Original filing (PDF)20241117155745NAL0000627425001

LIVING WITH PURPOSE, INC.

Name: LIVING WITH PURPOSE, INC. — LIVING WITH PURPOSE 401(K) PLAN, Form 5500 (2023)
Creator: LIVING WITH PURPOSE, INC.

Form 5500-SF

FILING_RECEIVED

LIVING WITH PURPOSE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIVING WITH PURPOSE, INC..

Plan sponsor

Name

LIVING WITH PURPOSE, INC.

EIN

46-1704971

Address

8005 N. BROADWAY · ST. LOUIS, MO · 63147

Phone

(314) 833-4185

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-24

Filed

2024-11-17

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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