Lifespark 401(K) Plan — Form 5500 plan (Lifespark Group, LLC)

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, Lifespark 401(K) Plan is a benefit plan reported by Lifespark Group, LLC under EIN 20-1533504 and plan number 002. The latest loaded filing year is 2023. The filing reports 867 participants and $20,131,116 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifespark Group, LLC
EIN
20-1533504
Plan number
002
Plan type
2
Location
St. Louis Park, MN
Latest filing year
2023
Participants
867
End-of-year plan assets
$20,131,116

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023867H, C20240926162915NAL0000585859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,131,116
Total liabilities (EOY)
$0
Net assets (EOY)
$20,131,116
Net assets (BOY)
$13,975,622

Income & contributions

Employer contributions
$1,361,661
Participant contributions
$3,044,622
Total contributions
$5,484,166
Total income / additions
$8,267,075

Expenses & distributions

Benefits paid
$1,967,179
Administrative expenses
$144,402
Total expenses
$2,111,581
Net increase / (decrease)
$6,155,494

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$144,402$02023
Pack Private Wealth, LLCINVESTMENT ADVISORY$0$77,2632023
Tsc 401kOTHER SERVICES$0$4622023

Related Form 5500 pages