Living Independently Forever, Inc. — 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, Living Independently Forever, Inc. (EIN 22-3190452) is a plan sponsor located in Hyannis, MA with 2 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
22-3190452
Location
Hyannis, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,155,596
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$4,155,596

Contributions & income

Employer contributions
$216,374
Participant contributions
$226,266
Total income / additions
$984,532

Expenses & distributions

Benefits paid / distributions
$153,843
Total expenses
$157,128
Net increase / (decrease)
$827,404

Coverage

Total reported participants
351
Plans with financial statements
1
Plans with provider compensation
0

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

Living Independently Forever, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Living Independently Forever, Inc. Dc Retirement Plan001233$4,155,5962023
Living Independently Forever, Inc. Employee Benefits Plan501118not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Living Independently Forever, Inc.
YearPlanParticipantsSchedulesFiling
2023Living Independently Forever, Inc. Dc Retirement Plan233H20241001191215NAL0012493024001
2023Living Independently Forever, Inc. Employee Benefits Plan11820250325112109NAL0021515664001

Related Form 5500 pages