2023 Form 5500 filing — The Levy Company, Inc. Employee Stock Ownership 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 20250715072814NAL0001830881001) for The Levy Company, Inc. Employee Stock Ownership Plan, reported by The Levy Company, Inc. under EIN 74-2942371 and plan number 002. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.6MReported net assets$4,581,311
Participants224
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20250715072814NAL0001830881001
- Plan sponsor
- The Levy Company, Inc.
- EIN
- 74-2942371
- Plan number
- 002
- Location
- Selma, TX
- 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)$14.9M total assets
Net assets$4.6MLiabilities$10.3M
Full reported line items
- Total assets (EOY)
- $14,921,708
- Total liabilities (EOY)
- $10,340,397
- Net assets (EOY)
- $4,581,311
- Employer contributions
- $771,534
- Total income / additions
- $2,951,534
- Benefits paid
- $104,261
- Administrative expenses
- $30
- Total expenses
- $381,922
- Net increase / (decrease)
- $2,569,612