2023 Form 5500 filing — Lvrg/Lvms 401(K) 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 20241014125409NAL0046022464001) for Lvrg/Lvms 401(K) Plan, reported by Lehigh Valley Restaurant Group, Inc under EIN 23-2668914 and plan number 002. It reports 159 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)$1.3MReported net assets$1,319,745
Participants159
Provider compensation$6.8K2 Schedule C row(s)$6,779
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014125409NAL0046022464001
Plan sponsor
Lehigh Valley Restaurant Group, Inc
EIN
23-2668914
Plan number
002
Location
Allentown, PA
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)$1.3M total assets
Net assets$1.3MLiabilities$0
Money in vs. money out
Total income / additions$771.2K
Total expenses$119.3K
Benefits paid / distributions$97.9K
Contributions
Employer$163.8K
Participant$421.9K
Full reported line items
Total assets (EOY)
$1,319,745
Total liabilities (EOY)
$0
Net assets (EOY)
$1,319,745
Employer contributions
$163,784
Participant contributions
$421,896
Total income / additions
$771,200
Benefits paid
$97,851
Administrative expenses
$21,447
Total expenses
$119,298
Net increase / (decrease)
$651,902
Schedule C

Reported service provider compensation

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

  1. 1
    REGISTERED INV ADVISOR · Direct $6.1K
  2. 2
    RECORDKEEPER · Direct $661 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014125409NAL0046022464001 cover?
It is the 2023 Form 5500 filing for Lvrg/Lvms 401(K) Plan, reported by Lehigh Valley Restaurant Group, Inc (EIN 23-2668914).
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