Health Fitness Corporation 401(K) Savings Plan — Form 5500 plan (Health Fitness Corporation)

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, Health Fitness Corporation 401(K) Savings Plan is a benefit plan reported by Health Fitness Corporation under EIN 41-1580506 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,621 participants and $75,734,052 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Health Fitness Corporation
EIN
41-1580506
Plan number
001
Plan type
2
Location
Lake Forest, IL
Latest filing year
2023
Participants
1,621
End-of-year plan assets
$75,734,052

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,621H, C20240924162743NAL0013315809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,734,052
Total liabilities (EOY)
$0
Net assets (EOY)
$75,734,052
Net assets (BOY)
$64,576,261

Income & contributions

Employer contributions
$583,500
Participant contributions
$4,234,466
Total contributions
$5,073,497
Total income / additions
$17,311,956

Expenses & distributions

Benefits paid
$5,564,968
Administrative expenses
$39,913
Total expenses
$5,604,881
Net increase / (decrease)
$11,707,075

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$36,921$02023

Related Form 5500 pages