2023 Form 5500 filing — The Leavitt Corporation Retirement 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 20240731085358NAL0021966689001) for The Leavitt Corporation Retirement Plan, reported by The Leavitt Corporation under EIN 04-1531280 and plan number 002. It reports 109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.6MReported net assets$7,626,415
Participants109
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
- EFAST2 acknowledgement
- 20240731085358NAL0021966689001
- Plan sponsor
- The Leavitt Corporation
- EIN
- 04-1531280
- Plan number
- 002
- Location
- Everett, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,626,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,626,415
- Participant contributions
- $362,902
- Total income / additions
- $1,315,110
- Benefits paid
- $981,583
- Administrative expenses
- $561
- Total expenses
- $982,144
- Net increase / (decrease)
- $332,966