Leland Management, 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, Leland Management, Inc. (EIN 59-3498435) is a plan sponsor located in Orlando, FL with 2 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
59-3498435
Location
Orlando, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,925,246
Total reported net assets (EOY)
$3,925,246

Contributions & income

Employer contributions
$138,649
Participant contributions
$607,762
Total income / additions
$1,274,206

Expenses & distributions

Benefits paid / distributions
$153,798
Total expenses
$220,349
Net increase / (decrease)
$1,053,857

Coverage

Total reported participants
577
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Leland Management, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Retirement Income Security Plan-Leland Management, Inc.003363$3,925,2462023
Leland Management Inc. Welfare Benefit Plan501214not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Leland Management, Inc.
YearPlanParticipantsSchedulesFiling
2023Leland Management Inc. Welfare Benefit Plan21420240513091506NAL0045733521001
2023Retirement Income Security Plan-Leland Management, Inc.363H, C20241014172410NAL0026827265001

Related Form 5500 pages