Plan5500

Schultz-Levin 401k Plan — Form 5500 plan (Levin Furniture, LLC)

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, Schultz-Levin 401k Plan is a benefit plan reported by Levin Furniture, LLC under EIN 84-5051605 and plan number 001. The latest loaded filing year is 2023. The filing reports 952 participants and $14,760,646 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Levin Furniture, LLC
EIN
84-5051605
Plan number
001
Plan type
2
Location
Smithton, PA
Latest filing year
2023
Participants
952
End-of-year plan assets
$14,760,646

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023952H, C20241014095315NAL0044056928004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,760,646
Net assets (EOY)
$14,760,646
Net assets (BOY)
$11,144,492

Income & contributions

Employer contributions
$1,105,048
Participant contributions
$2,210,009
Total contributions
$3,360,329
Total income / additions
$5,384,778

Expenses & distributions

Benefits paid
$1,720,802
Administrative expenses
$43,012
Total expenses
$1,768,624
Net increase / (decrease)
$3,616,154

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schneider Downs Wealth Mgmt Adv.INVESTMENT ADVISOR$20,820not reported in the loaded dataset2023
Empower Annuity Insurance CoRECORDKEEPER$20,817not reported in the loaded dataset2023

Related Form 5500 pages