Lifesize, Inc. 401(K) Plan — Form 5500 plan (Lifesize, 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, Lifesize, Inc. 401(K) Plan is a benefit plan reported by Lifesize, Inc. under EIN 47-2105803 and plan number 001. The latest loaded filing year is 2023. The filing reports 335 participants and $910,547 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifesize, Inc.
EIN
47-2105803
Plan number
001
Plan type
2
Location
Mcallen, TX
Latest filing year
2023
Participants
335
End-of-year plan assets
$910,547

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023335H, C20240829110121NAL0024270752001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$910,547
Total liabilities (EOY)
$0
Net assets (EOY)
$910,547
Net assets (BOY)
$20,694,481

Income & contributions

Employer contributions
$449,844
Participant contributions
$405,499
Total contributions
$855,343
Total income / additions
$2,897,573

Expenses & distributions

Benefits paid
$22,604,009
Administrative expenses
$77,498
Total expenses
$22,681,507
Net increase / (decrease)
-$19,783,934

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services, InNONE$46,960not reported in the loaded dataset2023
Mercer Investment ManagementNONE$3,588not reported in the loaded dataset2023
Charles Scwhab & Co., Inc.NONE$184$02023

Related Form 5500 pages