Lavitt Group, Inc. 401(K) Plan — Form 5500 plan (Lavitt Group, 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, Lavitt Group, Inc. 401(K) Plan is a benefit plan reported by Lavitt Group, Inc. under EIN 86-3159249 and plan number 002. The latest loaded filing year is 2023. The filing reports 137 participants and $15,667,729 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lavitt Group, Inc.
- EIN
- 86-3159249
- Plan number
- 002
- Plan type
- 3
- Location
- Syosset, NY
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $15,667,729
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20240731124847NAL0021505505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,667,729
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,667,729
- Net assets (BOY)
- $13,844,360
Income & contributions
- Employer contributions
- $126,481
- Participant contributions
- $609,402
- Total contributions
- $735,883
- Total income / additions
- $3,036,783
Expenses & distributions
- Benefits paid
- $1,093,270
- Administrative expenses
- $120,144
- Total expenses
- $1,213,414
- Net increase / (decrease)
- $1,823,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $31,985 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance | RECORDKEEPER | $18,160 | $0 | 2023 |
| Ross Strent & Co Llp | AUDITOR | $16,250 | not reported in the loaded dataset | 2023 |
| The Paragon Alliance Group, LLC | CONTRACT ADMIN | $0 | $7,213 | 2023 |
| Littler Mendelson, P.C. | ATTORNEY | $6,448 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lavitt Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syosset, NY
- Capfinancial Partners LLC — Schedule C compensation
- Empower Life & Annuity Insurance — Schedule C compensation
- Ross Strent & Co Llp — Schedule C compensation
- The Paragon Alliance Group, LLC — Schedule C compensation
- Littler Mendelson, P.C. — Schedule C compensation