Lifepath, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Lifepath, Inc. (EIN 04-2542539) is a plan sponsor located in Greenfield, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2542539
Location
Greenfield, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,085,948
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,085,948

Contributions & income

Employer contributions
$314,771
Participant contributions
$248,702
Total income / additions
$1,409,532

Expenses & distributions

Benefits paid / distributions
$727,649
Total expenses
$762,566
Net increase / (decrease)
$646,966

Coverage

Total reported participants
293
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Lifepath, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Lifepath, Inc. 401(K) Plan001167$7,085,9482023
Lifepath, Inc. Health And Welfare Plan501126not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lifepath, Inc.
YearPlanParticipantsSchedulesFiling
2023Lifepath, Inc. Health And Welfare Plan12620240826182208NAL0009843313001
2023Lifepath, Inc. 401(K) Plan167H, C20250415085945NAL0001398291001

Related Form 5500 pages