2023 Form 5500 filing — Lenovo Savings 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 20240930162047NAL0010554416001) for Lenovo Savings Plan, reported by Lenovo (United States) Inc. under EIN 52-2449153 and plan number 002. It reports 9,868 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240930162047NAL0010554416001
Filing year
2023
Form type
2
Plan sponsor
Lenovo (United States) Inc.
EIN
52-2449153
Plan number
002
Location
Morrisville, NC
Participants
9,868
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,344,997,747
Total liabilities (EOY)
$413,719
Net assets (EOY)
$2,344,584,028
Employer contributions
$49,741,314
Participant contributions
$84,821,611
Total income / additions
$495,568,976
Benefits paid
$175,226,134
Administrative expenses
$889,866
Total expenses
$176,161,677
Net increase / (decrease)
$319,407,299
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Edelman Financial EnginesADVISOR$532,759not reported in the loaded dataset
Fidelity InvestmentsRECORDKEEPER$75,304$0

Related Form 5500 pages