2023 Form 5500 filing — Lavitt Group, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731124847NAL0021505505001) for Lavitt Group, Inc. 401(K) Plan, reported by Lavitt Group, Inc. under EIN 86-3159249 and plan number 002. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731124847NAL0021505505001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Lavitt Group, Inc.
- EIN
- 86-3159249
- Plan number
- 002
- Location
- Syosset, NY
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,667,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,667,729
- Employer contributions
- $126,481
- Participant contributions
- $609,402
- Total income / additions
- $3,036,783
- Benefits paid
- $1,093,270
- Administrative expenses
- $120,144
- Total expenses
- $1,213,414
- Net increase / (decrease)
- $1,823,369
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $31,985 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance | RECORDKEEPER | $18,160 | $0 |
| Ross Strent & Co Llp | AUDITOR | $16,250 | not reported in the loaded dataset |
| The Paragon Alliance Group, LLC | CONTRACT ADMIN | $0 | $7,213 |
| Littler Mendelson, P.C. | ATTORNEY | $6,448 | not reported in the loaded dataset |