2023 Form 5500 filing — Lvt 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 20241014174718NAL0026870897001) for Lvt 401(K) Plan, reported by Liveview Technologies, Inc. under EIN 20-2350309 and plan number 001. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174718NAL0026870897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Liveview Technologies, Inc.
- EIN
- 20-2350309
- Plan number
- 001
- Location
- American Fork, UT
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,149,904
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,149,904
- Employer contributions
- $754,135
- Participant contributions
- $1,302,873
- Total income / additions
- $2,495,969
- Benefits paid
- $82,302
- Administrative expenses
- $59,214
- Total expenses
- $141,764
- Net increase / (decrease)
- $2,354,205
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance | RECORDKEEPER | $43,752 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $8,356 | not reported in the loaded dataset |
| Dwc-The 401(K) Experts | TPA | $7,107 | $0 |