Best Life Therapy 401(K) Profit Sharing Plan — Form 5500 plan (Best Life Therapy, 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, Best Life Therapy 401(K) Profit Sharing Plan is a benefit plan reported by Best Life Therapy, LLC under EIN 26-4821954 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $2,395,128 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Best Life Therapy, LLC
EIN
26-4821954
Plan number
001
Plan type
2
Location
Bridgeport, WV
Latest filing year
2023
Participants
212
End-of-year plan assets
$2,395,128

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20241015202544NAL0015370739002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,395,128
Net assets (EOY)
$2,395,128
Net assets (BOY)
$1,490,755

Income & contributions

Employer contributions
$163,238
Participant contributions
$349,396
Total contributions
$637,877
Total income / additions
$973,829

Expenses & distributions

Benefits paid
$52,817
Administrative expenses
$16,639
Total expenses
$69,456
Net increase / (decrease)
$904,373

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schneider Downs Wealth Mgmt Adv.INVESTMENT ADVISOR$8,717not reported in the loaded dataset2023
Schneider Downs Ret. SolutionsRECORDKEEPER$5,659not reported in the loaded dataset2023

Related Form 5500 pages