2023 Form 5500 filing — Edw. C. Levy Co. 401(K) Plan For Bargaining Unit Employees
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 20241015113100NAL0047585792001) for Edw. C. Levy Co. 401(K) Plan For Bargaining Unit Employees, reported by Edw. C. Levy Co. under EIN 38-1253012 and plan number 336. It reports 437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113100NAL0047585792001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Edw. C. Levy Co.
- EIN
- 38-1253012
- Plan number
- 336
- Location
- Detroit, MI
- Participants
- 437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,540,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,540,120
- Employer contributions
- $916,207
- Participant contributions
- $1,538,264
- Total income / additions
- $7,289,642
- Benefits paid
- $3,301,813
- Administrative expenses
- $31,531
- Total expenses
- $3,335,175
- Net increase / (decrease)
- $3,954,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,722 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $7,809 | not reported in the loaded dataset |