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, Lifequest, Inc. 403(B) Retirement Plan is a benefit plan reported by Lifequest, Inc. under EIN 06-1097850 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $2,073,971 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,073,971
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,073,971
- Net assets (BOY)
- $1,541,944
Income & contributions
- Employer contributions
- $93,089
- Participant contributions
- $219,003
- Total contributions
- $316,775
- Total income / additions
- $614,102
Expenses & distributions
- Benefits paid
- $52,829
- Administrative expenses
- $27,601
- Total expenses
- $82,075
- Net increase / (decrease)
- $532,027