Edw. C. Levy Co. 401(K) Plan For Bargaining Unit Employees — Form 5500 plan (Edw. C. Levy 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, Edw. C. Levy Co. 401(K) Plan For Bargaining Unit Employees is a benefit plan reported by Edw. C. Levy Co. under EIN 38-1253012 and plan number 336. The latest loaded filing year is 2023. The filing reports 437 participants and $28,540,120 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Edw. C. Levy Co.
- EIN
- 38-1253012
- Plan number
- 336
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- 437
- End-of-year plan assets
- $28,540,120
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 437 | H, C | 20241015113100NAL0047585792001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,540,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,540,120
- Net assets (BOY)
- $24,632,515
Income & contributions
- Employer contributions
- $916,207
- Participant contributions
- $1,538,264
- Total contributions
- $2,488,321
- Total income / additions
- $7,289,642
Expenses & distributions
- Benefits paid
- $3,301,813
- Administrative expenses
- $31,531
- Total expenses
- $3,335,175
- Net increase / (decrease)
- $3,954,467
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,722 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,809 | not reported in the loaded dataset | 2023 |