Levlad, LLC Profit Sharing Plan — Form 5500 plan (Levlad, 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, Levlad, LLC Profit Sharing Plan is a benefit plan reported by Levlad, LLC under EIN 95-2973496 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $5,855,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Levlad, LLC
- EIN
- 95-2973496
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $5,855,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20251014180758NAL0007094146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,855,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,855,604
- Net assets (BOY)
- $5,475,856
Income & contributions
- Employer contributions
- $74,155
- Participant contributions
- $178,408
- Total contributions
- $319,254
- Total income / additions
- $1,050,937
Expenses & distributions
- Benefits paid
- $643,941
- Administrative expenses
- $27,248
- Total expenses
- $671,189
- Net increase / (decrease)
- $379,748
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wright Ford Young & Co | AUDITOR | $12,668 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,710 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $4,080 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Services I | INVESTMENT ADVISOR | $1,368 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $422 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Levlad, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Wright Ford Young & Co — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Towers Watson Investment Services I — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation