Lifeplan Cco 401(K) Retirement Plan — Form 5500 plan (Lifeplan Cco Ny, 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, Lifeplan Cco 401(K) Retirement Plan is a benefit plan reported by Lifeplan Cco Ny, LLC under EIN 82-3070045 and plan number 001. The latest loaded filing year is 2023. The filing reports 920 participants and $14,195,340 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifeplan Cco Ny, LLC
EIN
82-3070045
Plan number
001
Plan type
2
Location
Utica, NY
Latest filing year
2023
Participants
920
End-of-year plan assets
$14,195,340

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023920H, C20241015062757NAL0028879841001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,195,340
Total liabilities (EOY)
$0
Net assets (EOY)
$14,195,340
Net assets (BOY)
$9,874,213

Income & contributions

Employer contributions
$1,032,530
Participant contributions
$1,971,986
Total contributions
$3,406,541
Total income / additions
$5,359,888

Expenses & distributions

Benefits paid
$894,496
Administrative expenses
$89,725
Total expenses
$1,038,761
Net increase / (decrease)
$4,321,127

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adirondack Financial ServicesNONE$58,800$02023
Benefit Plans Administrative SvcsNONE$30,920$02023

Related Form 5500 pages