Plan5500

Lifespring Employee Incentive Retirement Plan — Form 5500 plan (Lifespring, 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, Lifespring Employee Incentive Retirement Plan is a benefit plan reported by Lifespring, Inc. under EIN 35-1097350 and plan number 002. The latest loaded filing year is 2023. The filing reports 511 participants and $22,903,415 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifespring, Inc.
EIN
35-1097350
Plan number
002
Plan type
2
Location
Jeffersonville, IN
Latest filing year
2023
Participants
511
End-of-year plan assets
$22,903,415

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023511H, C20241008142545NAL0017784129001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,903,415
Total liabilities (EOY)
$0
Net assets (EOY)
$22,903,415
Net assets (BOY)
$20,320,014

Income & contributions

Employer contributions
$835,777
Participant contributions
$975,208
Total contributions
$1,855,339
Total income / additions
$5,080,135

Expenses & distributions

Benefits paid
$2,413,170
Administrative expenses
$83,564
Total expenses
$2,496,734
Net increase / (decrease)
$2,583,401

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cpi Qualified Plan Consultants, IncNONE$44,139not reported in the loaded dataset2023
Geneos Wealth Management, Inc.NONE$41,210not reported in the loaded dataset2023

Related Form 5500 pages