2023 Form 5500 filing — Retirement Savings Plan Of Leviton Affiliated Employers

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 20241009134729NAL0031464352001) for Retirement Savings Plan Of Leviton Affiliated Employers, reported by Leviton Manufacturing Co., Inc. under EIN 11-1001790 and plan number 006. It reports 432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009134729NAL0031464352001
Filing year
2023
Form type
2
Plan sponsor
Leviton Manufacturing Co., Inc.
EIN
11-1001790
Plan number
006
Location
Melville, NY
Participants
432
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,171,195
Total liabilities (EOY)
$11,688
Net assets (EOY)
$10,159,507
Employer contributions
$467,787
Participant contributions
$1,044,921
Total income / additions
$2,832,381
Benefits paid
$1,476,139
Administrative expenses
$3,503
Total expenses
$1,479,642
Net increase / (decrease)
$1,352,739
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$3,503$0

Related Form 5500 pages