Life-Assist, Inc. Employee Stock Ownership Plan — Form 5500 plan (Life-Assist, 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, Life-Assist, Inc. Employee Stock Ownership Plan is a benefit plan reported by Life-Assist, Inc. under EIN 94-2440500 and plan number 002. The latest loaded filing year is 2023. The filing reports 104 participants and $18,611,940 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Life-Assist, Inc.
- EIN
- 94-2440500
- Plan number
- 002
- Plan type
- 2
- Location
- Rancho Cordova, CA
- Latest filing year
- 2023
- Participants
- 104
- End-of-year plan assets
- $18,611,940
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 104 | I | 20240731181245NAL0014653587001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $18,611,940
- Total liabilities (EOY)
- $21,671,022
- Net assets (EOY)
- -$3,059,082
- Net assets (BOY)
- -$19,237,318
Income & contributions
- Employer contributions
- $1,186,565
- Total income / additions
- $16,897,506
Expenses & distributions
- Total expenses
- $719,270
- Net increase / (decrease)
- $16,178,236
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.