Lenovo Savings Plan — Form 5500 plan (Lenovo (United States) Inc.)

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, Lenovo Savings Plan is a benefit plan reported by Lenovo (United States) Inc. under EIN 52-2449153 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,868 participants and $2,344,997,747 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lenovo (United States) Inc.
EIN
52-2449153
Plan number
002
Plan type
2
Location
Morrisville, NC
Latest filing year
2023
Participants
9,868
End-of-year plan assets
$2,344,997,747

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,868H, C20240930162047NAL0010554416001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,344,997,747
Total liabilities (EOY)
$413,719
Net assets (EOY)
$2,344,584,028
Net assets (BOY)
$2,025,176,729

Income & contributions

Employer contributions
$49,741,314
Participant contributions
$84,821,611
Total contributions
$147,726,673
Total income / additions
$495,568,976

Expenses & distributions

Benefits paid
$175,226,134
Administrative expenses
$889,866
Total expenses
$176,161,677
Net increase / (decrease)
$319,407,299

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edelman Financial EnginesADVISOR$532,759not reported in the loaded dataset2023
Fidelity InvestmentsRECORDKEEPER$75,304$02023

Related Form 5500 pages