2023 Form 5500 filing — Lavie Holdco 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 20241015135335NAL0028650545001) for Lavie Holdco 401(K) Plan, reported by Lavie Holdco LLC under EIN 87-3131400 and plan number 002. It reports 9,604 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135335NAL0028650545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lavie Holdco LLC
- EIN
- 87-3131400
- Plan number
- 002
- Location
- Maitland, FL
- Participants
- 9,604
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,695,128
- Total liabilities (EOY)
- -$132
- Net assets (EOY)
- $39,695,260
- Participant contributions
- $2,496,000
- Total income / additions
- $8,581,646
- Benefits paid
- $6,758,702
- Administrative expenses
- $282,010
- Total expenses
- $7,187,626
- Net increase / (decrease)
- $1,394,020
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $195,486 | not reported in the loaded dataset |
| Alliant Retirement Services, LLC | NONE | $77,773 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $16,386 | $0 |