Levy School Bus Co. 401(K) Profit Sharing Plan — Form 5500 plan (Levy School Bus Co.)
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, Levy School Bus Co. 401(K) Profit Sharing Plan is a benefit plan reported by Levy School Bus Co. under EIN 23-1608607 and plan number 002. The latest loaded filing year is 2023. The filing reports 233 participants and $3,489,443 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Levy School Bus Co.
- EIN
- 23-1608607
- Plan number
- 002
- Plan type
- 2
- Location
- Trumbauersville, PA
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $3,489,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241010132245NAL0021036113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,489,443
- Total liabilities (EOY)
- $5,743
- Net assets (EOY)
- $3,483,700
- Net assets (BOY)
- $2,983,188
Income & contributions
- Employer contributions
- $72,949
- Participant contributions
- $261,492
- Total contributions
- $334,441
- Total income / additions
- $845,774
Expenses & distributions
- Benefits paid
- $341,488
- Administrative expenses
- $3,774
- Total expenses
- $345,262
- Net increase / (decrease)
- $500,512
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Research And Management Co. | RECORDKEEPTER | $1,675 | $0 | 2023 |