Edw. C. Levy Co. Capital Accumulation Plan — Form 5500 plan (Edw. C. Levy Co.)
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, Edw. C. Levy Co. Capital Accumulation Plan is a benefit plan reported by Edw. C. Levy Co. under EIN 38-1253012 and plan number 335. The latest loaded filing year is 2023. The filing reports 1,483 participants and $125,084,267 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$125.1MPlan net assets, end of year$125,084,267
Participants1.5KCovered participants reported1,483
Assets / participant$84.3KComputed: assets ÷ participants$84,345 (computed)
Provider compensation$148.4K2 Schedule C provider row(s)$148,379
- Plan sponsor
- Edw. C. Levy Co.
- EIN
- 38-1253012
- Plan number
- 335
- Plan type
- 2
- Location
- Dearborn, MI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,483 | H, C | 20241015112854NAL0014488963001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$125.1M total assets
Net assets$125.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $125,084,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,084,267
- Net assets (BOY)
- $102,660,993
Income & contributions
- Employer contributions
- $5,395,949
- Participant contributions
- $8,953,267
- Total contributions
- $14,753,044
- Total income / additions
- $33,810,943
Expenses & distributions
- Benefits paid
- $11,271,719
- Administrative expenses
- $148,379
- Total expenses
- $11,434,531
- Net increase / (decrease)
- $22,376,412
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $128,496 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $19,883 | not reported in the loaded dataset | 2023 |