The Life Is Good Company 401(K) Profit Sharing Plan — Form 5500 plan (The Life Is Good Company)
Plain-English plan 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, The Life Is Good Company 401(K) Profit Sharing Plan is a benefit plan reported by The Life Is Good Company under EIN 04-3394786 and plan number 002. The latest loaded filing year is 2023. The filing reports 330 participants and $23,181,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Life Is Good Company
- EIN
- 04-3394786
- Plan number
- 002
- Plan type
- 2
- Location
- Hudson, NH
- Latest filing year
- 2023
- Participants
- 330
- End-of-year plan assets
- $23,181,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 330 | H, C | 20241007190156NAL0027024112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,181,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,181,181
- Net assets (BOY)
- $19,292,432
Income & contributions
- Employer contributions
- $514,117
- Participant contributions
- $1,191,149
- Total contributions
- $1,725,025
- Total income / additions
- $4,904,889
Expenses & distributions
- Benefits paid
- $907,954
- Administrative expenses
- $107,622
- Total expenses
- $1,016,140
- Net increase / (decrease)
- $3,888,749
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $53,048 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,738 | $0 | 2023 |
| Sagepoint Financial Inc | INVESTMENT ADVISOR | $22,951 | not reported in the loaded dataset | 2023 |
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $7,885 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Life Is Good Company
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Hudson, NH
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Sagepoint Financial Inc — Schedule C compensation
- Osaic Wealth, Inc — Schedule C compensation