Formulated Solutions 401(K) Plan — Form 5500 plan (Formulated Solutions, 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, Formulated Solutions 401(K) Plan is a benefit plan reported by Formulated Solutions, LLC under EIN 59-3679835 and plan number 001. The latest loaded filing year is 2023. The filing reports 662 participants and $10,285,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Formulated Solutions, LLC
- EIN
- 59-3679835
- Plan number
- 001
- Plan type
- 2
- Location
- Largo, FL
- Latest filing year
- 2023
- Participants
- 662
- End-of-year plan assets
- $10,285,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 662 | H, C | 20250501144115NAL0002349347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,285,053
- Total liabilities (EOY)
- $23,426
- Net assets (EOY)
- $10,261,627
- Net assets (BOY)
- $6,312,632
Income & contributions
- Employer contributions
- $879,300
- Participant contributions
- $2,014,155
- Total contributions
- $4,047,895
- Total income / additions
- $5,257,451
Expenses & distributions
- Benefits paid
- $1,273,749
- Administrative expenses
- $1,320
- Total expenses
- $1,308,456
- Net increase / (decrease)
- $3,948,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co. Lp | RECORDKEEPER | $21,951 | $0 | 2023 |
| Signature Benefit Solutions, Inc. | CONTRACT ADMIN | $14,550 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,270 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Formulated Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Largo, FL
- Edward D Jones & Co. Lp — Schedule C compensation
- Signature Benefit Solutions, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation