2023 Form 5500 filing — Lifestance Health 401(K) 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 20241014142753NAL0013451043001) for Lifestance Health 401(K) Plan, reported by Lifestance Health, Inc. under EIN 47-5361406 and plan number 001. It reports 9,610 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$214.4MReported net assets$214,406,922
Participants9.6K9,610
Provider compensation$8751 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014142753NAL0013451043001
Plan sponsor
Lifestance Health, Inc.
EIN
47-5361406
Plan number
001
Location
Scottsdale, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$214.4M total assets
Net assets$214.4MLiabilities$0
Money in vs. money out
Total income / additions$94.1M
Total expenses$18.3M
Benefits paid / distributions$18.1M
Contributions
Employer$15.4M
Participant$40.4M
Full reported line items
Total assets (EOY)
$214,406,922
Total liabilities (EOY)
$0
Net assets (EOY)
$214,406,922
Employer contributions
$15,428,193
Participant contributions
$40,410,697
Total income / additions
$94,134,516
Benefits paid
$18,099,734
Administrative expenses
$140,250
Total expenses
$18,266,285
Net increase / (decrease)
$75,868,231
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $875 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014142753NAL0013451043001 cover?
It is the 2023 Form 5500 filing for Lifestance Health 401(K) Plan, reported by Lifestance Health, Inc. (EIN 47-5361406).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages