Plan5500

Lifepath, Inc. 401(K) Plan — Form 5500 plan (Lifepath, Inc.)

Plain-English plan 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, Lifepath, Inc. 401(K) Plan is a benefit plan reported by Lifepath, Inc. under EIN 04-2542539 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $7,085,948 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifepath, Inc.
EIN
04-2542539
Plan number
001
Plan type
2
Location
Greenfield, MA
Latest filing year
2023
Participants
167
End-of-year plan assets
$7,085,948

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20250415085945NAL0001398291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,085,948
Total liabilities (EOY)
$0
Net assets (EOY)
$7,085,948
Net assets (BOY)
$6,438,982

Income & contributions

Employer contributions
$314,771
Participant contributions
$248,702
Total contributions
$565,998
Total income / additions
$1,409,532

Expenses & distributions

Benefits paid
$727,649
Administrative expenses
$34,917
Total expenses
$762,566
Net increase / (decrease)
$646,966

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$34,917not reported in the loaded dataset2023

Related Form 5500 pages