Sensei Wellness Holdings Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Sensei Wellness Holdings Inc)
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, Sensei Wellness Holdings Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Sensei Wellness Holdings Inc under EIN 85-1924973 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $2,251,313 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sensei Wellness Holdings Inc
- EIN
- 85-1924973
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Monica, CA
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $2,251,313
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20240626081857NAL0005588355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,251,313
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,251,313
- Net assets (BOY)
- $1,099,319
Income & contributions
- Employer contributions
- $280,497
- Participant contributions
- $706,052
- Total contributions
- $1,043,726
- Total income / additions
- $1,341,862
Expenses & distributions
- Benefits paid
- $167,467
- Administrative expenses
- $22,401
- Total expenses
- $189,868
- Net increase / (decrease)
- $1,151,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excel Wealth Management, LLC | ADVISOR | $7,359 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $6,551 | not reported in the loaded dataset | 2023 |
| 401k Generation | CONTRACT ADMINISTRATOR | $6,501 | not reported in the loaded dataset | 2023 |