Plan5500

Advocare, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Advocare, 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, Advocare, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Advocare, LLC under EIN 22-3537011 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,384 participants and $371,524,886 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advocare, LLC
EIN
22-3537011
Plan number
002
Plan type
2
Location
Marlton, NJ
Latest filing year
2023
Participants
3,384
End-of-year plan assets
$371,524,886

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,384H, C20241015144338NAL0014870707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$371,524,886
Total liabilities (EOY)
$0
Net assets (EOY)
$371,524,886
Net assets (BOY)
$301,222,161

Income & contributions

Employer contributions
$13,326,537
Participant contributions
$13,277,874
Total contributions
$35,225,971
Total income / additions
$82,297,895

Expenses & distributions

Benefits paid
$11,416,304
Administrative expenses
$578,866
Total expenses
$11,995,170
Net increase / (decrease)
$70,302,725

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rtd Financial AdvisorsBROKER$244,286not reported in the loaded dataset2023
John HancockRECORDKEEPER$236,540not reported in the loaded dataset2023
The Mandmarblestone Group, LLCTPA$98,040not reported in the loaded dataset2023

Related Form 5500 pages