401k Plan data: THE LEVY COMPANY, LP 401K PLAN plan

THE LEVY COMPANY, LP 401K PLAN 401k Plan overview

Plan Name	THE LEVY COMPANY, LP 401K PLAN
Plan identification number	001

THE LEVY COMPANY, LP 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

THE LEVY COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE LEVY COMPANY, INC.

Employer identification number (EIN): 742942371

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LEVY COMPANY, LP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01
001 2021-10-01
001 2020-10-01
001 2019-10-01
001 2018-10-01
001 2018-10-01
001 2018-10-01
001 2018-01-01 HARRY H LEVY IV
001 2018-01-01
001 2017-01-01
001 2016-01-01 HARRY LEVY
001 2015-01-01 HARRY LEVY 2016-07-08
001 2014-01-01 HARRY LEVY 2015-10-13
001 2013-01-01 HARRY LEVY 2014-09-08
001 2012-01-01 HARRY H LEVY, IV 2013-06-26 HARRY H LEVY, IV 2013-06-26
001 2011-01-01 HARRY H LEVY 2012-07-31 HARRY H LEVY 2012-07-31
001 2010-01-01 HARRY H LEVY 2011-06-29 HARRY H LEVY 2011-06-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-10-01
001	2021-10-01
001	2020-10-01
001	2019-10-01
001	2018-10-01
001	2018-10-01
001	2018-10-01
001	2018-01-01	HARRY H LEVY IV
001	2018-01-01
001	2017-01-01
001	2016-01-01	HARRY LEVY
001	2015-01-01	HARRY LEVY	2016-07-08
001	2014-01-01	HARRY LEVY	2015-10-13
001	2013-01-01	HARRY LEVY	2014-09-08
001	2012-01-01	HARRY H LEVY, IV	2013-06-26	HARRY H LEVY, IV	2013-06-26
001	2011-01-01	HARRY H LEVY	2012-07-31	HARRY H LEVY	2012-07-31
001	2010-01-01	HARRY H LEVY	2011-06-29	HARRY H LEVY	2011-06-29

Plan Statistics for THE LEVY COMPANY, LP 401K PLAN

401k plan membership statisitcs for THE LEVY COMPANY, LP 401K PLAN

Measure Date Value
2022: THE LEVY COMPANY, LP 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 218
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 141
Number of retired or separated participants receiving benefits 2022-10-01 0
Number of other retired or separated participants entitled to future benefits 2022-10-01 66
Total of all active and inactive participants 2022-10-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 0
Total participants 2022-10-01 207
Number of participants with account balances 2022-10-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 0
2021: THE LEVY COMPANY, LP 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 203
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 140
Number of retired or separated participants receiving benefits 2021-10-01 5
Number of other retired or separated participants entitled to future benefits 2021-10-01 64
Total of all active and inactive participants 2021-10-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 2
Total participants 2021-10-01 211
Number of participants with account balances 2021-10-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: THE LEVY COMPANY, LP 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 184
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 151
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 47
Total of all active and inactive participants 2020-10-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 198
Number of participants with account balances 2020-10-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: THE LEVY COMPANY, LP 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 154
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 148
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 30
Total of all active and inactive participants 2019-10-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 178
Number of participants with account balances 2019-10-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: THE LEVY COMPANY, LP 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 179
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 127
Number of retired or separated participants receiving benefits 2018-10-01 1
Number of other retired or separated participants entitled to future benefits 2018-10-01 18
Total of all active and inactive participants 2018-10-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 146
Number of participants with account balances 2018-10-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
Total participants, beginning-of-year 2018-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 115
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 61
Total of all active and inactive participants 2018-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 176
Number of participants with account balances 2018-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE LEVY COMPANY, LP 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 109
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 46
Total of all active and inactive participants 2017-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 155
Number of participants with account balances 2017-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE LEVY COMPANY, LP 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 97
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 28
Total of all active and inactive participants 2016-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 125
Number of participants with account balances 2016-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: THE LEVY COMPANY, LP 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	218
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	141
Number of retired or separated participants receiving benefits	2022-10-01	0
Number of other retired or separated participants entitled to future benefits	2022-10-01	66
Total of all active and inactive participants	2022-10-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	0
Total participants	2022-10-01	207
Number of participants with account balances	2022-10-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	0
2021: THE LEVY COMPANY, LP 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	203
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	140
Number of retired or separated participants receiving benefits	2021-10-01	5
Number of other retired or separated participants entitled to future benefits	2021-10-01	64
Total of all active and inactive participants	2021-10-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	2
Total participants	2021-10-01	211
Number of participants with account balances	2021-10-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: THE LEVY COMPANY, LP 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	184
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	151
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	47
Total of all active and inactive participants	2020-10-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	198
Number of participants with account balances	2020-10-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: THE LEVY COMPANY, LP 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	154
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	148
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	30
Total of all active and inactive participants	2019-10-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	178
Number of participants with account balances	2019-10-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: THE LEVY COMPANY, LP 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	179
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	127
Number of retired or separated participants receiving benefits	2018-10-01	1
Number of other retired or separated participants entitled to future benefits	2018-10-01	18
Total of all active and inactive participants	2018-10-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	146
Number of participants with account balances	2018-10-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
Total participants, beginning-of-year	2018-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	115
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	61
Total of all active and inactive participants	2018-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	176
Number of participants with account balances	2018-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE LEVY COMPANY, LP 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	109
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	46
Total of all active and inactive participants	2017-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	155
Number of participants with account balances	2017-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE LEVY COMPANY, LP 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	97
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	28
Total of all active and inactive participants	2016-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	125
Number of participants with account balances	2016-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on THE LEVY COMPANY, LP 401K PLAN

