2023 Form 5500 filing — Livevox, Inc. 401(K) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240912130918NAL0018949906001) for Livevox, Inc. 401(K) Retirement Plan, reported by Livevox, Inc. under EIN 13-4031544 and plan number 001. It reports 418 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$30.2MReported net assets$30,225,957
Participants418
Provider compensation$61.3K3 Schedule C row(s)$61,336
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240912130918NAL0018949906001
Plan sponsor
Livevox, Inc.
EIN
13-4031544
Plan number
001
Location
San Francisco, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$30.2M total assets
Net assets$30.2MLiabilities$0
Money in vs. money out
Total income / additions$10.3M
Total expenses$3.3M
Benefits paid / distributions$3.2M
Contributions
Employer$1.1M
Participant$4M
Full reported line items
Total assets (EOY)
$30,225,957
Total liabilities (EOY)
$0
Net assets (EOY)
$30,225,957
Employer contributions
$1,072,696
Participant contributions
$3,992,475
Total income / additions
$10,349,437
Benefits paid
$3,209,223
Administrative expenses
$61,248
Total expenses
$3,270,471
Net increase / (decrease)
$7,078,966
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $44.8K
  2. 2
    ADVISOR · Direct $11.2K
  3. 3
    RECORDKEEPER · Direct $5.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912130918NAL0018949906001 cover?
It is the 2023 Form 5500 filing for Livevox, Inc. 401(K) Retirement Plan, reported by Livevox, Inc. (EIN 13-4031544).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages