Employee Savings And Investment Plan Of Levi Strauss & Co. — Form 5500 plan (Levi Strauss & 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, Employee Savings And Investment Plan Of Levi Strauss & Co. is a benefit plan reported by Levi Strauss & Co. under EIN 94-0905160 and plan number 022. The latest loaded filing year is 2023. The filing reports 8,091 participants and $939,412,833 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Levi Strauss & Co.
EIN
94-0905160
Plan number
022
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
8,091
End-of-year plan assets
$939,412,833

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,091H, C20241011124032NAL0036926912004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$939,412,833
Net assets (EOY)
$939,412,833
Net assets (BOY)
$787,610,967

Income & contributions

Employer contributions
$23,942,170
Participant contributions
$30,345,813
Total contributions
$57,736,259
Total income / additions
$214,420,693

Expenses & distributions

Benefits paid
$61,978,743
Administrative expenses
$570,146
Total expenses
$62,628,949
Net increase / (decrease)
$151,791,744

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors Inc.N/A$232,278not reported in the loaded dataset2023
Fidelity Investments Inst OpsN/A$167,288$02023

Related Form 5500 pages