Lvmh Affiliates' 401(K) Plan, Wines & Spirits — 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, Wines & Spirits is a benefit plan reported by Lvmh Inc. under EIN 13-5371790 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,032 participants and $139,048,441 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lvmh Inc.
- EIN
- 13-5371790
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 1,032
- End-of-year plan assets
- $139,048,441
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,032 | H, C | 20241015193033NAL0029501201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,048,441
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $139,048,441
- Net assets (BOY)
- $123,038,030
Income & contributions
- Employer contributions
- $3,474,711
- Participant contributions
- $7,905,715
- Total contributions
- $13,196,811
- Total income / additions
- $36,669,955
Expenses & distributions
- Benefits paid
- $20,667,136
- Administrative expenses
- -$28,249
- Total expenses
- $20,638,887
- Net increase / (decrease)
- $16,031,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buchbinder Tunick & Company Llp | ACCOUNTANT/AUDITOR | $38,000 | not reported in the loaded dataset | 2023 |
| Onedigital Topco LLC Fka Achilles | INVESTMENT ADVISOR | $26,563 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $18,970 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$111,782 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lvmh Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Buchbinder Tunick & Company Llp — Schedule C compensation
- Onedigital Topco LLC Fka Achilles — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation