2023 Form 5500 filing — Lifeways Inc. 401(K) 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 20241004141127NAL0011509745001) for Lifeways Inc. 401(K) Plan, reported by Lifeways Inc. under EIN 93-1215381 and plan number 001. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.6MReported net assets$6,633,258
Participants377
Provider compensation$26.7K1 Schedule C row(s)$26,665
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004141127NAL0011509745001
Plan sponsor
Lifeways Inc.
EIN
93-1215381
Plan number
001
Location
Ontario, OR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.6M total assets
Net assets$6.6MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$545.7K
Benefits paid / distributions$545.7K
Contributions
Employer$366.4K
Participant$430.7K
Full reported line items
Total assets (EOY)
$6,633,258
Total liabilities (EOY)
$0
Net assets (EOY)
$6,633,258
Employer contributions
$366,430
Participant contributions
$430,743
Total income / additions
$1,941,307
Benefits paid
$545,693
Administrative expenses
$0
Total expenses
$545,693
Net increase / (decrease)
$1,395,614
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CUSTODIAN · Direct $26.6K · Indirect $40

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004141127NAL0011509745001 cover?
It is the 2023 Form 5500 filing for Lifeways Inc. 401(K) Plan, reported by Lifeways Inc. (EIN 93-1215381).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages