Jerome Levy Forecasting Center, LLC 401(K) Plan — Form 5500 plan (Jerome Levy Forecasting Center, LLC)
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, Jerome Levy Forecasting Center, LLC 401(K) Plan is a benefit plan reported by Jerome Levy Forecasting Center, LLC under EIN 13-4183119 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $1,187,735 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.2MPlan net assets, end of year$1,187,735
Participants8Covered participants reported
Assets / participant$148.5KComputed: assets ÷ participants$148,467 (computed)
Provider compensationNone reported
- Plan sponsor
- Jerome Levy Forecasting Center, LLC
- EIN
- 13-4183119
- Plan number
- 001
- Plan type
- 2
- Location
- Mt. Kisco, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240606161520NAL0022514625001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,187,735
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,187,735
- Net assets (BOY)
- $1,062,136
Income & contributions
- Employer contributions
- $17,518
- Participant contributions
- $33,474
- Total income / additions
- $137,054
Expenses & distributions
- Benefits paid
- $2,838
- Administrative expenses
- $8,617
- Total expenses
- $11,455
- Net increase / (decrease)
- $125,599
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.