Life Pivot Retirement Plan — Form 5500 plan (Life Pivot, 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, Life Pivot Retirement Plan is a benefit plan reported by Life Pivot, Inc. under EIN 83-3878448 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $774,702 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Life Pivot, Inc.
EIN
83-3878448
Plan number
001
Plan type
2
Location
Saint George, UT
Latest filing year
2023
Participants
3
End-of-year plan assets
$774,702

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233I20240611233847NAL0015564115001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$774,702
Net assets (EOY)
$774,702
Net assets (BOY)
$582,721

Income & contributions

Total income / additions
$191,956

Expenses & distributions

Administrative expenses
-$25
Total expenses
-$25
Net increase / (decrease)
$191,981

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages