Edward C. Levy Master Trust — Form 5500 plan (Edw. C. Levy)
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, Edward C. Levy Master Trust is a benefit plan reported by Edw. C. Levy under EIN 38-1253012 and plan number 002. The latest loaded filing year is 2023. The filing reports 0 participants and $145,729,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edw. C. Levy
- EIN
- 38-1253012
- Plan number
- 002
- Plan type
- 4
- Location
- Dearborn, MI
- Latest filing year
- 2023
- Participants
- 0
- End-of-year plan assets
- $145,729,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 0 | H, C | 20241015105733NAL0014441715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $145,729,474
- Total liabilities (EOY)
- $121,399
- Net assets (EOY)
- $145,608,075
- Net assets (BOY)
- $135,471,407
Income & contributions
- Total contributions
- $0
- Total income / additions
- $13,237,329
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,333,713
- Total expenses
- $1,333,713
- Net increase / (decrease)
- $11,903,616
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sage | NONE | $241,794 | not reported in the loaded dataset | 2023 |
| Fid Mgmt Trust Co | NONE | $149,492 | not reported in the loaded dataset | 2023 |
| Dimeo Schneider & Associates LLC | CONSULTING | $56,250 | not reported in the loaded dataset | 2023 |