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, Livewell Alliance, Inc. 401(K) Plan is a benefit plan reported by Livewell Alliance, Inc. under EIN 22-3068632 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $12,905,448 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,905,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,905,448
- Net assets (BOY)
- $11,772,264
Income & contributions
- Employer contributions
- $364,757
- Participant contributions
- $607,109
- Total contributions
- $971,866
- Total income / additions
- $2,589,985
Expenses & distributions
- Benefits paid
- $1,410,565
- Administrative expenses
- $5,640
- Total expenses
- $1,456,801
- Net increase / (decrease)
- $1,133,184