2023 Form 5500 filing — Edw. C. Levy Co. Capital Accumulation 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 20241015112854NAL0014488963001) for Edw. C. Levy Co. Capital Accumulation Plan, reported by Edw. C. Levy Co. under EIN 38-1253012 and plan number 335. It reports 1,483 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)$125.1MReported net assets$125,084,267
Participants1.5K1,483
Provider compensation$148.4K2 Schedule C row(s)$148,379
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015112854NAL0014488963001
- Plan sponsor
- Edw. C. Levy Co.
- EIN
- 38-1253012
- Plan number
- 335
- Location
- Dearborn, MI
- Received date
- not reported in the loaded dataset
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)$125.1M total assets
Net assets$125.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $125,084,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,084,267
- Employer contributions
- $5,395,949
- Participant contributions
- $8,953,267
- Total income / additions
- $33,810,943
- Benefits paid
- $11,271,719
- Administrative expenses
- $148,379
- Total expenses
- $11,434,531
- Net increase / (decrease)
- $22,376,412
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $128,496 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $19,883 | not reported in the loaded dataset |