2023 Form 5500 filing — Lifescience Logistics, LLC 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 20241015142147NAL0029954241001) for Lifescience Logistics, LLC 401(K) Plan, reported by Lifescience Logistics, LLC under EIN 20-4870652 and plan number 001. It reports 608 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)$2.3MReported net assets$2,321,363
Participants608
Provider compensation$19.3K2 Schedule C row(s)$19,269
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015142147NAL0029954241001
- Plan sponsor
- Lifescience Logistics, LLC
- EIN
- 20-4870652
- Plan number
- 001
- Location
- Dallas, TX
- Received date
- not reported in the loaded dataset
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)$2.3M total assets
Net assets$2.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,321,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,321,363
- Employer contributions
- $0
- Participant contributions
- $822,199
- Total income / additions
- $1,187,860
- Benefits paid
- $379,727
- Administrative expenses
- $15,944
- Total expenses
- $395,671
- Net increase / (decrease)
- $792,189
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bok Financial Asset Management, Inc | NONE | $15,944 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $3,325 |