
Participant contributions
$34,631
Total contributions
$41,878
Total income / additions
$542,252

Expenses & distributions

Benefits paid
$94,565
Administrative expenses
$4,465
Total expenses
$107,400
Net increase / (decrease)
$434,852

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valley Forge Investment ConsultantsINVESTMENT ADVISOR$3,324not reported in the loaded dataset2023
Valley Forge Pension ManagementCONTRACT ADMIN$1,544not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$250$02023
Empower Advisory Group, LLCINVESTMENT MGNT$250not reported in the loaded dataset2023

Related Form 5500 pages