Leblanc Investment Strategies, 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, Leblanc Investment Strategies, Inc. (EIN 27-4968245) is a plan sponsor located in Ocracoke, NC 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
27-4968245
Location
Ocracoke, NC
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Leblanc Investment Strategies, Inc.

  • 1 loaded plans hold $230K in reported assets.
  • The largest, Leblanc Investment Strategies, Inc. 401k Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$230KSummed across loaded plans$229,978
Total reported assets$230K$229,978
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$230K total assets
Net assets$230KLiabilities
Contributions & income
Employer contributionsNot reported
Participant contributions$7.8K
Total income / additions$92.8K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$92.8K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Leblanc Investment Strategies, Inc. 401k Profit Sharing Plan
Participants per plan2Average across loaded plans
Loaded plans1
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 · 2 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Leblanc Investment Strategies, Inc.. Open one for its full reported snapshot.

  1. 2023
    Leblanc Investment Strategies, Inc. 401k Profit Sharing Plan2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Leblanc Investment Strategies, Inc. report on Form 5500?
Leblanc Investment Strategies, Inc. (EIN 27-4968245) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Leblanc Investment Strategies, Inc.?
The Employer Identification Number (EIN) reported for Leblanc Investment Strategies, Inc. is 27-4968245.
What is the latest Form 5500 filing year for Leblanc Investment Strategies, Inc.?
The latest loaded Form 5500 filing year for Leblanc Investment Strategies, Inc. is 2023.

Related Form 5500 pages