2023 Form 5500 filing — Liv Employee Benefits 401(K) Profit Sharing Plan And Trust
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 20241011115719NAL0012450579001) for Liv Employee Benefits 401(K) Profit Sharing Plan And Trust, reported by Liv Employee Benefits under EIN 20-8618503 and plan number 001. It reports 622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.7MReported net assets$3,726,371
Participants622
Provider compensation$83.6K3 Schedule C row(s)$83,557
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011115719NAL0012450579001
- Plan sponsor
- Liv Employee Benefits
- EIN
- 20-8618503
- Plan number
- 001
- Location
- Rapid City, SD
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.8M total assets
Net assets$3.7MLiabilities$42.6K
Full reported line items
- Total assets (EOY)
- $3,768,930
- Total liabilities (EOY)
- $42,559
- Net assets (EOY)
- $3,726,371
- Employer contributions
- $394,585
- Participant contributions
- $1,008,370
- Total income / additions
- $1,993,516
- Benefits paid
- $895,138
- Administrative expenses
- $83,558
- Total expenses
- $1,021,255
- Net increase / (decrease)
- $972,261
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $74,413 | $0 |
| Vision Point Advisory Group, LLC | INVESTMENT/FINANCIAL ADVI | $9,144 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |