2023 Form 5500 filing — 401(K) Profit Sharing Plan For Employees Of Lifestream, Inc.
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 20250415140425NAL0001459715001) for 401(K) Profit Sharing Plan For Employees Of Lifestream, Inc., reported by Lifestream, Inc. under EIN 04-2743314 and plan number 001. It reports 691 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415140425NAL0001459715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifestream, Inc.
- EIN
- 04-2743314
- Plan number
- 001
- Location
- New Bedford, MA
- Participants
- 691
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,938,909
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,938,909
- Employer contributions
- $328,163
- Participant contributions
- $568,643
- Total income / additions
- $2,133,672
- Benefits paid
- $469,287
- Administrative expenses
- $5,545
- Total expenses
- $474,832
- Net increase / (decrease)
- $1,658,840
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $5,545 | $0 |