Levitt Corporation
 

 
 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
 
FORM 11-K/A
(Amendment No. 1)
x  Annual Report Pursuant to Section 15(d) of the Securities Exchange Act of 1934
For the Year Ended December 31, 2004
o  Transition Report Pursuant to Section 15(d) of the Securities Exchange Act of 1934
Commission File Number
001-31931
Levitt Corporation Security Plus Plan
(Full title of the plan)
Levitt Corporation
(Name of issuer of the securities held pursuant to the plan)
2100 West Cypress Creek Road
Ft. Lauderdale, Florida 33309

(Address of principal executive offices)
 
 

 


 

Explanatory Note
     Levitt Corporation (the “Company”) is filing this report on Form 11-K/A as Amendment No. 1 to the Levitt Corporation Security Plus Plan Annual Report on Form 11-K for the year ended December 31, 2004, originally filed with the Securities and Exchange Commission on July 8, 2005 (the “Original Report”), for the purpose of including the Supplementary Schedule to the Financial Statements of the Levitt Corporation Security Plus Plan – Form 5500 Schedule H, Line 4(i) – Schedule of Assets (Held at end of Year). The Supplementary Schedule included below was inadvertently omitted from the Original Report due to a clerical error and should have been included as page 12 of the Financial Statements contained in the Original Report.
     Except for the correction described above, the Company has not modified or updated disclosures presented in the Original Report. Accordingly, this Form 11-K/A does not reflect events occurring after the filing of the Original Report or modify or update those disclosures affected by subsequent events. Information not affected by this amendment is unchanged and reflects the disclosure made at the time the Original Report was filed. This Form 11-K/A should be read in conjunction with the Original Report.

2


 

SUPPLEMENTAL SCHEDULE
LEVITT CORPORATION SECURITY PLUS PLAN
FORM 5500 — SCHEDULE H, LINE 4(i)
SCHEDULE OF ASSETS (HELD AT END OF YEAR)
EIN: 11-3675068
Plan Number: 001
December 31, 2004
                 
(a)   (b)   (c)   (d)
    Identity of Issuer, Borrower,       Current
    Lessor or Similar Party   Description of Investment   Value
 
  State Street Research & Management   Aurora Fund Class A     246,304  
 
  MFS Investment Management   New Discovery Fund — A Share     128,427  
 
  The American Funds Group   New Perspective — A Share     97,351  
 
  The American Funds Group   U.S. Government Securities — A Share     135,182  
 
  The American Funds Group   The Bond Funds of America — A Share     197,126  
 
  Alger   Mid Cap Growth Fund     238,226  
 
  MFS Investment Management   Massachusetts Investors Growth Fund     160,031  
 
  Harris Associates   Oakmark Equity and Income Fund Class II     482,559  
 
  The American Funds Group   Growth Fund of America Fund     499,894  
 
  The American Funds Group   Washington Mutual Investors Fund — A Share     432,531  
 
  Evergreen Funds   Select Money Market Fund     668,130  
 
  The American Funds Group   Europacific Growth Fund     138,292  
*
  Reliance Trust Company   Levitt Corporation Stock Fund     298,931  
 
  Participant Loans   Participant Loans (rates range from 5.0% — 10.5%) - 10.5%)     49,435  
 
 
  *Party-in-interest            
See Report of Independent Registered Public Accounting Firm

3


 

     
Exhibit
 
23.1
  Description
 
Consent of Independent Registered Public Accounting Firm
SIGNATURE
The Plan. Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Plan Administrator/Trustees has/have duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
         
  LEVITT CORPORATION SECURITY PLUS PLAN
 
 
Dated: August 16, 2005  By:   /s/ George P. Scanlon    
    George P. Scanlon,   
    Executive Vice President and Chief
Financial Officer of Levitt Corporation and
Chairman of the 401(k) Investment Committee 
 

4