2023 Form 5500 filing — The Levy Company Wrap 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 20240703111608NAL0004288643001) for The Levy Company Wrap Plan, reported by The Levy Company under EIN 74-2942371 and plan number 501. It reports 159 participants. Attached schedule details are not reported in the loaded dataset.

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants159
Provider compensationNone reported
Schedules filedNoneLoaded schedules
EFAST2 acknowledgement
20240703111608NAL0004288643001
Plan sponsor
The Levy Company
EIN
74-2942371
Plan number
501
Location
Selma, TX
Received date
not reported in the loaded dataset
2023

Reported financial snapshot

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

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Related Form 5500 pages