Lifescience Logistics, LLC 401(K) Plan — Form 5500 plan (Lifescience Logistics, LLC)

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, Lifescience Logistics, LLC 401(K) Plan is a benefit plan reported by Lifescience Logistics, LLC under EIN 20-4870652 and plan number 001. The latest loaded filing year is 2023. The filing reports 608 participants and $2,321,363 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifescience Logistics, LLC
EIN
20-4870652
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
608
End-of-year plan assets
$2,321,363

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023608H, C20241015142147NAL0029954241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,321,363
Total liabilities (EOY)
$0
Net assets (EOY)
$2,321,363
Net assets (BOY)
$1,529,174

Income & contributions

Employer contributions
$0
Participant contributions
$822,199
Total contributions
$830,668
Total income / additions
$1,187,860

Expenses & distributions

Benefits paid
$379,727
Administrative expenses
$15,944
Total expenses
$395,671
Net increase / (decrease)
$792,189

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bok Financial Asset Management, IncNONE$15,944not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$3,3252023

Related Form 5500 pages