Living Independently Forever, Inc. Dc Retirement Plan — Form 5500 plan (Living Independently Forever, 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, Living Independently Forever, Inc. Dc Retirement Plan is a benefit plan reported by Living Independently Forever, Inc. under EIN 22-3190452 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $4,155,596 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Living Independently Forever, Inc.
- EIN
- 22-3190452
- Plan number
- 001
- Plan type
- 2
- Location
- Hyannis, MA
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $4,155,596
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H | 20241001191215NAL0012493024001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,155,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,155,596
- Net assets (BOY)
- $3,328,192
Income & contributions
- Employer contributions
- $216,374
- Participant contributions
- $226,266
- Total contributions
- $451,309
- Total income / additions
- $984,532
Expenses & distributions
- Benefits paid
- $153,843
- Administrative expenses
- $3,285
- Total expenses
- $157,128
- Net increase / (decrease)
- $827,404
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.