2023 Form 5500 filing — Lvl Engineering Group, Inc. Health And Wellness Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240621174618NAL0001963187001) for Lvl Engineering Group, Inc. Health And Wellness Plan, reported by Lvl Engineering Group, Inc. under EIN 23-1604145 and plan number 501. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$19.2KReported net assets-$19,182

Participants16

Provider compensation$16.9K6 Schedule C row(s)$16,879

Schedules filedSchedule I, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240621174618NAL0001963187001
Plan sponsor: Lvl Engineering Group, Inc.
EIN: 23-1604145
Plan number: 501
Location: Allentown, PA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.8K total assets

Net assets-$19.2KLiabilities$20.9K

Money in vs. money out

Total income / additions$152.9K

Total expenses$174.6K

Benefits paid / distributions$100.3K

Contributions

Employer$137.2K

Participant$15.5K

Full reported line items

Total assets (EOY): $1,757
Total liabilities (EOY): $20,939
Net assets (EOY): -$19,182
Employer contributions: $137,237
Participant contributions: $15,484
Total income / additions: $152,900
Benefits paid: $100,333
Administrative expenses: $2,266
Total expenses: $174,619
Net increase / (decrease): -$21,719

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Bsi Corporate Benefits, LLC$8K
BROKER · Direct $8K
2
The Benecon Group$3.7K
BROKER · Direct $3.7K
3
Meritain Health, An Aetna Company$2.3K
ADMIN · Direct $2.3K
4
Hy Holdings Inc$1.5K
ADMIN · Direct $1.5K
5
Connectcare3$777
PATIENT ADVOCATE · Direct $777
6
Innovu$629
BROKER · Direct $629

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240621174618NAL0001963187001 cover?: It is the 2023 Form 5500 filing for Lvl Engineering Group, Inc. Health And Wellness Plan, reported by Lvl Engineering Group, Inc. (EIN 23-1604145).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).