Plan Ledger DOL Form 5500 · updated monthly

Lifelink Foundation, Inc.Money purchase plan

LIFELINK FOUNDATION, INC. RETIREMENT PLAN · TAMPA, FL · plan year 2024

Employer contribution per participant · 2024
$9,889

Lifelink Foundation, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $99,089,055 across 714 participant accounts, with employer contributions averaging $9,889 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 325th-largest of 3,644 plans among Florida employers on file, and the 204th of 3,341 in other services. active participation has grown from 476 to 528 since 2022.

Plan summary
Net assets, end of year$99,089,055
Participants with balances714
Active participants528
Employer contributions$5,221,624
Employee contributions—
Employer contribution per active participant$9,889
Average account balance$138,780
Benefits paid to participants$9,523,744
Plan auditUnmodified (clean) audit opinion
AuditorRIVERO, GORDIMER, COMPANY, P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$99.1M · 714 accts · $5.2M emplr
2023$95.3M · 665 accts · $4.7M emplr
2022$87.1M · 642 accts · $4.3M emplr
Employer contributions to the Lifelink Foundation, Inc. plan · 2024
Employer contribution per active participant$9,889
Median for plans this size$3,635
2024$9,889 per active participant
2023$9,986 per active participant
2022$9,006 per active participant

Lifelink Foundation, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023$1,585 · 0.00%
2022Not separately reported
Same employer
Similar plansOther Services · Florida
Pga Tour, Inc FL$290.7M · 0.06%
Members Benefits Corp FL$132.3M · 0.46%
Florida Southern College FL$88.6M · 0.16%
Kelly Tractor Co. FL$69.3M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592193032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.