Plan5500

Lever1 Retirement Savings Plan — Form 5500 plan (Lever1)

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, Lever1 Retirement Savings Plan is a benefit plan reported by Lever1 under EIN 45-4152888 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,717 participants and $36,924,013 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lever1
EIN
45-4152888
Plan number
333
Plan type
3
Location
Overland Park, KS
Latest filing year
2023
Participants
1,717
End-of-year plan assets
$36,924,013

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,717H, C20241015142909NAL0016627075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,924,013
Total liabilities (EOY)
$0
Net assets (EOY)
$36,924,013
Net assets (BOY)
$22,560,924

Income & contributions

Employer contributions
$1,589,652
Participant contributions
$5,234,969
Total contributions
$7,110,610
Total income / additions
$12,178,871

Expenses & distributions

Benefits paid
$2,941,968
Administrative expenses
$255,322
Total expenses
$3,302,345
Net increase / (decrease)
$8,876,526

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Slavic Integrated AdministrationTPA$205,551not reported in the loaded dataset2023
Mariner Retirement Advisors, LLCINVESTMENT MANAGEMENT$49,771not reported in the loaded dataset2023

Related Form 5500 pages