2023 Form 5500 filing — Leatherman Tool Group 401(K) 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 20240821124027NAL0003953921001) for Leatherman Tool Group 401(K) Retirement Plan, reported by Leatherman Tool Group, Inc. under EIN 93-0841712 and plan number 001. It reports 640 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)$41.8MReported net assets$41,798,377
Participants640
Provider compensation$131.4K3 Schedule C row(s)$131,366
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240821124027NAL0003953921001
- Plan sponsor
- Leatherman Tool Group, Inc.
- EIN
- 93-0841712
- Plan number
- 001
- Location
- Portland, OR
- 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)$41.8M total assets
Net assets$41.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $41,798,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,798,377
- Employer contributions
- $1,463,364
- Participant contributions
- $2,342,226
- Total income / additions
- $9,699,289
- Benefits paid
- $2,307,346
- Administrative expenses
- $131,516
- Total expenses
- $2,512,573
- Net increase / (decrease)
- $7,186,716
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $60,301 | not reported in the loaded dataset |
| Lion Street Advisors LLC | INVESTMENT ADVISOR | $36,897 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,168 | $0 |