Neolife International, LLC Retirement Plan — Form 5500 plan (Neolife International, 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, Neolife International, LLC Retirement Plan is a benefit plan reported by Neolife International, LLC under EIN 88-0479926 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $28,097,396 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Neolife International, LLC
EIN
88-0479926
Plan number
001
Plan type
2
Location
Santa Clara, CA
Latest filing year
2023
Participants
163
End-of-year plan assets
$28,097,396

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20240503154016NAL0030036945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$28,097,396
Total liabilities (EOY)
$0
Net assets (EOY)
$28,097,396
Net assets (BOY)
$25,451,929

Income & contributions

Employer contributions
$420,129
Participant contributions
$1,091,446
Total contributions
$1,569,110
Total income / additions
$5,829,012

Expenses & distributions

Benefits paid
$3,169,580
Administrative expenses
$13,965
Total expenses
$3,183,545
Net increase / (decrease)
$2,645,467

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Downey & Company, LlpACCOUNTANT/AUDITOR$12,490not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,475$02023

Related Form 5500 pages