2023 Form 5500 filing — The Life Is Good Company 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007190156NAL0027024112001) for The Life Is Good Company 401(K) Profit Sharing Plan, reported by The Life Is Good Company under EIN 04-3394786 and plan number 002. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007190156NAL0027024112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Life Is Good Company
- EIN
- 04-3394786
- Plan number
- 002
- Location
- Hudson, NH
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,181,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,181,181
- Employer contributions
- $514,117
- Participant contributions
- $1,191,149
- Total income / additions
- $4,904,889
- Benefits paid
- $907,954
- Administrative expenses
- $107,622
- Total expenses
- $1,016,140
- Net increase / (decrease)
- $3,888,749
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $53,048 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,738 | $0 |
| Sagepoint Financial Inc | INVESTMENT ADVISOR | $22,951 | not reported in the loaded dataset |
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $7,885 | not reported in the loaded dataset |