Lifequest — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Lifequest (EIN 06-1097850) is a plan sponsor located in Quakertown, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-1097850
Location
Quakertown, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$2,073,971
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$2,073,971

Contributions & income

Employer contributions
$93,089
Participant contributions
$219,003
Total income / additions
$614,102

Expenses & distributions

Benefits paid / distributions
$52,829
Total expenses
$82,075
Net increase / (decrease)
$532,027

Coverage

Total reported participants
367
Plans with financial statements
1
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Lifequest plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Lifequest, Inc. 403(B) Retirement Plan001264$2,073,9712023
Lifequest Medical Benefit Plan502103not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lifequest
YearPlanParticipantsSchedulesFiling
2023Lifequest, Inc. 403(B) Retirement Plan264H, C20241001101938NAL0003893107001
2023Lifequest Medical Benefit Plan103C20241008125317NAL0009659139001

Related Form 5500 pages