2023 Form 5500 filing — Neolife International, LLC Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240503154016NAL0030036945001) for Neolife International, LLC Retirement Plan, reported by Neolife International, LLC under EIN 88-0479926 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240503154016NAL0030036945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neolife International, LLC
- EIN
- 88-0479926
- Plan number
- 001
- Location
- Santa Clara, CA
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,097,396
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,097,396
- Employer contributions
- $420,129
- Participant contributions
- $1,091,446
- Total income / additions
- $5,829,012
- Benefits paid
- $3,169,580
- Administrative expenses
- $13,965
- Total expenses
- $3,183,545
- Net increase / (decrease)
- $2,645,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Downey & Company, Llp | ACCOUNTANT/AUDITOR | $12,490 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,475 | $0 |