2023 Form 5500 filing — Lifelinc Corporation 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 20241015170436NAL0058863874001) for Lifelinc Corporation 401(K)Plan, reported by Lifelinc Corporation under EIN 27-5416658 and plan number 001. It reports 294 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170436NAL0058863874001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifelinc Corporation
- EIN
- 27-5416658
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 294
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,982,523
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,982,523
- Employer contributions
- $1,154,501
- Participant contributions
- $2,402,367
- Total income / additions
- $5,947,423
- Benefits paid
- $1,992,466
- Administrative expenses
- $160,159
- Total expenses
- $2,177,982
- Net increase / (decrease)
- $3,769,441
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $69,432 | $0 |
| Ubs Financial Services Inc. | INVESTMENT ADVISOR | $58,407 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANGEMENT | $20,810 | not reported in the loaded dataset |
| Acuff & Associates, Inc. | CONTRACT ADMINISTRATOR | $12,487 | not reported in the loaded dataset |