| Plan Name | LIFEWORK LLC 401 K PROFIT SHARING PLAN TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | LIFEWORK LLC |
| Employer identification number (EIN): | 272948738 |
| NAIC Classification: | 621330 |
| NAIC Description: | Offices of Mental Health Practitioners (except Physicians) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JEFF BRENNEMAN | 2025-01-23 | ||
| 001 | 2022-01-01 | JEFF BRENNEMAN | 2023-12-12 | ||
| 001 | 2021-01-01 | JEFF BRENNEMAN | 2022-10-19 | ||
| 001 | 2020-01-01 | JEFF BRENNEMAN | 2022-10-19 | ||
| 001 | 2019-01-01 | JEFF BRENNEMAN | 2020-09-30 | ||
| 001 | 2018-01-01 | JEFF BRENNEMAN | 2020-02-28 | ||
| 001 | 2017-01-01 | JEFF BRENNEMAN | 2018-07-19 | ||
| 001 | 2016-01-01 | JEFF BRENNEMAN | 2017-07-14 | ||
| 001 | 2015-01-01 | JEFF BRENNEMAN | 2016-06-13 |
| Measure | Date | Value |
|---|---|---|
| 2025 : LIFEWORK LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-01-23 | 44323 |
| Net assets as of the end of the plan year | 2025-01-23 | 67915 |
| Total assets as of the beginning of the plan year | 2025-01-23 | 88872 |
| Value of plan covered by a fidelity bond | 2025-01-23 | 9000 |
| Participant contributions to plan in this plan year | 2025-01-23 | 9903 |
| Other income to plan in this plan year | 2025-01-23 | 13463 |
| Plan net income in this plan year | 2025-01-23 | -20957 |
| Net assets as of the end of the plan year | 2025-01-23 | 67915 |
| Net assets as of the beginning of the plan year | 2025-01-23 | 88872 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-23 | 594 |