2023 Form 5500 filing — Levi Strauss & Co. Employee Long-Term Investment 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 20241011165827NAL0023283905005) for Levi Strauss & Co. Employee Long-Term Investment Savings Plan, reported by Levi Strauss & Co. under EIN 94-0905160 and plan number 026. It reports 1,261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011165827NAL0023283905005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Levi Strauss & Co.
- EIN
- 94-0905160
- Plan number
- 026
- Location
- San Francisco, CA
- Participants
- 1,261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,715,462
- Net assets (EOY)
- $41,715,462
- Employer contributions
- $822,322
- Participant contributions
- $1,818,122
- Total income / additions
- $8,347,084
- Benefits paid
- $3,827,098
- Administrative expenses
- $29,585
- Total expenses
- $3,856,683
- Net increase / (decrease)
- $4,490,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Inst Ops | N/A | $13,465 | $0 |
| Strategic Advisors | N/A | $11,835 | not reported in the loaded dataset |