2023 Form 5500 filing — Lifespan, Incorporated Retirement Savings 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 20241015154857NAL0015006211001) for Lifespan, Incorporated Retirement Savings Plan, reported by Lifespan, Incorporated under EIN 56-1142969 and plan number 002. It reports 603 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)$6.5MReported net assets$6,468,135
Participants603
Provider compensation$85.7K2 Schedule C row(s)$85,672
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015154857NAL0015006211001
Plan sponsor
Lifespan, Incorporated
EIN
56-1142969
Plan number
002
Location
Charlotte, NC
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)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$760.5K
Benefits paid / distributions$690.6K
Contributions
Employer$206.6K
Participant$749.6K
Full reported line items
Total assets (EOY)
$6,468,135
Total liabilities (EOY)
$0
Net assets (EOY)
$6,468,135
Employer contributions
$206,642
Participant contributions
$749,639
Total income / additions
$1,865,721
Benefits paid
$690,566
Administrative expenses
$69,921
Total expenses
$760,487
Net increase / (decrease)
$1,105,234
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $72K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $13.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015154857NAL0015006211001 cover?
It is the 2023 Form 5500 filing for Lifespan, Incorporated Retirement Savings Plan, reported by Lifespan, Incorporated (EIN 56-1142969).
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