Plain-English plan 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, Levi Ray & Shoup 401k Matching Contribution Plan is a benefit plan reported by Levi, Ray & Shoup, Inc. under EIN 37-1073724 and plan number 001. The latest loaded filing year is 2023. The filing reports 636 participants and $148,791,113 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $148,791,113
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,791,113
- Net assets (BOY)
- $127,495,297
Income & contributions
- Employer contributions
- $2,621,250
- Participant contributions
- $4,929,290
- Total contributions
- $7,849,674
- Total income / additions
- $29,185,388
Expenses & distributions
- Benefits paid
- $7,826,500
- Administrative expenses
- $63,072
- Total expenses
- $7,889,572
- Net increase / (decrease)
- $21,295,816