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, The Levy Company 401(K) Plan is a benefit plan reported by The Levy Company, Inc. under EIN 74-2942371 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $6,470,899 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,470,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,470,899
- Net assets (BOY)
- $5,181,583
Income & contributions
- Participant contributions
- $611,492
- Total contributions
- $611,492
- Total income / additions
- $1,915,835
Expenses & distributions
- Benefits paid
- $587,173
- Administrative expenses
- $29,039
- Total expenses
- $626,519
- Net increase / (decrease)
- $1,289,316