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, Living Care Lifestyles 401(K) Profit Sharing Plan is a benefit plan reported by Millennium Advisors, Inc. under EIN 91-1644545 and plan number 002. The latest loaded filing year is 2023. The filing reports 648 participants and $5,581,779 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,581,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,581,779
- Net assets (BOY)
- $4,413,651
Income & contributions
- Employer contributions
- $365,015
- Participant contributions
- $584,418
- Total contributions
- $1,026,084
- Total income / additions
- $1,646,105
Expenses & distributions
- Benefits paid
- $420,306
- Administrative expenses
- $57,436
- Total expenses
- $477,977
- Net increase / (decrease)
- $1,168,128