401k Plan data: LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN plan

LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 401k Plan overview

Plan Name	LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN
Plan identification number	001

LEVEL GLOBAL INVESTORS, L.P. RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

LEVEL GLOBAL INVESTORS, L.P. C/O ARTHUR BELL CPAS has sponsored the creation of one or more 401k plans.

Company Name: LEVEL GLOBAL INVESTORS, L.P. C/O ARTHUR BELL CPAS

Employer identification number (EIN): 300614942

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 DAVID GANEK 2016-04-28
001 2014-01-01 DAVID GANEK 2015-07-27
001 2013-01-01 DAVID GANEK
001 2012-01-01 DAVID GANEK
001 2011-01-01 DAVID GANEK
001 2010-01-01 LAWRENCE CANZONERI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2015-01-01	DAVID GANEK	2016-04-28
001	2014-01-01	DAVID GANEK	2015-07-27
001	2013-01-01	DAVID GANEK
001	2012-01-01	DAVID GANEK
001	2011-01-01	DAVID GANEK
001	2010-01-01	LAWRENCE CANZONERI

Plan Statistics for LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN

401k plan membership statisitcs for LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN

Measure Date Value
2013: LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 25
Number of participants with account balances 2013-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 32
Total of all active and inactive participants 2012-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 32
Number of participants with account balances 2012-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 39
Total of all active and inactive participants 2011-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 44
Number of participants with account balances 2011-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 74
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 59
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 16
Total of all active and inactive participants 2010-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 75
Number of participants with account balances 2010-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2013: LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	25
Number of participants with account balances	2013-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	32
Total of all active and inactive participants	2012-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	32
Number of participants with account balances	2012-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	39
Total of all active and inactive participants	2011-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	44
Number of participants with account balances	2011-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	74
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	59
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	16
Total of all active and inactive participants	2010-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	75
Number of participants with account balances	2010-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN

Measure	Date	Value
2013 : LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$2
Total plan liabilities at beginning of year	2013-12-31	$502
Total income from all sources	2013-12-31	$133,402
Expenses. Total of all expenses incurred	2013-12-31	$361,896
Benefits paid (including direct rollovers)	2013-12-31	$361,794
Total plan assets at end of year	2013-12-31	$1,712,446
Total plan assets at beginning of year	2013-12-31	$1,941,440
Value of fidelity bond covering the plan	2013-12-31	$500,000
Contributions received from other sources (not participants or employers)	2013-12-31	$133,402
Net income (gross income less expenses)	2013-12-31	$-228,494
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,712,444
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,940,938
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$102
2012 : LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$502
Total plan liabilities at beginning of year	2012-12-31	$13,000
Total income from all sources	2012-12-31	$223,364
Expenses. Total of all expenses incurred	2012-12-31	$3,105,797
Benefits paid (including direct rollovers)	2012-12-31	$3,055,678
Total plan assets at end of year	2012-12-31	$1,941,440
Total plan assets at beginning of year	2012-12-31	$4,836,371
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$60,710
Expenses. Other expenses not covered elsewhere	2012-12-31	$50,119
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$162,654
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$-2,882,433
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,940,938
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,823,371
Total contributions received or receivable from employer(s)	2012-12-31	$0
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$35,219
Total income from all sources	2011-12-31	$603,512
Expenses. Total of all expenses incurred	2011-12-31	$11,254,251
Benefits paid (including direct rollovers)	2011-12-31	$11,253,745
Total plan assets at end of year	2011-12-31	$4,836,371
Total plan assets at beginning of year	2011-12-31	$15,451,891
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$543,734
Other income received	2011-12-31	$59,778
Net income (gross income less expenses)	2011-12-31	$-10,650,739
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,801,152
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$15,451,891
Assets. Value of participant loans	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$506
2010 : LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$3,987,757
Expenses. Total of all expenses incurred	2010-12-31	$1,325,559
Benefits paid (including direct rollovers)	2010-12-31	$1,324,974
Total plan assets at end of year	2010-12-31	$15,451,891
Total plan assets at beginning of year	2010-12-31	$12,789,693
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$782,178
Contributions received from other sources (not participants or employers)	2010-12-31	$350,627
Other income received	2010-12-31	$1,246,847
Net income (gross income less expenses)	2010-12-31	$2,662,198
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$15,451,891
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$12,789,693
Assets. Value of participant loans	2010-12-31	$19,762
Total contributions received or receivable from employer(s)	2010-12-31	$1,608,105
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$585

Form 5500 Responses for LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN

2013: LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

LEVEL GLOBAL INVESTORS, L.P. RETIREMENT PLAN [EIN = 113684852]

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Company Name:	LEVEL GLOBAL INVESTORS, L.P. C/O ARTHUR BELL CPAS
Employer identification number (EIN):	300614942
NAIC Classification:	523900