How many benefit plans does Levingston Group, LLC report on Form 5500?

Levingston Group, LLC (EIN 27-1305053) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Levingston Group, LLC?

The Employer Identification Number (EIN) reported for Levingston Group, LLC is 27-1305053.

What is the latest Form 5500 filing year for Levingston Group, LLC?

The latest loaded Form 5500 filing year for Levingston Group, LLC is 2023.

Levingston Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Levingston Group, LLC (EIN 27-1305053) is a plan sponsor located in Lake Charles, LA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 27-1305053
Location: Lake Charles, LA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $38,349,555
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $38,349,555

Contributions & income

Employer contributions: $255,000
Participant contributions: $2,842,856
Total income / additions: $10,512,872

Expenses & distributions

Benefits paid / distributions: $3,148,610
Total expenses: $3,151,804
Net increase / (decrease): $7,361,068

Coverage

Total reported participants: 671
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Levingston Group, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Levingston 401k Plan	001	427	$38,349,555	2023
Levingston Group, LLC Health And Welfare Plan	501	244	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Levingston Group, LLC
Year	Plan	Participants	Schedules	Filing
2023	Levingston Group, LLC Health And Welfare Plan	244	H	20240724140637NAL0013103617004
2023	Levingston 401k Plan	427	H, C	20240903082612NAL0010453459001