4life Research, LLC 401(K) Plan — Form 5500 plan (4life Research, LLC)

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, 4life Research, LLC 401(K) Plan is a benefit plan reported by 4life Research, LLC under EIN 87-0617986 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $29,184,884 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
4life Research, LLC
EIN
87-0617986
Plan number
001
Plan type
2
Location
Sandy, UT
Latest filing year
2023
Participants
469
End-of-year plan assets
$29,184,884

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023469H, C20240725161925NAL0014477905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,184,884
Total liabilities (EOY)
$0
Net assets (EOY)
$29,184,884
Net assets (BOY)
$26,608,192

Income & contributions

Employer contributions
$625,266
Participant contributions
$1,512,584
Total contributions
$2,193,877
Total income / additions
$6,356,993

Expenses & distributions

Benefits paid
$3,700,373
Administrative expenses
$79,928
Total expenses
$3,780,301
Net increase / (decrease)
$2,576,692

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$64,587$02023
Onedigital Investment AdvisorsINVESTMENT ADVISORY$17,797$62023

Related Form 5500 pages