Measure	Date	Value
2023 : THE LEVY COMPANY, LP 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-09-30	$0
Total income from all sources (including contributions)	2023-09-30	$1,205,158
Total loss/gain on sale of assets	2023-09-30	$0
Total of all expenses incurred	2023-09-30	$268,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-09-30	$233,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-09-30	$586,702
Value of total assets at end of year	2023-09-30	$5,181,583
Value of total assets at beginning of year	2023-09-30	$4,245,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-09-30	$35,715
Total interest from all sources	2023-09-30	$13,309
Total dividends received (eg from common stock, registered investment company shares)	2023-09-30	$159,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-09-30	$159,716
Was this plan covered by a fidelity bond	2023-09-30	Yes
Value of fidelity bond cover	2023-09-30	$518,096
If this is an individual account plan, was there a blackout period	2023-09-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-09-30	No
Contributions received from participants	2023-09-30	$580,893
Participant contributions at end of year	2023-09-30	$290,917
Participant contributions at beginning of year	2023-09-30	$156,714
Assets. Other investments not covered elsewhere at end of year	2023-09-30	$2
Income. Received or receivable in cash from other sources (including rollovers)	2023-09-30	$5,809
Other income not declared elsewhere	2023-09-30	$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-09-30	No
Value of net income/loss	2023-09-30	$936,213
Value of net assets at end of year (total assets less liabilities)	2023-09-30	$5,181,583
Value of net assets at beginning of year (total assets less liabilities)	2023-09-30	$4,245,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-09-30	No
Were any leases to which the plan was party in default or uncollectible	2023-09-30	No
Investment advisory and management fees	2023-09-30	$13,745
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-09-30	$4,884,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-09-30	$4,084,524
Interest on participant loans	2023-09-30	$13,089
Income. Interest from loans (other than to participants)	2023-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-09-30	$5,925
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-09-30	$4,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-09-30	$4,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-09-30	$220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-09-30	$445,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-09-30	No
Was there a failure to transmit to the plan any participant contributions	2023-09-30	No
Has the plan failed to provide any benefit when due under the plan	2023-09-30	No
Employer contributions (assets) at end of year	2023-09-30	$620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-09-30	$233,230
Contract administrator fees	2023-09-30	$21,970
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-09-30	Yes
Did the plan have assets held for investment	2023-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-09-30	No
Opinion of an independent qualified public accountant for this plan	2023-09-30	Unqualified
Accountancy firm name	2023-09-30	ADKF PC
Accountancy firm EIN	2023-09-30	742606559
2022 : THE LEVY COMPANY, LP 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total income from all sources (including contributions)	2022-09-30	$-377,545
Total loss/gain on sale of assets	2022-09-30	$0
Total of all expenses incurred	2022-09-30	$459,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$427,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$533,829
Value of total assets at end of year	2022-09-30	$4,245,370
Value of total assets at beginning of year	2022-09-30	$5,082,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$31,178
Total interest from all sources	2022-09-30	$11,108
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$360,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$360,693
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$500,000
If this is an individual account plan, was there a blackout period	2022-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$480,550
Participant contributions at end of year	2022-09-30	$156,714
Participant contributions at beginning of year	2022-09-30	$231,907
Participant contributions at end of year	2022-09-30	$0
Participant contributions at beginning of year	2022-09-30	$8,507
Income. Received or receivable in cash from other sources (including rollovers)	2022-09-30	$53,279
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Value of net income/loss	2022-09-30	$-836,675
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$4,245,370
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$5,082,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Investment advisory and management fees	2022-09-30	$23,065
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$4,084,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$4,810,788
Interest on participant loans	2022-09-30	$11,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-09-30	$4,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-09-30	$30,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-09-30	$30,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-1,283,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	No
Was there a failure to transmit to the plan any participant contributions	2022-09-30	No
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$427,952
Contract administrator fees	2022-09-30	$8,113
Did the plan have assets held for investment	2022-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	ADKF, P.C.
Accountancy firm EIN	2022-09-30	742606559
2021 : THE LEVY COMPANY, LP 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$1,291,392
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$550,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$521,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$480,395
Value of total assets at end of year	2021-09-30	$5,082,045
Value of total assets at beginning of year	2021-09-30	$4,341,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$29,154
Total interest from all sources	2021-09-30	$11,878
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$127,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$127,312
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$435,000
If this is an individual account plan, was there a blackout period	2021-09-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$480,395
Participant contributions at end of year	2021-09-30	$231,907
Participant contributions at beginning of year	2021-09-30	$207,879
Participant contributions at end of year	2021-09-30	$8,507
Participant contributions at beginning of year	2021-09-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$740,831
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$5,082,045
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$4,341,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Investment advisory and management fees	2021-09-30	$22,106
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$4,810,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$4,097,719
Interest on participant loans	2021-09-30	$11,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-09-30	$30,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-09-30	$35,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-09-30	$35,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$671,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	No
Was there a failure to transmit to the plan any participant contributions	2021-09-30	No
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$521,407
Contract administrator fees	2021-09-30	$7,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-09-30	Yes
Did the plan have assets held for investment	2021-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Unqualified
Accountancy firm name	2021-09-30	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2021-09-30	030327374
2020 : THE LEVY COMPANY, LP 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total income from all sources (including contributions)	2020-09-30	$728,007
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$412,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$375,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$433,294
Value of total assets at end of year	2020-09-30	$4,341,214
Value of total assets at beginning of year	2020-09-30	$4,026,147
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$37,028
Total interest from all sources	2020-09-30	$15,137
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$113,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$113,271
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$402,615
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Contributions received from participants	2020-09-30	$422,908
Participant contributions at end of year	2020-09-30	$207,879
Participant contributions at beginning of year	2020-09-30	$298,673
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$10,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$315,067
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$4,341,214
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$4,026,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Investment advisory and management fees	2020-09-30	$18,268
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$4,097,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$3,683,963
Interest on participant loans	2020-09-30	$15,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-09-30	$35,616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-09-30	$43,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-09-30	$43,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$166,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	No
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$375,912
Contract administrator fees	2020-09-30	$18,760
Did the plan have assets held for investment	2020-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	RSM US LLP
Accountancy firm EIN	2020-09-30	420714325
2019 : THE LEVY COMPANY, LP 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total income from all sources (including contributions)	2019-09-30	$545,089
Total loss/gain on sale of assets	2019-09-30	$0
Total of all expenses incurred	2019-09-30	$238,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$176,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$361,342
Value of total assets at end of year	2019-09-30	$4,026,147
Value of total assets at beginning of year	2019-09-30	$3,719,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$61,399
Total interest from all sources	2019-09-30	$17,267
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$140,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-09-30	$140,599
Administrative expenses professional fees incurred	2019-09-30	$1,337
Was this plan covered by a fidelity bond	2019-09-30	Yes
Value of fidelity bond cover	2019-09-30	$372,000
If this is an individual account plan, was there a blackout period	2019-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Contributions received from participants	2019-09-30	$361,342
Participant contributions at end of year	2019-09-30	$298,673
Participant contributions at beginning of year	2019-09-30	$278,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Value of net income/loss	2019-09-30	$306,822
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$4,026,147
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$3,719,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Investment advisory and management fees	2019-09-30	$17,055
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$3,683,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$3,403,732
Interest on participant loans	2019-09-30	$17,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-09-30	$43,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-09-30	$36,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-09-30	$36,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-30	$25,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	No
Was there a failure to transmit to the plan any participant contributions	2019-09-30	No
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$176,868
Contract administrator fees	2019-09-30	$43,007
Did the plan have assets held for investment	2019-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-30	Disclaimer
Accountancy firm name	2019-09-30	RSM US LLP
Accountancy firm EIN	2019-09-30	420714325
2018 : THE LEVY COMPANY, LP 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total income from all sources (including contributions)	2018-09-30	$304,661
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$109,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$101,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$229,035
Value of total assets at end of year	2018-09-30	$3,719,325
Value of total assets at beginning of year	2018-09-30	$3,524,268
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$8,348
