Liv Communities 401(K) Profit Sharing Plan — Form 5500 plan (Liv Communities LLC)
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 Communities 401(K) Profit Sharing Plan is a benefit plan reported by Liv Communities LLC under EIN 26-1514930 and plan number 001. The latest loaded filing year is 2023. The filing reports 216 participants and $9,616,615 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Liv Communities LLC
- EIN
- 26-1514930
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Haven, MI
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $9,616,615
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20240919094944NAL0003437507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,616,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,616,615
- Net assets (BOY)
- $8,909,259
Income & contributions
- Employer contributions
- $236,809
- Participant contributions
- $540,564
- Total contributions
- $777,373
- Total income / additions
- $2,279,107
Expenses & distributions
- Benefits paid
- $1,544,160
- Administrative expenses
- $27,591
- Total expenses
- $1,571,751
- Net increase / (decrease)
- $707,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $26,778 | $0 | 2023 |