401k Plan data: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN plan

LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 401k Plan overview

Plan Name	LEVY ORGANIZATION INCENTIVE SAVINGS PLAN
Plan identification number	001

LEVY ORGANIZATION INCENTIVE SAVINGS 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LEVY FOOD SERVICE LTD PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: LEVY FOOD SERVICE LTD PARTNERSHIP

Employer identification number (EIN): 363625199

NAIC Classification: 722511
NAIC Description: Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEVY ORGANIZATION INCENTIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01
001 2013-01-01
001 2012-01-01 DENNIS MINICH
001 2011-01-01 DENNIS MINICH
001 2010-01-01 DENNIS MINICH
001 2009-01-01 DENNIS MINICH

Plan Statistics for LEVY ORGANIZATION INCENTIVE SAVINGS PLAN

401k plan membership statisitcs for LEVY ORGANIZATION INCENTIVE SAVINGS PLAN

Measure Date Value
2014: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12,642
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
2013: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14,643
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12,468
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 172
Total of all active and inactive participants 2013-01-01 12,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 12,642
Number of participants with account balances 2013-01-01 1,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18,567
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14,494
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 145
Total of all active and inactive participants 2012-01-01 14,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 4
Total participants 2012-01-01 14,643
Number of participants with account balances 2012-01-01 990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20,117
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18,404
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 159
Total of all active and inactive participants 2011-01-01 18,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 4
Total participants 2011-01-01 18,567
Number of participants with account balances 2011-01-01 997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11,505
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19,979
Number of other retired or separated participants entitled to future benefits 2010-01-01 134
Total of all active and inactive participants 2010-01-01 20,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 4
Total participants 2010-01-01 20,117
Number of participants with account balances 2010-01-01 968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9,104
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11,361
Number of other retired or separated participants entitled to future benefits 2009-01-01 140
Total of all active and inactive participants 2009-01-01 11,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 4
Total participants 2009-01-01 11,505
Number of participants with account balances 2009-01-01 895

Measure	Date	Value
2014: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12,642
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
2013: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14,643
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12,468
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	172
Total of all active and inactive participants	2013-01-01	12,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	12,642
Number of participants with account balances	2013-01-01	1,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18,567
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14,494
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	145
Total of all active and inactive participants	2012-01-01	14,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	4
Total participants	2012-01-01	14,643
Number of participants with account balances	2012-01-01	990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20,117
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18,404
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	159
Total of all active and inactive participants	2011-01-01	18,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	4
Total participants	2011-01-01	18,567
Number of participants with account balances	2011-01-01	997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11,505
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19,979
Number of other retired or separated participants entitled to future benefits	2010-01-01	134
Total of all active and inactive participants	2010-01-01	20,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	4
Total participants	2010-01-01	20,117
Number of participants with account balances	2010-01-01	968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9,104
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11,361
Number of other retired or separated participants entitled to future benefits	2009-01-01	140
Total of all active and inactive participants	2009-01-01	11,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	4
Total participants	2009-01-01	11,505
Number of participants with account balances	2009-01-01	895

