Lifesci Advisors 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Lifesci Advisors)
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, Lifesci Advisors 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Lifesci Advisors under EIN 27-2268279 and plan number 001. The latest loaded filing year is 2023. The filing reports 422 participants and $9,265,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifesci Advisors
- EIN
- 27-2268279
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 422
- End-of-year plan assets
- $9,265,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 422 | H, C | 20241015151436NAL0050122976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,265,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,265,081
- Net assets (BOY)
- $6,368,587
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,671,762
- Total contributions
- $2,678,101
- Total income / additions
- $3,886,795
Expenses & distributions
- Benefits paid
- $953,528
- Administrative expenses
- $36,773
- Total expenses
- $990,301
- Net increase / (decrease)
- $2,896,494
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $19,457 | not reported in the loaded dataset | 2023 |
| 401k Generation | CONTRACT ADMINISTRATOR | $17,096 | not reported in the loaded dataset | 2023 |