Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Lifeplan Financial Design)
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, Lifeplan Financial Design 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Lifeplan Financial Design under EIN 26-2893222 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $170,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifeplan Financial Design
- EIN
- 26-2893222
- Plan number
- 001
- Plan type
- 2
- Location
- Okemos, MI
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $170,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240627124140NAL0021405602001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $170,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $170,601
- Net assets (BOY)
- $88,206
Income & contributions
- Employer contributions
- $22,309
- Participant contributions
- $25,256
- Total income / additions
- $82,485
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $90
- Total expenses
- $90
- Net increase / (decrease)
- $82,395
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.