Lvmh Affiliates' 401(K) Plan — Form 5500 plan (Lvmh Inc.)

Plain-English plan 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, Lvmh Affiliates' 401(K) Plan is a benefit plan reported by Lvmh Inc. under EIN 13-3870253 and plan number 002. The latest loaded filing year is 2023. The filing reports 15,807 participants and $954,042,946 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$954MPlan net assets, end of year$954,042,946
Participants15.8KCovered participants reported15,807
Assets / participant$60.4KComputed: assets ÷ participants$60,356 (computed)
Provider compensationNone reported4 Schedule C provider row(s)
Plan sponsor
Lvmh Inc.
EIN
13-3870253
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315,807H, C20241015192507NAL0029490897001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$954M total assets
Net assets$954MLiabilities$0
Money in vs. money out
Total income / additions$276M
Total expenses$73.9M
Benefits paid / distributions$73.9M
Contributions
Employer$40.5M
Participant$75M
Full reported line items

Net assets

Total assets (EOY)
$954,042,946
Total liabilities (EOY)
$0
Net assets (EOY)
$954,042,946
Net assets (BOY)
$751,926,049

Income & contributions

Employer contributions
$40,500,918
Participant contributions
$74,969,894
Total contributions
$127,006,720
Total income / additions
$276,003,843

Expenses & distributions

Benefits paid
$73,878,057
Administrative expenses
-$109,619
Total expenses
$73,907,603
Net increase / (decrease)
$202,096,240

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$112,061not reported in the loaded dataset2023
Buckbinder Tunick & Company, LlpACCOUNTANT/AUDITOR$38,000not reported in the loaded dataset2023
Resources Investment Advisors LLCINVESTMENT ADVISOR$31,875not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$291,555$02023

Related Form 5500 pages