Level Access, Inc. 401(K) Plan — Form 5500 plan (Level Access, Inc.)

Plain-English plan 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, Level Access, Inc. 401(K) Plan is a benefit plan reported by Level Access, Inc. under EIN 06-1565704 and plan number 001. The latest loaded filing year is 2023. The filing reports 343 participants and $19,619,013 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Level Access, Inc.
EIN
06-1565704
Plan number
001
Plan type
2
Location
Arlington, VA
Latest filing year
2023
Participants
343
End-of-year plan assets
$19,619,013

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023343H, C20241011135923NAL0021993569001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,619,013
Total liabilities (EOY)
$0
Net assets (EOY)
$19,619,013
Net assets (BOY)
$12,965,846

Income & contributions

Employer contributions
$944,789
Participant contributions
$2,896,146
Total contributions
$4,561,367
Total income / additions
$7,517,006

Expenses & distributions

Benefits paid
$1,159,665
Administrative expenses
$87,458
Total expenses
$1,247,123
Net increase / (decrease)
$6,269,883

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$51,185$02023
Securities America Advisor IncADVISOR$36,273not reported in the loaded dataset2023

Related Form 5500 pages