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, Edw. C. Levy Co. Capital Accumulation Plan is a benefit plan reported by Edw. C. Levy Co. under EIN 38-1253012 and plan number 335. The latest loaded filing year is 2023. The filing reports 1,483 participants and $125,084,267 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,084,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,084,267
- Net assets (BOY)
- $102,660,993
Income & contributions
- Employer contributions
- $5,395,949
- Participant contributions
- $8,953,267
- Total contributions
- $14,753,044
- Total income / additions
- $33,810,943
Expenses & distributions
- Benefits paid
- $11,271,719
- Administrative expenses
- $148,379
- Total expenses
- $11,434,531
- Net increase / (decrease)
- $22,376,412