2023 Form 5500 filing — Levy School Bus Co. 401(K) Profit Sharing 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 20241010132245NAL0021036113001) for Levy School Bus Co. 401(K) Profit Sharing Plan, reported by Levy School Bus Co. under EIN 23-1608607 and plan number 002. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010132245NAL0021036113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Levy School Bus Co.
- EIN
- 23-1608607
- Plan number
- 002
- Location
- Trumbauersville, PA
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,489,443
- Total liabilities (EOY)
- $5,743
- Net assets (EOY)
- $3,483,700
- Employer contributions
- $72,949
- Participant contributions
- $261,492
- Total income / additions
- $845,774
- Benefits paid
- $341,488
- Administrative expenses
- $3,774
- Total expenses
- $345,262
- Net increase / (decrease)
- $500,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Research And Management Co. | RECORDKEEPTER | $1,675 | $0 |