Financial Data on LEVY ORGANIZATION INCENTIVE SAVINGS PLAN

Measure	Date	Value
2014 : LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2014 401k financial data
Total transfer of assets from this plan	2014-12-31	$38,172,110
Total income from all sources (including contributions)	2014-12-31	$5,188,480
Total of all expenses incurred	2014-12-31	$4,687,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,683,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,072,153
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$37,671,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,484
Total interest from all sources	2014-12-31	$44,013
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,191,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,191,970
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2014-12-31	0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,748,099
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$1,027,820
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$330,119
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$324,054
Other income not declared elsewhere	2014-12-31	$25,953
Administrative expenses (other) incurred	2014-12-31	$4,484
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$500,879
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$37,671,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$32,651,273
Income. Interest from loans (other than to participants)	2014-12-31	$44,013
Value of interest in common/collective trusts at end of year	2014-12-31	$0
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,990,431
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$10,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-1,174,786
Net investment gain or loss from common/collective trusts	2014-12-31	$29,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$660,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,683,117
Did the plan have assets held for investment	2014-12-31	No
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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HOCHFELDER & WEBER PC
Accountancy firm EIN	2014-12-31	363088257
2013 : LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$9,764,531
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,804,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,674,217
Expenses. Certain deemed distributions of participant loans	2013-12-31	$126,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,120,198
Value of total assets at end of year	2013-12-31	$37,671,231
Value of total assets at beginning of year	2013-12-31	$30,711,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,675
Total interest from all sources	2013-12-31	$38,156
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,587,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,587,942
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,550,136
Participant contributions at end of year	2013-12-31	$1,027,820
Participant contributions at beginning of year	2013-12-31	$1,044,033
Participant contributions at end of year	2013-12-31	$330,119
Participant contributions at beginning of year	2013-12-31	$317,107
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$910,687
Administrative expenses (other) incurred	2013-12-31	$3,675
Total non interest bearing cash at end of year	2013-12-31	$350
Total non interest bearing cash at beginning of year	2013-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$6,959,955
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$37,671,231
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$30,711,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$32,651,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$25,785,065
Interest on participant loans	2013-12-31	$38,156
Value of interest in common/collective trusts at end of year	2013-12-31	$2,990,431
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,897,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$10,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$64,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$64,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,985,802
Net investment gain or loss from common/collective trusts	2013-12-31	$32,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$659,375
Employer contributions (assets) at end of year	2013-12-31	$660,454
Employer contributions (assets) at beginning of year	2013-12-31	$603,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,674,217
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	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HOCHFELDER & WEBER, PC
Accountancy firm EIN	2013-12-31	363088257
2012 : LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$6,152,762
Total of all expenses incurred	2012-12-31	$2,315,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,238,241
Expenses. Certain deemed distributions of participant loans	2012-12-31	$73,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,188,533
Value of total assets at end of year	2012-12-31	$30,711,276
Value of total assets at beginning of year	2012-12-31	$26,874,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,748
Total interest from all sources	2012-12-31	$42,281
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$827,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$827,549
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,333,473
Participant contributions at end of year	2012-12-31	$1,044,033
Participant contributions at beginning of year	2012-12-31	$1,026,675
Participant contributions at end of year	2012-12-31	$317,107
Participant contributions at beginning of year	2012-12-31	$370,921
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$251,983
Administrative expenses (other) incurred	2012-12-31	$3,748
Total non interest bearing cash at end of year	2012-12-31	$50
Total non interest bearing cash at beginning of year	2012-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,836,808
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$30,711,276
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$26,874,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$25,785,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$22,057,065
Interest on participant loans	2012-12-31	$42,281
Value of interest in common/collective trusts at end of year	2012-12-31	$2,897,521
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,768,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$64,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$675
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,965,568
Net investment gain or loss from common/collective trusts	2012-12-31	$128,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$603,077
Employer contributions (assets) at end of year	2012-12-31	$603,077
Employer contributions (assets) at beginning of year	2012-12-31	$650,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,238,241
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HOCHFELDER & WEBER, PC
Accountancy firm EIN	2012-12-31	363088257
2011 : LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$3,522,899
Total of all expenses incurred	2011-12-31	$2,238,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$2,116,276
Expenses. Certain deemed distributions of participant loans	2011-12-31	$122,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,629,322
Value of total assets at end of year	2011-12-31	$26,874,468
Value of total assets at beginning of year	2011-12-31	$25,590,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$400
Total interest from all sources	2011-12-31	$40,830
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$376,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$376,948
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$2,397,449
Participant contributions at end of year	2011-12-31	$1,026,675
Participant contributions at beginning of year	2011-12-31	$972,920
Participant contributions at end of year	2011-12-31	$370,921
Participant contributions at beginning of year	2011-12-31	$301,867
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$581,481
Administrative expenses (other) incurred	2011-12-31	$400
Total non interest bearing cash at end of year	2011-12-31	$50
Total non interest bearing cash at beginning of year	2011-12-31	$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	2011-12-31	No
Value of net income/loss	2011-12-31	$1,283,989
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$26,874,468
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$25,590,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$22,057,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$21,024,409
Interest on participant loans	2011-12-31	$40,829
Value of interest in common/collective trusts at end of year	2011-12-31	$2,768,690
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,704,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$45,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$45,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-637,097
Net investment gain or loss from common/collective trusts	2011-12-31	$112,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$650,392
Employer contributions (assets) at end of year	2011-12-31	$650,392
Employer contributions (assets) at beginning of year	2011-12-31	$540,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,116,276
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HOCHFELDER & WEBER, PC
Accountancy firm EIN	2011-12-31	363088257
2010 : LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$6,301,373
Total of all expenses incurred	2010-12-31	$1,728,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,650,437
Expenses. Certain deemed distributions of participant loans	2010-12-31	$76,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,505,167
Value of total assets at end of year	2010-12-31	$25,590,479
Value of total assets at beginning of year	2010-12-31	$21,017,849
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,658
Total interest from all sources	2010-12-31	$37,036
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$292,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$292,488
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$2,202,658
Participant contributions at end of year	2010-12-31	$972,920
Participant contributions at beginning of year	2010-12-31	$761,937
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$761,836
Other income not declared elsewhere	2010-12-31	$1,613
Administrative expenses (other) incurred	2010-12-31	$1,658
Total non interest bearing cash at end of year	2010-12-31	$540,673
Total non interest bearing cash at beginning of year	2010-12-31	$354,166
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$4,572,630
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$25,590,479
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$21,017,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$21,024,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$16,666,128
Income. Interest from loans (other than to participants)	2010-12-31	$37,036
Value of interest in common/collective trusts at end of year	2010-12-31	$2,704,803
Value of interest in common/collective trusts at beginning of year	2010-12-31	$3,011,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$45,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$2,203,304
Net investment gain or loss from common/collective trusts	2010-12-31	$261,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$540,673
Employer contributions (assets) at end of year	2010-12-31	$301,867
Employer contributions (assets) at beginning of year	2010-12-31	$223,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,650,437
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HOCHFELDER & WEBER, PC
Accountancy firm EIN	2010-12-31	363088257

Form 5500 Responses for LEVY ORGANIZATION INCENTIVE SAVINGS PLAN

2014: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LEVY ORGANIZATION INCENTIVE SAVINGS 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: LEVY ORGANIZATION INCENTIVE SAVINGS 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: LEVY ORGANIZATION INCENTIVE SAVINGS 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: LEVY ORGANIZATION INCENTIVE SAVINGS 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
2009: LEVY ORGANIZATION INCENTIVE SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEVY FOOD SERVICE LTD PARTNERSHIP
Employer identification number (EIN):	363625199
NAIC Classification:	722511
NAIC Description:	Full-Service Restaurants