2023 Form 5500 filing — Leon Farmer & Company 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723134841NAL0025765506001) for Leon Farmer & Company 401(K) Plan, reported by Leon Farmer & Company under EIN 58-0539752 and plan number 001. It reports 182 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723134841NAL0025765506001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leon Farmer & Company
- EIN
- 58-0539752
- Plan number
- 001
- Location
- Athens, GA
- Participants
- 182
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,145,922
- Total liabilities (EOY)
- $1
- Net assets (EOY)
- $12,145,921
- Employer contributions
- $123,335
- Participant contributions
- $435,423
- Total income / additions
- $2,269,970
- Benefits paid
- $1,205,495
- Administrative expenses
- $51,285
- Total expenses
- $1,256,780
- Net increase / (decrease)
- $1,013,190
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $33,840 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $17,424 | $0 |