2023 Form 5500 filing — Employee Savings And Investment Plan Of Levi Strauss & Co.
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 20241011124032NAL0036926912004) for Employee Savings And Investment Plan Of Levi Strauss & Co., reported by Levi Strauss & Co. under EIN 94-0905160 and plan number 022. It reports 8,091 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011124032NAL0036926912004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Levi Strauss & Co.
- EIN
- 94-0905160
- Plan number
- 022
- Location
- San Francisco, CA
- Participants
- 8,091
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $939,412,833
- Net assets (EOY)
- $939,412,833
- Employer contributions
- $23,942,170
- Participant contributions
- $30,345,813
- Total income / additions
- $214,420,693
- Benefits paid
- $61,978,743
- Administrative expenses
- $570,146
- Total expenses
- $62,628,949
- Net increase / (decrease)
- $151,791,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors Inc. | N/A | $232,278 | not reported in the loaded dataset |
| Fidelity Investments Inst Ops | N/A | $167,288 | $0 |