2023 Form 5500 filing — Leading Authorities, Inc 401(K) Profit Sharing Plan And Trust

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 20240806145406NAL0004512128001) for Leading Authorities, Inc 401(K) Profit Sharing Plan And Trust, reported by Leading Authorities, Inc under EIN 52-1705098 and plan number 001. It reports 95 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$15.9MReported net assets$15,877,088
Participants95
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240806145406NAL0004512128001
Plan sponsor
Leading Authorities, Inc
EIN
52-1705098
Plan number
001
Location
Washington, DC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$15.9M total assets
Net assets$15.9MLiabilities$0
Money in vs. money out
Total income / additions$4.2M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$318.2K
Participant$614K
Full reported line items
Total assets (EOY)
$15,877,088
Total liabilities (EOY)
$0
Net assets (EOY)
$15,877,088
Employer contributions
$318,153
Participant contributions
$614,007
Total income / additions
$4,183,376
Benefits paid
$1,007,424
Administrative expenses
$264
Total expenses
$1,007,688
Net increase / (decrease)
$3,175,688

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240806145406NAL0004512128001 cover?
It is the 2023 Form 5500 filing for Leading Authorities, Inc 401(K) Profit Sharing Plan And Trust, reported by Leading Authorities, Inc (EIN 52-1705098).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages