Vytalogy Wellness 401(K) Plan — Form 5500 plan (Vytalogy Wellness 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, Vytalogy Wellness 401(K) Plan is a benefit plan reported by Vytalogy Wellness LLC under EIN 87-2880197 and plan number 001. The latest loaded filing year is 2023. The filing reports 928 participants and $30,072,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vytalogy Wellness LLC
- EIN
- 87-2880197
- Plan number
- 001
- Plan type
- 2
- Location
- Sherman Oaks, CA
- Latest filing year
- 2023
- Participants
- 928
- End-of-year plan assets
- $30,072,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 928 | H, C | 20241011153924NAL0039341744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,072,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,072,199
- Net assets (BOY)
- $22,462,269
Income & contributions
- Employer contributions
- $1,842,287
- Participant contributions
- $3,250,297
- Total contributions
- $6,034,680
- Total income / additions
- $10,301,728
Expenses & distributions
- Benefits paid
- $2,598,300
- Administrative expenses
- $90,412
- Total expenses
- $2,691,798
- Net increase / (decrease)
- $7,609,930
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $89,156 | $0 | 2023 |
| Creative Planning Hold Co, LLC | SERVICE PROVIDER | $0 | $25,000 | 2023 |