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, 403(B) Thrift Plan For Employees Of Lifeworks, Inc. is a benefit plan reported by Lifeworks, Inc. under EIN 22-2512887 and plan number 003. The latest loaded filing year is 2023. The filing reports 489 participants and $7,168,196 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,168,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,168,196
- Net assets (BOY)
- $5,722,518
Income & contributions
- Employer contributions
- $394,150
- Participant contributions
- $490,419
- Total contributions
- $885,383
- Total income / additions
- $1,658,502
Expenses & distributions
- Benefits paid
- $210,973
- Administrative expenses
- $1,851
- Total expenses
- $212,824
- Net increase / (decrease)
- $1,445,678