Plan5500

Levenfeld Pearlstein, 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, Levenfeld Pearlstein, LLC (EIN 36-4271298) is a plan sponsor located in Chicago, IL with 3 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
36-4271298
Location
Chicago, IL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Levenfeld Pearlstein, LLC

  • 3 loaded plans hold $43.6M in reported assets.
  • The largest, Levenfeld Pearlstein Member And Staff Retirement Plan, holds 83% of this company's reported plan assets.
  • Plans cover 487 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$43.6MSummed across loaded plans$43,576,963
Total reported assets$43.6M$43,576,963
Total reported participants487
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$43.6M total assets
Net assets$43.6MLiabilities$0
Contributions & income
Employer contributions$2.8M
Participant contributions$1.7M
Total income / additions$11.6M
Expenses & distributions
Benefits paid / distributions$8.1M
Total expenses$8.2M
Net increase / (decrease)$3.4M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets83%Levenfeld Pearlstein Member And Staff Retirement Plan
Participants per plan162Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Levenfeld Pearlstein Member And Staff Retirement Plan$36.1M
    Plan #001 · 145 participants · 2023
  2. 2
    Levenfeld Pearlstein, LLC Cash Balance Plan$7.4M
    Plan #003 · 142 participants · 2023
  3. 3
    Group Long Term Disability, Short Term Disability, Life And Ad&D Plannot reported in the loaded dataset
    Plan #501 · 200 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Levenfeld Pearlstein, LLC. Open one for its full reported snapshot.

  1. 2023
    Levenfeld Pearlstein, LLC Cash Balance Plan142 participants · 2Sch HSch C
    View filing →
  2. 2023
    Levenfeld Pearlstein Member And Staff Retirement Plan145 participants · 2Sch HSch C
    View filing →
  3. 2023
    Group Long Term Disability, Short Term Disability, Life And Ad&D Plan200 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Levenfeld Pearlstein, LLC report on Form 5500?
Levenfeld Pearlstein, LLC (EIN 36-4271298) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Levenfeld Pearlstein, LLC?
The Employer Identification Number (EIN) reported for Levenfeld Pearlstein, LLC is 36-4271298.
What is the latest Form 5500 filing year for Levenfeld Pearlstein, LLC?
The latest loaded Form 5500 filing year for Levenfeld Pearlstein, LLC is 2023.

Related Form 5500 pages