2023 Form 5500 filing — Lifepath, Inc. 401(K) Retirement 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 20250409114201NAL0012164035001) for Lifepath, Inc. 401(K) Retirement Plan, reported by Lifepath, Inc. under EIN 23-7402943 and plan number 003. It reports 766 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409114201NAL0012164035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifepath, Inc.
- EIN
- 23-7402943
- Plan number
- 003
- Location
- Bethlehem, PA
- Participants
- 766
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,324,297
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,324,297
- Employer contributions
- $485,439
- Participant contributions
- $1,765,850
- Total income / additions
- $5,086,348
- Benefits paid
- $2,396,301
- Administrative expenses
- $144,645
- Total expenses
- $2,546,404
- Net increase / (decrease)
- $2,539,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $114,982 | $2,662 |
| Digital Insurance, Inc. | NONE | $29,633 | not reported in the loaded dataset |