Lifetech Resources, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Lifetech Resources, 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, Lifetech Resources, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Lifetech Resources, LLC under EIN 95-4682107 and plan number 002. The latest loaded filing year is 2023. The filing reports 188 participants and $6,532,004 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifetech Resources, LLC
EIN
95-4682107
Plan number
002
Plan type
2
Location
Moorpark, CA
Latest filing year
2023
Participants
188
End-of-year plan assets
$6,532,004

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20241009173000NAL0010885731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,532,004
Total liabilities (EOY)
$0
Net assets (EOY)
$6,532,004
Net assets (BOY)
$6,705,746

Income & contributions

Employer contributions
$538,412
Participant contributions
$529,586
Total contributions
$1,111,597
Total income / additions
$1,849,587

Expenses & distributions

Benefits paid
$2,012,167
Administrative expenses
$11,162
Total expenses
$2,023,329
Net increase / (decrease)
-$173,742

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Liincoln Financial Advisors CorpBROKER/DEALER$7,537$16,6062023
The Ryding CompanyTPA$0$3,1882023

Related Form 5500 pages