Leesar Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Leesar Inc. (EIN 26-3818222) is a plan sponsor located in Ft Myers, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-3818222
Location
Ft Myers, FL
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.2MSummed across loaded plans$13,196,032
Total reported assets$13.2M$13,196,032
Total reported participants601
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.2M total assets
Net assets$13.2MLiabilities$0
Contributions & income
Employer contributions$665K
Participant contributions$1.1M
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.6M
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Leesar Inc. 401(K) Profit Sharing Plan & Trust
Participants per plan301Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 377 participants · 2023
  2. 2
    Leesar, Inc. Welfare Benefits Plannot reported in the loaded dataset
    Plan #525 · 224 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Leesar Inc.
YearPlanParticipantsSchedulesFiling
2023Leesar, Inc. Welfare Benefits Plan22420241029103005NAL0002615043001
2023Leesar Inc. 401(K) Profit Sharing Plan & Trust377H, C20241031134707NAL0004498626001

Related Form 5500 pages