How many benefit plans does The Levy Company report on Form 5500?

The Levy Company (EIN 74-2942371) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Levy Company?

The Employer Identification Number (EIN) reported for The Levy Company is 74-2942371.

What is the latest Form 5500 filing year for The Levy Company?

The latest loaded Form 5500 filing year for The Levy Company is 2023.

The Levy Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Levy Company (EIN 74-2942371) is a plan sponsor located in Selma, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 74-2942371
Location: Selma, TX
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $21,392,607
Total reported liabilities (EOY): $10,340,397
Total reported net assets (EOY): $11,052,210

Contributions & income

Employer contributions: $771,534
Participant contributions: $611,492
Total income / additions: $4,867,369

Expenses & distributions

Benefits paid / distributions: $691,434
Total expenses: $1,008,441
Net increase / (decrease): $3,858,928

Coverage

Total reported participants: 598
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Levy Company plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Levy Company, Inc. Employee Stock Ownership Plan	002	224	$14,921,708	2023
The Levy Company 401(K) Plan	001	215	$6,470,899	2023
The Levy Company Wrap Plan	501	159	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Levy Company
Year	Plan	Participants	Schedules	Filing
2023	The Levy Company Wrap Plan	159	—	20240703111608NAL0004288643001
2023	The Levy Company, Inc. Employee Stock Ownership Plan	224	H	20250715072814NAL0001830881001
2023	The Levy Company 401(K) Plan	215	H, C	20250715160414NAL0001452227001