2023 Form 5500 filing — Schultz-Levin 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 20241014095315NAL0044056928004) for Schultz-Levin 401k Plan, reported by Levin Furniture, LLC under EIN 84-5051605 and plan number 001. It reports 952 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095315NAL0044056928004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Levin Furniture, LLC
- EIN
- 84-5051605
- Plan number
- 001
- Location
- Smithton, PA
- Participants
- 952
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,760,646
- Net assets (EOY)
- $14,760,646
- Employer contributions
- $1,105,048
- Participant contributions
- $2,210,009
- Total income / additions
- $5,384,778
- Benefits paid
- $1,720,802
- Administrative expenses
- $43,012
- Total expenses
- $1,768,624
- Net increase / (decrease)
- $3,616,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schneider Downs Wealth Mgmt Adv. | INVESTMENT ADVISOR | $20,820 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $20,817 | not reported in the loaded dataset |