Lifeline Foods 401(K) Retirement Plan — Form 5500 plan (Lifeline Foods, 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, Lifeline Foods 401(K) Retirement Plan is a benefit plan reported by Lifeline Foods, LLC under EIN 43-1909757 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $7,002,596 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifeline Foods, LLC
- EIN
- 43-1909757
- Plan number
- 001
- Plan type
- 2
- Location
- St Joseph, MO
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $7,002,596
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20240619141331NAL0000082401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,002,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,002,596
- Net assets (BOY)
- $5,754,870
Income & contributions
- Employer contributions
- $355,335
- Participant contributions
- $586,599
- Total contributions
- $1,001,785
- Total income / additions
- $1,902,320
Expenses & distributions
- Benefits paid
- $599,783
- Administrative expenses
- $48,224
- Total expenses
- $654,594
- Net increase / (decrease)
- $1,247,726
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,624 | $0 | 2023 |
| Christensen Group Financial LLC | INVESTMENT ADVISOR | $20,548 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,619 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lifeline Foods, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St Joseph, MO
- Empower Annuity Insurance Company — Schedule C compensation
- Christensen Group Financial LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation