2023 Form 5500 filing — Leaderone Financial Corp. 401(K) Profit Sharing 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 20240731092750NAL0014181635001) for Leaderone Financial Corp. 401(K) Profit Sharing Plan, reported by Leaderone Financial Corp. under EIN 48-1148159 and plan number 001. It reports 638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$27.6MReported net assets$27,571,934
Participants638
Provider compensation$71.2K2 Schedule C row(s)$71,157
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731092750NAL0014181635001
- Plan sponsor
- Leaderone Financial Corp.
- EIN
- 48-1148159
- Plan number
- 001
- Location
- Overland Park, KS
- 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)$27.6M total assets
Net assets$27.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $27,571,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,571,934
- Employer contributions
- $161,746
- Participant contributions
- $2,277,971
- Total income / additions
- $9,716,828
- Benefits paid
- $6,029,447
- Administrative expenses
- $12,859
- Total expenses
- $6,090,852
- Net increase / (decrease)
- $3,625,976
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sigma Financial Corp | ADVISOR | $0 | $58,198 |
| Fidelity Investments Institutional | RECORDKEEPER | $12,959 | $0 |