Plan5500

Liftfund, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Liftfund, 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, Liftfund, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Liftfund, Inc. under EIN 74-2712770 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $5,656,962 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liftfund, Inc.
EIN
74-2712770
Plan number
001
Plan type
2
Location
San Antono, TX
Latest filing year
2023
Participants
161
End-of-year plan assets
$5,656,962

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20250408133123NAL0018070913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,656,962
Total liabilities (EOY)
$0
Net assets (EOY)
$5,656,962
Net assets (BOY)
$4,808,771

Income & contributions

Employer contributions
$401,758
Participant contributions
$483,354
Total contributions
$991,654
Total income / additions
$1,765,752

Expenses & distributions

Benefits paid
$886,041
Administrative expenses
$20,801
Total expenses
$917,561
Net increase / (decrease)
$848,191

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Swbc Investment Services LLCBROKER/ADVISER$0$24,5502023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$17,880$02023
Empower Advisory Group, LLCINVESTMENT MGMT$2,921not reported in the loaded dataset2023

Related Form 5500 pages