Life'S Worc 403(B) Profit Sharing Plan — Form 5500 plan (Life'S Worc)

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, Life'S Worc 403(B) Profit Sharing Plan is a benefit plan reported by Life'S Worc under EIN 23-7209731 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,736 participants and $19,253,550 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Life'S Worc
EIN
23-7209731
Plan number
001
Plan type
2
Location
Garden City, NY
Latest filing year
2023
Participants
1,736
End-of-year plan assets
$19,253,550

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,736H, C20250415122904NAL0001477763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,253,550
Total liabilities (EOY)
$0
Net assets (EOY)
$19,253,550
Net assets (BOY)
$18,558,527

Income & contributions

Employer contributions
$320,980
Participant contributions
$910,664
Total contributions
$1,270,909
Total income / additions
$3,807,112

Expenses & distributions

Benefits paid
$2,967,845
Administrative expenses
$144,244
Total expenses
$3,112,089
Net increase / (decrease)
$695,023

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealth Enhancement GroupINVESTMENT ADVISORS$87,707not reported in the loaded dataset2023
Ascensus, Inc.RECORDKEEPER$47,317not reported in the loaded dataset2023
Millenium Investment & RetirementINDEPENDENT FIDUCIARY$1,750not reported in the loaded dataset2023

Related Form 5500 pages