2023 Form 5500 filing — Lifestyle Communities, Ltd. And Affiliates 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 20241015125431NAL0029694321001) for Lifestyle Communities, Ltd. And Affiliates 401(K) Plan, reported by Lifestyle Communities, Ltd. under EIN 31-1468514 and plan number 001. It reports 593 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)$15.1MReported net assets$15,082,968
Participants593
Provider compensation$58K2 Schedule C row(s)$57,950
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015125431NAL0029694321001
- Plan sponsor
- Lifestyle Communities, Ltd.
- EIN
- 31-1468514
- Plan number
- 001
- Location
- Columbus, OH
- Received date
- not reported in the loaded dataset
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)$15.1M total assets
Net assets$15.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,082,968
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,082,968
- Employer contributions
- $912,761
- Participant contributions
- $1,554,698
- Total income / additions
- $5,364,479
- Benefits paid
- $4,106,486
- Administrative expenses
- $48,969
- Total expenses
- $4,208,393
- Net increase / (decrease)
- $1,156,086
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $31,755 | $0 |
| Everhart Financial Group Inc Everha | INVESTMENT ADVISOR | $26,195 | not reported in the loaded dataset |