Thriveworks 401(K) Plan — Form 5500 plan (Thrive Counseling 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, Thriveworks 401(K) Plan is a benefit plan reported by Thrive Counseling LLC under EIN 26-3447487 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,797 participants and $26,852,090 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thrive Counseling LLC
EIN
26-3447487
Plan number
001
Plan type
3
Location
Lynchburg, VA
Latest filing year
2023
Participants
3,797
End-of-year plan assets
$26,852,090

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,797H, C20250722161834NAL0003865904001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,852,090
Total liabilities (EOY)
$0
Net assets (EOY)
$26,852,090
Net assets (BOY)
$14,212,463

Income & contributions

Employer contributions
$3,650,460
Participant contributions
$7,243,039
Total contributions
$12,101,615
Total income / additions
$15,472,293

Expenses & distributions

Benefits paid
$2,643,201
Administrative expenses
$189,465
Total expenses
$2,832,666
Net increase / (decrease)
$12,639,627

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.RECORDKEEPER$0not reported in the loaded dataset2023

Related Form 5500 pages