Levingston 401k Plan — Form 5500 plan (Levingston Group, 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, Levingston 401k Plan is a benefit plan reported by Levingston Group, LLC under EIN 27-1305053 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $38,349,555 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Levingston Group, LLC
EIN
27-1305053
Plan number
001
Plan type
2
Location
Lake Charles, LA
Latest filing year
2023
Participants
427
End-of-year plan assets
$38,349,555

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023427H, C20240903082612NAL0010453459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,349,555
Total liabilities (EOY)
$0
Net assets (EOY)
$38,349,555
Net assets (BOY)
$30,988,487

Income & contributions

Employer contributions
$255,000
Participant contributions
$2,842,856
Total contributions
$3,127,725
Total income / additions
$10,512,872

Expenses & distributions

Benefits paid
$3,148,610
Administrative expenses
$3,194
Total expenses
$3,151,804
Net increase / (decrease)
$7,361,068

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$11,644not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$8,450$02023

Related Form 5500 pages