Plan5500

Lifestore Financial Group, 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, Lifestore Financial Group, Inc. (EIN 56-2098545) is a plan sponsor located in West Jefferson, NC 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
56-2098545
Location
West Jefferson, NC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lifestore Financial Group, Inc.

  • 2 loaded plans hold $16.8M in reported assets.
  • The largest, Lifestore 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 237 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.8MSummed across loaded plans$16,844,631
Total reported assets$16.8M$16,844,631
Total reported participants237
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.8M total assets
Net assets$16.8MLiabilities$0
Contributions & income
Employer contributions$509.3K
Participant contributions$593.8K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$672.6K
Total expenses$713.2K
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lifestore 401(K) Profit Sharing Plan
Participants per plan119Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lifestore 401(K) Profit Sharing Plan$16.8M
    Plan #001 · 127 participants · 2023
  2. 2
    Lifestore Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 110 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lifestore Financial Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Lifestore Health & Welfare Plan110 participants · 2No schedules
    View filing →
  2. 2023
    Lifestore 401(K) Profit Sharing Plan127 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lifestore Financial Group, Inc. report on Form 5500?
Lifestore Financial Group, Inc. (EIN 56-2098545) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lifestore Financial Group, Inc.?
The Employer Identification Number (EIN) reported for Lifestore Financial Group, Inc. is 56-2098545.
What is the latest Form 5500 filing year for Lifestore Financial Group, Inc.?
The latest loaded Form 5500 filing year for Lifestore Financial Group, Inc. is 2023.

Related Form 5500 pages