Liv Employee Benefits 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Liv Employee Benefits)
Plain-English plan 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, Liv Employee Benefits 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Liv Employee Benefits under EIN 20-8618503 and plan number 001. The latest loaded filing year is 2023. The filing reports 622 participants and $3,768,930 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liv Employee Benefits
- EIN
- 20-8618503
- Plan number
- 001
- Plan type
- 2
- Location
- Rapid City, SD
- Latest filing year
- 2023
- Participants
- 622
- End-of-year plan assets
- $3,768,930
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 622 | H, C | 20241011115719NAL0012450579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,768,930
- Total liabilities (EOY)
- $42,559
- Net assets (EOY)
- $3,726,371
- Net assets (BOY)
- $2,754,110
Income & contributions
- Employer contributions
- $394,585
- Participant contributions
- $1,008,370
- Total contributions
- $1,402,955
- Total income / additions
- $1,993,516
Expenses & distributions
- Benefits paid
- $895,138
- Administrative expenses
- $83,558
- Total expenses
- $1,021,255
- Net increase / (decrease)
- $972,261
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $74,413 | $0 | 2023 |
| Vision Point Advisory Group, LLC | INVESTMENT/FINANCIAL ADVI | $9,144 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |