2023 Form 5500 filing — The Levy Company 401(K) 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 20250715160414NAL0001452227001) for The Levy Company 401(K) Plan, reported by The Levy Company, Inc. under EIN 74-2942371 and plan number 001. It reports 215 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)$6.5MReported net assets$6,470,899
Participants215
Provider compensation$36.6K2 Schedule C row(s)$36,607
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250715160414NAL0001452227001
- Plan sponsor
- The Levy Company, Inc.
- EIN
- 74-2942371
- Plan number
- 001
- 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)$6.5M total assets
Net assets$6.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,470,899
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,470,899
- Participant contributions
- $611,492
- Total income / additions
- $1,915,835
- Benefits paid
- $587,173
- Administrative expenses
- $29,039
- Total expenses
- $626,519
- Net increase / (decrease)
- $1,289,316
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets Corp. | ADVISOR | $25,482 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $11,125 | $0 |