Levi Strauss & Co. Employee Long-Term Investment Savings Plan — 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, Levi Strauss & Co. Employee Long-Term Investment Savings Plan is a benefit plan reported by Levi Strauss & Co. under EIN 94-0905160 and plan number 026. The latest loaded filing year is 2023. The filing reports 1,261 participants and $41,715,462 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
026
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
1,261
End-of-year plan assets
$41,715,462

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,261H, C20241011165827NAL0023283905005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,715,462
Net assets (EOY)
$41,715,462
Net assets (BOY)
$37,225,061

Income & contributions

Employer contributions
$822,322
Participant contributions
$1,818,122
Total contributions
$2,700,289
Total income / additions
$8,347,084

Expenses & distributions

Benefits paid
$3,827,098
Administrative expenses
$29,585
Total expenses
$3,856,683
Net increase / (decrease)
$4,490,401

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments Inst OpsN/A$13,465$02023
Strategic AdvisorsN/A$11,835not reported in the loaded dataset2023

Related Form 5500 pages