Original filing (PDF)20251013134150NAL0000666275001

STEVEN LEVY ENTERPRISES, INC

Name: STEVEN LEVY ENTERPRISES, INC — STEVEN LEVY ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: STEVEN LEVY ENTERPRISES, INC

Form 5500-SF

FILING_RECEIVED

STEVEN LEVY ENTERPRISES, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVEN LEVY ENTERPRISES, INC.

Plan sponsor

Name

STEVEN LEVY ENTERPRISES, INC

EIN

76-0311377

Address

1412 PENNSYLVANIA ST. · SOUTH HOUSTON, TX · 77587

Phone

(713) 910-4337

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

SUPERGRAPHICS LLC

SUPERGRAPHICS LLC 401(K) PLAN

$2.3M · 53 participants

I-BLASON LLC

I-BLASON RETIREMENT PLAN

$2.3M · 46 participants

GALLAGHER PROMOTIONAL PRODUCTS, INC.

GALLAGHER PROMOTIONAL PRODUCTS 401(K) PLAN

$2.3M · 20 participants

DELCREST MEDICAL SERVICES, INC.

DELCREST MEDICAL SERVICES, INC. 401K PLAN

$2.3M · 15 participants

BUFFALO CORP.

BUFFALO CORP 401(K) RETIREMENT PLAN

$2.4M · 22 participants