Liveone 401(K) Retirement Plan — Form 5500 plan (Liveone, 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, Liveone 401(K) Retirement Plan is a benefit plan reported by Liveone, Inc. under EIN 98-0657263 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $12,158,830 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Liveone, Inc.
EIN
98-0657263
Plan number
001
Plan type
2
Location
Escondido, CA
Latest filing year
2023
Participants
207
End-of-year plan assets
$12,158,830

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20241001053418NAL0006673329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,158,830
Total liabilities (EOY)
$0
Net assets (EOY)
$12,158,830
Net assets (BOY)
$10,455,483

Income & contributions

Employer contributions
$238,253
Participant contributions
$922,622
Total contributions
$1,201,757
Total income / additions
$3,251,230

Expenses & distributions

Benefits paid
$1,518,200
Administrative expenses
$29,251
Total expenses
$1,547,883
Net increase / (decrease)
$1,703,347

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resources Investment Advisors, Inc.CONSULTANT$27,333$02023
Adp, Inc.RECORD KEEPER$1,917$02023
Morningstar Retirement ManagerINVESTMENT MANAGER$0$02023

Related Form 5500 pages