2023 Form 5500 filing — Levi Ray & Shoup 401k Matching Contribution Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718113240NAL0005700241001) for Levi Ray & Shoup 401k Matching Contribution Plan, reported by Levi, Ray & Shoup, Inc. under EIN 37-1073724 and plan number 001. It reports 636 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718113240NAL0005700241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Levi, Ray & Shoup, Inc.
- EIN
- 37-1073724
- Plan number
- 001
- Location
- Springfield, IL
- Participants
- 636
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,791,113
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,791,113
- Employer contributions
- $2,621,250
- Participant contributions
- $4,929,290
- Total income / additions
- $29,185,388
- Benefits paid
- $7,826,500
- Administrative expenses
- $63,072
- Total expenses
- $7,889,572
- Net increase / (decrease)
- $21,295,816
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Troxell Financial | NONE | $58,896 | not reported in the loaded dataset |
| Oneamerica Retirement Services, LLC | NONE | $4,176 | not reported in the loaded dataset |