2023 Form 5500 filing — Llf Advisors Group, Inc. 401(K) Profit Sharing 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 20240930163007NAL0005960561003) for Llf Advisors Group, Inc. 401(K) Profit Sharing Plan, reported by Llf Advisors Group, Inc. under EIN 27-1726134 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$412KReported net assets$411,973
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930163007NAL0005960561003
Plan sponsor
Llf Advisors Group, Inc.
EIN
27-1726134
Plan number
001
Location
Houston, TX
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$412.6K total assets
Net assets$412KLiabilities$662
Money in vs. money out
Total income / additions$98K
Total expenses$1.3K
Benefits paid / distributionsNot reported
Contributions
Employer$12K
Participant$15K
Full reported line items
Total assets (EOY)
$412,635
Total liabilities (EOY)
$662
Net assets (EOY)
$411,973
Employer contributions
$12,000
Participant contributions
$15,000
Total income / additions
$98,015
Administrative expenses
$1,311
Total expenses
$1,311
Net increase / (decrease)
$96,704

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930163007NAL0005960561003 cover?
It is the 2023 Form 5500 filing for Llf Advisors Group, Inc. 401(K) Profit Sharing Plan, reported by Llf Advisors Group, Inc. (EIN 27-1726134).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages