2023 Form 5500 filing — Level Ex, Inc. 401k 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 20240916180238NAL0002540288001) for Level Ex, Inc. 401k Plan, reported by Level Ex, Inc. under EIN 47-5140862 and plan number 001. It reports 184 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.1MReported net assets$6,068,318
Participants184
Provider compensation$39.5K2 Schedule C row(s)$39,502
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240916180238NAL0002540288001
Plan sponsor
Level Ex, Inc.
EIN
47-5140862
Plan number
001
Location
Westchester, IL
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$866.5K
Benefits paid / distributions$833.1K
Contributions
Employer$473.1K
Participant$1.2M
Full reported line items
Total assets (EOY)
$6,068,318
Total liabilities (EOY)
$0
Net assets (EOY)
$6,068,318
Employer contributions
$473,067
Participant contributions
$1,240,031
Total income / additions
$2,672,464
Benefits paid
$833,134
Administrative expenses
$27,890
Total expenses
$866,545
Net increase / (decrease)
$1,805,919
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $27.9K
  2. 2
    SERVICE PROVIDER · Direct $0 · Indirect $11.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240916180238NAL0002540288001 cover?
It is the 2023 Form 5500 filing for Level Ex, Inc. 401k Plan, reported by Level Ex, Inc. (EIN 47-5140862).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages