Lavie Holdco 401(K) Plan — Form 5500 plan (Lavie Holdco 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, Lavie Holdco 401(K) Plan is a benefit plan reported by Lavie Holdco LLC under EIN 87-3131400 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,604 participants and $39,695,128 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lavie Holdco LLC
EIN
87-3131400
Plan number
002
Plan type
2
Location
Maitland, FL
Latest filing year
2023
Participants
9,604
End-of-year plan assets
$39,695,128

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,604H, C20241015135335NAL0028650545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,695,128
Total liabilities (EOY)
-$132
Net assets (EOY)
$39,695,260
Net assets (BOY)
$38,301,240

Income & contributions

Participant contributions
$2,496,000
Total contributions
$2,529,965
Total income / additions
$8,581,646

Expenses & distributions

Benefits paid
$6,758,702
Administrative expenses
$282,010
Total expenses
$7,187,626
Net increase / (decrease)
$1,394,020

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpNONE$195,486not reported in the loaded dataset2023
Alliant Retirement Services, LLCNONE$77,773not reported in the loaded dataset2023
Charles Schwab BankNONE$16,386$02023

Related Form 5500 pages