Liviniti Intermediate Ii, LLC 401(K) Plan — Form 5500 plan (Liviniti Intermediate Ii, LLC)

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, Liviniti Intermediate Ii, LLC 401(K) Plan is a benefit plan reported by Liviniti Intermediate Ii, LLC under EIN 84-5140855 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $9,786,916 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liviniti Intermediate Ii, LLC
EIN
84-5140855
Plan number
001
Plan type
2
Location
Natchitoches, LA
Latest filing year
2023
Participants
326
End-of-year plan assets
$9,786,916

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023326H, C20240820051732NAL0002248209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,786,916
Total liabilities (EOY)
$0
Net assets (EOY)
$9,786,916
Net assets (BOY)
$6,682,502

Income & contributions

Employer contributions
$733,466
Participant contributions
$1,425,948
Total contributions
$2,544,337
Total income / additions
$3,957,730

Expenses & distributions

Benefits paid
$795,115
Administrative expenses
$53,701
Total expenses
$853,316
Net increase / (decrease)
$3,104,414

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$30,631$02023
Fsc Securities CorporationINVESTMENT/FINANCIAL ADVI$23,070$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages