Lifestyle Communities, Ltd. And Affiliates 401(K) Plan — Form 5500 plan (Lifestyle Communities, Ltd.)
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, Lifestyle Communities, Ltd. And Affiliates 401(K) Plan is a benefit plan reported by Lifestyle Communities, Ltd. under EIN 31-1468514 and plan number 001. The latest loaded filing year is 2023. The filing reports 593 participants and $15,082,968 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.1MPlan net assets, end of year$15,082,968
Participants593Covered participants reported
Assets / participant$25.4KComputed: assets ÷ participants$25,435 (computed)
Provider compensation$58K2 Schedule C provider row(s)$57,950
- Plan sponsor
- Lifestyle Communities, Ltd.
- EIN
- 31-1468514
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 593 | H, C | 20241015125431NAL0029694321001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.1M total assets
Net assets$15.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,082,968
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,082,968
- Net assets (BOY)
- $13,926,882
Income & contributions
- Employer contributions
- $912,761
- Participant contributions
- $1,554,698
- Total contributions
- $2,954,252
- Total income / additions
- $5,364,479
Expenses & distributions
- Benefits paid
- $4,106,486
- Administrative expenses
- $48,969
- Total expenses
- $4,208,393
- Net increase / (decrease)
- $1,156,086
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
37%63%
Employer 37%Participant 63%
Total expenses ÷ net assets28%Computed ratio
Benefits paid ÷ total income77%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,755 | $0 | 2023 |
| Everhart Financial Group Inc Everha | INVESTMENT ADVISOR | $26,195 | not reported in the loaded dataset | 2023 |