How many benefit plans does Lifeway Foods, Inc. report on Form 5500?

Lifeway Foods, Inc. (EIN 36-3442829) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Lifeway Foods, Inc.?

The Employer Identification Number (EIN) reported for Lifeway Foods, Inc. is 36-3442829.

What is the latest Form 5500 filing year for Lifeway Foods, Inc.?

The latest loaded Form 5500 filing year for Lifeway Foods, Inc. is 2023.

Lifeway Foods, 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, Lifeway Foods, Inc. (EIN 36-3442829) is a plan sponsor located in Morton Grove, IL 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: 36-3442829
Location: Morton Grove, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $12,753,607
Total reported net assets (EOY): $12,753,607

Contributions & income

Employer contributions: $511,757
Participant contributions: $1,027,547
Total income / additions: $3,027,513

Expenses & distributions

Benefits paid / distributions: $499,023
Total expenses: $533,875
Net increase / (decrease): $2,493,638

Coverage

Total reported participants: 499
Plans with financial statements: 1
Plans with provider compensation: 1

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

Lifeway Foods, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Lifeway Foods, Inc. 401(K) Profit Sharing Plan And Trust	001	366	$12,753,607	2023
Lifeway Foods, Inc. Welfare Benefit Plan	501	133	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lifeway Foods, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Lifeway Foods, Inc. 401(K) Profit Sharing Plan And Trust	366	H, C	20240903100521NAL0018426849001
2023	Lifeway Foods, Inc. Welfare Benefit Plan	133	—	20250926132448NAL0004034387001