Plan5500

Lvc Companies, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Lvc Companies, Inc. (EIN 41-1433490) is a plan sponsor located in Golden Valley, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-1433490
Location
Golden Valley, MN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lvc Companies, Inc.

  • 2 loaded plans hold $28.8M in reported assets.
  • The largest, Lvc Employee Stock Ownership Plan, holds 77% of this company's reported plan assets.
  • Plans cover 300 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.6MSummed across loaded plans$28,580,070
Total reported assets$28.8M$28,814,597
Total reported participants300
Total reported liabilities$234.5K$234,527

Reported net position

Reported assets = net assets + liabilities (summed)$28.8M total assets
Net assets$28.6MLiabilities$234.5K
Contributions & income
Employer contributions$1.2M
Participant contributions$766.8K
Total income / additions$7.1M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$5.6M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets77%Lvc Employee Stock Ownership Plan
Participants per plan150Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lvc Employee Stock Ownership Plan$22.3M
    Plan #002 · 161 participants · 2023
  2. 2
    Lvc Companies, Inc. 401(K) Retirement Plan$6.5M
    Plan #001 · 139 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lvc Companies, Inc.. Open one for its full reported snapshot.

  1. 2023
    Lvc Employee Stock Ownership Plan161 participants · 2Sch H
    View filing →
  2. 2023
    Lvc Companies, Inc. 401(K) Retirement Plan139 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lvc Companies, Inc. report on Form 5500?
Lvc Companies, Inc. (EIN 41-1433490) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lvc Companies, Inc.?
The Employer Identification Number (EIN) reported for Lvc Companies, Inc. is 41-1433490.
What is the latest Form 5500 filing year for Lvc Companies, Inc.?
The latest loaded Form 5500 filing year for Lvc Companies, Inc. is 2023.

Related Form 5500 pages