2023 Form 5500 filing — Lever1 Retirement Savings 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 20241015142909NAL0016627075001) for Lever1 Retirement Savings Plan, reported by Lever1 under EIN 45-4152888 and plan number 333. It reports 1,717 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142909NAL0016627075001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Lever1
- EIN
- 45-4152888
- Plan number
- 333
- Location
- Overland Park, KS
- Participants
- 1,717
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,924,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,924,013
- Employer contributions
- $1,589,652
- Participant contributions
- $5,234,969
- Total income / additions
- $12,178,871
- Benefits paid
- $2,941,968
- Administrative expenses
- $255,322
- Total expenses
- $3,302,345
- Net increase / (decrease)
- $8,876,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Slavic Integrated Administration | TPA | $205,551 | not reported in the loaded dataset |
| Mariner Retirement Advisors, LLC | INVESTMENT MANAGEMENT | $49,771 | not reported in the loaded dataset |