2023 Form 5500 filing — Lifemed Alaska, LLC 401(K) Profit Sharing Plan And Trust
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 20241015192105NAL0017102931001) for Lifemed Alaska, LLC 401(K) Profit Sharing Plan And Trust, reported by Lifemed Alaska, LLC under EIN 26-2512960 and plan number 001. It reports 235 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)$18.6MReported net assets$18,612,475
Participants235
Provider compensation$47.4K2 Schedule C row(s)$47,428
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015192105NAL0017102931001
- Plan sponsor
- Lifemed Alaska, LLC
- EIN
- 26-2512960
- Plan number
- 001
- Location
- Anchorage, AK
- 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)$18.6M total assets
Net assets$18.6MLiabilities$26.1K
Full reported line items
- Total assets (EOY)
- $18,638,599
- Total liabilities (EOY)
- $26,124
- Net assets (EOY)
- $18,612,475
- Employer contributions
- $825,346
- Participant contributions
- $1,193,226
- Total income / additions
- $4,588,995
- Benefits paid
- $586,006
- Administrative expenses
- $130,534
- Total expenses
- $716,540
- Net increase / (decrease)
- $3,872,455
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alera Investment Advisors | RIA | $46,278 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,150 | $0 |