2023 Form 5500 filing — Lvmh Affiliates' 401(K) Plan, Wines & Spirits
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 20241015193033NAL0029501201001) for Lvmh Affiliates' 401(K) Plan, Wines & Spirits, reported by Lvmh Inc. under EIN 13-5371790 and plan number 002. It reports 1,032 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015193033NAL0029501201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lvmh Inc.
- EIN
- 13-5371790
- Plan number
- 002
- Location
- New York, NY
- Participants
- 1,032
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,048,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $139,048,441
- Employer contributions
- $3,474,711
- Participant contributions
- $7,905,715
- Total income / additions
- $36,669,955
- Benefits paid
- $20,667,136
- Administrative expenses
- -$28,249
- Total expenses
- $20,638,887
- Net increase / (decrease)
- $16,031,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buchbinder Tunick & Company Llp | ACCOUNTANT/AUDITOR | $38,000 | not reported in the loaded dataset |
| Onedigital Topco LLC Fka Achilles | INVESTMENT ADVISOR | $26,563 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $18,970 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$111,782 | $0 |