Lifepath, Inc. 401(K) Retirement Plan — Form 5500 plan (Lifepath, 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, Lifepath, Inc. 401(K) Retirement Plan is a benefit plan reported by Lifepath, Inc. under EIN 23-7402943 and plan number 003. The latest loaded filing year is 2023. The filing reports 766 participants and $23,324,297 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifepath, Inc.
EIN
23-7402943
Plan number
003
Plan type
2
Location
Bethlehem, PA
Latest filing year
2023
Participants
766
End-of-year plan assets
$23,324,297

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023766H, C20250409114201NAL0012164035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,324,297
Total liabilities (EOY)
$0
Net assets (EOY)
$23,324,297
Net assets (BOY)
$20,784,353

Income & contributions

Employer contributions
$485,439
Participant contributions
$1,765,850
Total contributions
$2,287,661
Total income / additions
$5,086,348

Expenses & distributions

Benefits paid
$2,396,301
Administrative expenses
$144,645
Total expenses
$2,546,404
Net increase / (decrease)
$2,539,944

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$114,982$2,6622023
Digital Insurance, Inc.NONE$29,633not reported in the loaded dataset2023

Related Form 5500 pages