Chuze Fitness 401(K) Plan — Form 5500 plan (Rachas, Inc Dba Chuze Fitness)
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, Chuze Fitness 401(K) Plan is a benefit plan reported by Rachas, Inc Dba Chuze Fitness under EIN 26-2396678 and plan number 001. The latest loaded filing year is 2023. The filing reports 570 participants and $3,623,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rachas, Inc Dba Chuze Fitness
- EIN
- 26-2396678
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 570
- End-of-year plan assets
- $3,623,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 570 | H, C | 20240709174140NAL0014079089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,623,495
- Total liabilities (EOY)
- $418
- Net assets (EOY)
- $3,623,077
- Net assets (BOY)
- $1,887,916
Income & contributions
- Participant contributions
- $1,188,518
- Total contributions
- $1,566,686
- Total income / additions
- $2,073,330
Expenses & distributions
- Benefits paid
- $274,530
- Administrative expenses
- $63,639
- Total expenses
- $338,169
- Net increase / (decrease)
- $1,735,161
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $32,456 | $0 | 2023 |
| Benefit Equity Inc. | RECORDKEEPER | $19,639 | $0 | 2023 |
| Edward D Jones & Company | INVESTMENT ADVISORY - PL | $9,776 | not reported in the loaded dataset | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY - PL | $536 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rachas, Inc Dba Chuze Fitness
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Transamerica Life Insurance Company — Schedule C compensation
- Benefit Equity Inc. — Schedule C compensation
- Edward D Jones & Company — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation