2023 Form 5500 filing — Life'S Worc 403(B) Profit Sharing 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 20250415122904NAL0001477763001) for Life'S Worc 403(B) Profit Sharing Plan, reported by Life'S Worc under EIN 23-7209731 and plan number 001. It reports 1,736 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415122904NAL0001477763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Life'S Worc
- EIN
- 23-7209731
- Plan number
- 001
- Location
- Garden City, NY
- Participants
- 1,736
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,253,550
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,253,550
- Employer contributions
- $320,980
- Participant contributions
- $910,664
- Total income / additions
- $3,807,112
- Benefits paid
- $2,967,845
- Administrative expenses
- $144,244
- Total expenses
- $3,112,089
- Net increase / (decrease)
- $695,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealth Enhancement Group | INVESTMENT ADVISORS | $87,707 | not reported in the loaded dataset |
| Ascensus, Inc. | RECORDKEEPER | $47,317 | not reported in the loaded dataset |
| Millenium Investment & Retirement | INDEPENDENT FIDUCIARY | $1,750 | not reported in the loaded dataset |