Lifeskills, Inc. 401(K) Plan — Form 5500 plan (Lifeskills, Inc.)
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, Lifeskills, Inc. 401(K) Plan is a benefit plan reported by Lifeskills, Inc. under EIN 61-0661819 and plan number 001. The latest loaded filing year is 2023. The filing reports 472 participants and $7,034,795 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lifeskills, Inc.
- EIN
- 61-0661819
- Plan number
- 001
- Plan type
- 2
- Location
- Bowling Green, KY
- Latest filing year
- 2023
- Participants
- 472
- End-of-year plan assets
- $7,034,795
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 472 | H, C | 20241015090103NAL0016021187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,034,795
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,034,795
- Net assets (BOY)
- $6,187,950
Income & contributions
- Employer contributions
- $2,429
- Participant contributions
- $374,746
- Total contributions
- $384,854
- Total income / additions
- $1,211,724
Expenses & distributions
- Benefits paid
- $316,426
- Administrative expenses
- $48,453
- Total expenses
- $364,879
- Net increase / (decrease)
- $846,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Retirement Services Company | RECORDKEEPER | $46,604 | $0 | 2023 |
| Argi Investment Services, LLC | INVESTMENT ADVISORY PLAN | $12,105 | $0 | 2023 |
| Global Retirement Partners, Ll | INVESTMENT ADVISORY PLAN | $5,338 | $0 | 2023 |
| Creative Retirement Systems | RECORDKEEPER | $5,029 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lifeskills, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Bowling Green, KY
- Lincoln Retirement Services Company — Schedule C compensation
- Argi Investment Services, LLC — Schedule C compensation
- Global Retirement Partners, Ll — Schedule C compensation
- Creative Retirement Systems — Schedule C compensation