My Plan Facts

The Life Church 401(k) Plan401(k) plan: employer contributions, fees and assets

Form 5500 for plan year 2025

The filing shows $1,478 of employer contributions for each active participant in the plan year that ended 31 Dec 2025. Form 5500 does not state the match formula.

Sponsor
The Life Church of Memphis, Inc., Eads, TN
EIN and plan number
62-1644529, plan 001
Plan type
401(k), profit sharing. Single-employer plan
Plan year
to
Filing received

What this filing shows

At the end of the plan year that ended 31 Dec 2025, the plan had 171 participants.

Net assets were $3,568,117 at the end of that plan year.

Employer contributions were $1,478 for each active participant in that plan year.

Participant contributions were $2,768 for each active participant.

By participants, it was number 1,115 of 1,329 defined contribution plans with 100 or more participants and a filing address in Tennessee.

By net assets, it was number 1,136 of 1,270.

This page gives no change from plan year 2024, because the site has no filing of the plan for that year.

Its net assets for each participant were $20,866 in plan year 2025.

The median of defined contribution plans with 100 to 249 participants was $60,164 in plan year 2024.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .

Contributions

Position among plans of the same type and size. The group: 22,108 defined contribution plans with 100 to 249 participants, plan year 2024. The percentiles set the latest figures of this plan against the group of plan year 2024.

Employer contributionsPlan year that ended 31 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
$221,650
Active participants31 Dec 2025
150
Employer contributions for each active participant
$1,478
Among plans of the same type and size$1,478plan year 2024

The plan is at the 30th percentile of the group. The quartiles of the group are $1,250, $2,447 and $4,395. Among plans of the same sector, the plan is at the 39th percentile.

Participant contributionsPlan year that ended 31 Dec 2025
$415,131
Rollovers and other contributions
$12,674
Participant contributions for each active participant
$2,768
Among plans of the same type and size$2,768plan year 2024

The plan is at the 21st percentile of the group of 20,744 plans. The quartiles of the group are $3,077, $5,003 and $8,036. Among plans of the same sector, the plan is at the 40th percentile.

Total contributionsPlan year that ended 31 Dec 2025. Schedule H line 2a(3)
$649,455

A percentile gives a position in the group. It does not grade the plan. Groups: plans with 100 to 249 participants, Other services sector.

Fees that the filing shows

The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.

Recordkeeping fees
$11,618
Investment advisory and management fees
$974
Administrative expenses, Schedule HPlan year that ended 31 Dec 2025
$12,592
Administrative expenses for each participant$73.64plan year 2024

The plan is at the 29th percentile of the group. The quartiles of the group are $53.32, $176 and $310. Among plans of the same sector, the plan is at the 41st percentile.

Direct compensation
$11,618
Indirect compensation
$0
Schedule C compensation to organisationsPlan year that ended 31 Dec 2025
$11,618
Schedule C compensation for each participant$67.94plan year 2024

The plan is at the 22nd percentile of the group. The quartiles of the group are $79.80, $194 and $331. Among plans of the same sector, the plan is at the 34th percentile.

The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees

Assets and participants

Net assets at the start of the plan year
$2,630,515
Total income, with the result of the investments
$1,160,101
Benefits paid
$209,907
Total expenses
$222,499
Net income
$937,602
Net transfers
$0
Net assets, 31 Dec 2025
$3,568,117
Active participants
150
Retired or separated, with benefits now
0
Retired or separated, with benefits later
21
Participants with an account balance
124
Participants, 31 Dec 2025
171
Net assets for each participant$20,866plan year 2024

The plan is at the 14th percentile of the group. The quartiles of the group are $32,536, $60,164 and $105,654. Among plans of the same sector, the plan is at the 27th percentile.

Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.

Plan years on file

Net assets at the end of the plan year
$1.1M$3.6M20222025

Plan years 2023 and 2024 have no column. The site has no filing of this plan for them, or the filing has no figure.

Participants at the end of the plan year
16817120222025

Plan years 2023 and 2024 have no column. The site has no filing of this plan for them, or the filing has no figure.

The Life Church 401(k) Plan: figures of each plan year on fileA plan year has the number of the year in which it started.
Plan yearParticipantsNet assetsEmployer contributionsParticipant contributionsSchedule C compensation
2025171$3.6M$222K$415K$12K
2022168$1.1M$134K$213K$7,000

The site has no filing of this plan for plan years 2023 and 2024.

Assets by Schedule H category, 31 Dec 2025

Registered investment companies (mutual funds)
$3.5M 99.3%
Participant loans
$26K 0.7%
Common/collective trusts
$377 0.0%

The form shows the type of the investment vehicle. It does not list the funds of the plan.

Service providers on Schedule C

Organisations that The Life Church 401(k) Plan paid $5,000 or morePlan year that ended 31 Dec 2025. Service codes and amounts as filed.
OrganisationServices in the filingDirect compensationIndirect compensation
ADP, Inc.Recordkeeping and information management; Participant loan processing$11,618$0

Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.

Other answers in the filing

Opinion of the accountantSchedule H line 3a
Unmodified
Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
Yes
Accounting firmSchedule H line 3c
Watkins Uiberall PLLC
Failure to transmit participant contributionsSchedule H line 4a
No
Fidelity bondSchedule H line 4d
Yes, $264,000
Blackout period in the plan yearSchedule H line 4m
No
  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan
  • 3HPlan sponsor(s) is (are) a member(s) of a controlled group

Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 813000: Religious, Grantmaking, Civic, Professional, & Similar Organizations (including condominium and homeowners associations).

The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.

Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions): The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary

Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.) A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary

Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .

Plans of similar size in the same industry

Plans with the same plan type and business code, nearest in number of participantsThe list is for navigation. Its order is not a rank.
PlanSponsorParticipants
New River Community Action Inc. 401(k) Profit Sharing Plan & TrustNew River Community Action Inc.171
403(b) Thrift Plan for Employees of the Arc of Butler CountyThe Arc of Butler County171
American Pharmacists Association 401(k) PlanAmerican Pharmacists Association172
403(b) Thrift Plan of the Growing PlaceThe Growing Place171
American Welding Society 403(b) Retirement PlanAmerican Welding Society172
Oregon Health & Science University Foundation Pension PlanOregon Health & Science University Foundation171
National 4-H Council 403(b) PlanNational 4-H Council172
Open Philanthropy Project 401(k) PlanOpen Philanthropy Project LLC170
The Boys and Girls Aid Society of Oregon Defined Contribution Ret PlanBoys & Girls Aid Society of Oregon172
Transfair USA 401(k) PlanTransfair USA170

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "The Life Church 401(k) Plan." https://myplanfacts.com/plan/621644529-001-the-life-church-401-k-plan/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 62-1644529, plan 001. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 500 participants or more, a second filing on record, and net assets and an employer contributions line on Schedule H.

Questions

Does the filing show the employer match?

No. Form 5500 does not state the match formula. The filing shows total employer contributions of $221,650 for the plan year that ended 31 Dec 2025. Participants contributed $415,131 in total in that plan year.

What fees does the filing show?

The plan reported $12,592 of administrative expenses for the plan year that ended 31 Dec 2025. Schedule C shows $11,618 of compensation to service providers. Fund expense ratios are not in Form 5500.

Which organisations give services to the plan?

Schedule C of the filing names 1 organisation. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.

How old are these figures?

The figures are for the plan year from 1 Jan 2025 to 31 Dec 2025. The Department of Labor received the filing on 15 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.