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, Lifeway Foods, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Lifeway Foods, Inc. under EIN 36-3442829 and plan number 001. The latest loaded filing year is 2023. The filing reports 366 participants and $12,753,607 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,753,607
- Net assets (EOY)
- $12,753,607
- Net assets (BOY)
- $10,259,969
Income & contributions
- Employer contributions
- $511,757
- Participant contributions
- $1,027,547
- Total contributions
- $1,567,642
- Total income / additions
- $3,027,513
Expenses & distributions
- Benefits paid
- $499,023
- Administrative expenses
- $34,841
- Total expenses
- $533,875
- Net increase / (decrease)
- $2,493,638