How big is LVBW, LLP's plan?

LVBW, LLP's plan reported $2.8M in assets and 27 participants for 2024.

Original filing (PDF)20250911145113NAL0000307267001

LVBW, LLP

Name: LVBW, LLP — LVBW, LLP 401(k) Plan, Form 5500 (2024)
Creator: LVBW, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LVBW, LLP 401(k) Plan

401(k) retirement plan · LVBW, LLP's LVBW, LLP 401(k) Plan held $2.8M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Brian Moran signed LVBW, LLP's 2024 Form 5500 as plan administrator.

Brian Moran — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LVBW, LLP's EIN is 22-3736025.

EIN 22-3736025

Plan number 001

Plan year 2024

ACK ID 20250911145113NAL0000307267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LVBW, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LVBW, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LVBW, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LVBW, LLP

EIN

all filings

Address

130 BRYANT WOODS SOUTH · AMHERST, NY · 14228

Phone

(716) 204-9000

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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