Livengrin Employee Retirement Plan — Form 5500 plan (Livengrin Foundation)
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, Livengrin Employee Retirement Plan is a benefit plan reported by Livengrin Foundation under EIN 23-1668916 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $2,406,588 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Livengrin Foundation
- EIN
- 23-1668916
- Plan number
- 001
- Plan type
- 2
- Location
- Bensalem, PA
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $2,406,588
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241004150958NAL0012372849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,406,588
- Total liabilities (EOY)
- $297
- Net assets (EOY)
- $2,406,291
- Net assets (BOY)
- $2,067,246
Income & contributions
- Employer contributions
- $66,849
- Participant contributions
- $305,744
- Total contributions
- $372,593
- Total income / additions
- $642,383
Expenses & distributions
- Benefits paid
- $270,570
- Administrative expenses
- $32,768
- Total expenses
- $303,338
- Net increase / (decrease)
- $339,045
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Fin. Life Ins. Company | RECORD KEEPER | $18,194 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $14,574 | $0 | 2023 |