Total interest from all sources	2018-09-30	$9,292
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$8,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-09-30	$8,210
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$372,000
If this is an individual account plan, was there a blackout period	2018-09-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Contributions received from participants	2018-09-30	$229,035
Participant contributions at end of year	2018-09-30	$278,716
Participant contributions at beginning of year	2018-09-30	$272,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$195,057
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$3,719,325
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$3,524,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$3,403,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$0
Value of interest in pooled separate accounts at end of year	2018-09-30	$0
Value of interest in pooled separate accounts at beginning of year	2018-09-30	$3,219,362
Interest on participant loans	2018-09-30	$9,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-09-30	$36,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-09-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-09-30	$32,879
Net investment gain/loss from pooled separate accounts	2018-09-30	$58,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	No
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$101,256
Contract administrator fees	2018-09-30	$8,348
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-09-30	Yes
Did the plan have assets held for investment	2018-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	RSM US LLP
Accountancy firm EIN	2018-09-30	420714325
2017 : THE LEVY COMPANY, LP 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$858,559
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$76,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$64,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$483,881
Value of total assets at end of year	2017-12-31	$3,524,268
Value of total assets at beginning of year	2017-12-31	$2,741,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,415
Total interest from all sources	2017-12-31	$10,786
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$248,749
Participant contributions at end of year	2017-12-31	$272,027
Participant contributions at beginning of year	2017-12-31	$237,519
Administrative expenses (other) incurred	2017-12-31	$11,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$782,527
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,524,268
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,741,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,219,362
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,483,172
Interest on participant loans	2017-12-31	$10,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$32,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$21,050
Net investment gain/loss from pooled separate accounts	2017-12-31	$363,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$235,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$64,617
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BEERS, HAMERMAN, COHEN & BURGER, PC
Accountancy firm EIN	2017-12-31	472517893
2016 : THE LEVY COMPANY, LP 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$579,272
Total of all expenses incurred	2016-12-31	$74,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$62,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$428,456
Value of total assets at end of year	2016-12-31	$2,741,741
Value of total assets at beginning of year	2016-12-31	$2,236,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$12,170
Total interest from all sources	2016-12-31	$8,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$300,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$207,349
Participant contributions at end of year	2016-12-31	$237,519
Participant contributions at beginning of year	2016-12-31	$142,722
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$27,621
Administrative expenses (other) incurred	2016-12-31	$12,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$505,015
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,741,741
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,236,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,483,172
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,078,745
Interest on participant loans	2016-12-31	$8,189
Interest earned on other investments	2016-12-31	$90
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$21,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$15,259
Net investment gain/loss from pooled separate accounts	2016-12-31	$142,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$193,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$62,087
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BEERS, HAMERMAN, COHEN & BURGER, PC
Accountancy firm EIN	2016-12-31	472517893

Form 5500 Responses for THE LEVY COMPANY, LP 401K PLAN

2022: THE LEVY COMPANY, LP 401K PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Submission has been amended	Yes
2022-10-01	This submission is the final filing	No
2022-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-10-01	Plan is a collectively bargained plan	No
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: THE LEVY COMPANY, LP 401K PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: THE LEVY COMPANY, LP 401K PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: THE LEVY COMPANY, LP 401K PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: THE LEVY COMPANY, LP 401K PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE LEVY COMPANY, LP 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE LEVY COMPANY, LP 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

801776

Policy instance

Insurance contract or identification number	801776
Number of Individuals Covered	148
Insurance policy start date	2018-01-01
Insurance policy end date	2018-09-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

801776

Policy instance

Insurance contract or identification number	801776
Number of Individuals Covered	148
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $14,560
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,560
Insurance broker organization code?	3
Insurance broker name	RBC CAPITAL MARKETS LLC

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Company Name:	THE LEVY COMPANY, INC.
Employer identification number (EIN):	742942371
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors