Plan5500

Lifenet Inc. 403(B) Tsa Plan — Form 5500 plan (Lifenet, 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, Lifenet Inc. 403(B) Tsa Plan is a benefit plan reported by Lifenet, Inc. under EIN 71-0739940 and plan number 001. The latest loaded filing year is 2023. The filing reports 367 participants and $11,648,195 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifenet, Inc.
EIN
71-0739940
Plan number
001
Plan type
2
Location
Texarkana, TX
Latest filing year
2023
Participants
367
End-of-year plan assets
$11,648,195

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023367H, C20250714083733NAL0000808561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,648,195
Total liabilities (EOY)
$0
Net assets (EOY)
$11,648,195
Net assets (BOY)
$9,930,236

Income & contributions

Employer contributions
$330,785
Participant contributions
$914,777
Total contributions
$1,300,391
Total income / additions
$3,702,363

Expenses & distributions

Benefits paid
$1,971,121
Administrative expenses
$13,283
Total expenses
$1,984,404
Net increase / (decrease)
$1,717,959

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Offenhauser Financial Services LLCINVESTMENT ADVISORY$0$41,1112023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$13,283$02023

Related Form 5500 pages