2023 Form 5500 filing — Edward C. Levy Master Trust
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 20241015105733NAL0014441715001) for Edward C. Levy Master Trust, reported by Edw. C. Levy under EIN 38-1253012 and plan number 002. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105733NAL0014441715001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Edw. C. Levy
- EIN
- 38-1253012
- Plan number
- 002
- Location
- Dearborn, MI
- Participants
- 0
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $145,729,474
- Total liabilities (EOY)
- $121,399
- Net assets (EOY)
- $145,608,075
- Total income / additions
- $13,237,329
- Benefits paid
- $0
- Administrative expenses
- $1,333,713
- Total expenses
- $1,333,713
- Net increase / (decrease)
- $11,903,616
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sage | NONE | $241,794 | not reported in the loaded dataset |
| Fid Mgmt Trust Co | NONE | $149,492 | not reported in the loaded dataset |
| Dimeo Schneider & Associates LLC | CONSULTING | $56,250 | not reported in the loaded dataset |