Who sponsors the Liv Employee Benefits 401(K) Profit Sharing Plan And Trust?

Liv Employee Benefits 401(K) Profit Sharing Plan And Trust is reported as sponsored by Liv Employee Benefits (EIN 20-8618503, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Liv Employee Benefits 401(K) Profit Sharing Plan And Trust?

The latest Form 5500 filing year loaded for Liv Employee Benefits 401(K) Profit Sharing Plan And Trust is 2023.

How many participants does Liv Employee Benefits 401(K) Profit Sharing Plan And Trust report?

Liv Employee Benefits 401(K) Profit Sharing Plan And Trust reports 622 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Liv Employee Benefits 401(K) Profit Sharing Plan And Trust?

Liv Employee Benefits 401(K) Profit Sharing Plan And Trust reports $3,768,930 in end-of-year plan assets in its latest loaded Form 5500 filing.

Liv Employee Benefits 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Liv Employee Benefits)

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, Liv Employee Benefits 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Liv Employee Benefits under EIN 20-8618503 and plan number 001. The latest loaded filing year is 2023. The filing reports 622 participants and $3,768,930 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.7MPlan net assets, end of year$3,726,371

Participants622Covered participants reported

Assets / participant$6.1KComputed: assets ÷ participants$6,059 (computed)

Provider compensation$83.6K3 Schedule C provider row(s)$83,557

Plan sponsor: Liv Employee Benefits
EIN: 20-8618503
Plan number: 001
Plan type: 2
Location: Rapid City, SD
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	622	H, C	20241011115719NAL0012450579001

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)$3.8M total assets

Net assets$3.7MLiabilities$42.6K

Money in vs. money out

Total income / additions$2M

Total expenses$1M

Benefits paid / distributions$895.1K

Contributions

Employer$394.6K

Participant$1M

Full reported line items

Net assets

Total assets (EOY): $3,768,930
Total liabilities (EOY): $42,559
Net assets (EOY): $3,726,371
Net assets (BOY): $2,754,110

Income & contributions

Employer contributions: $394,585
Participant contributions: $1,008,370
Total contributions: $1,402,955
Total income / additions: $1,993,516

Expenses & distributions

Benefits paid: $895,138
Administrative expenses: $83,558
Total expenses: $1,021,255
Net increase / (decrease): $972,261

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

28%72%

Employer 28%Participant 72%

Total expenses ÷ net assets27%Computed ratio

Benefits paid ÷ total income45%Computed ratio

Provider comp. ÷ net assets2%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Adp, Inc.	RECORD KEEPER	$74,413	$0	2023
Vision Point Advisory Group, LLC	INVESTMENT/FINANCIAL ADVI	$9,144	$0	2023
Adp Broker-Dealer	RECORD KEEPER	$0	$0	2023