2023 Form 5500 filing — Home Leasing, LLC 401(K) Savings 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 20240912053726NAL0004225763001) for Home Leasing, LLC 401(K) Savings Plan, reported by Home Leasing, LLC under EIN 74-3109665 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912053726NAL0004225763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Home Leasing, LLC
- EIN
- 74-3109665
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,881,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,881,085
- Employer contributions
- $292,897
- Participant contributions
- $747,064
- Total income / additions
- $2,412,767
- Benefits paid
- $508,415
- Administrative expenses
- $59,907
- Total expenses
- $567,939
- Net increase / (decrease)
- $1,844,828
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilmington Trust National Assoc | ADVISOR | $22,730 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $21,294 | $0 |
| Insero & Co | ACCOUNTANT/AUDITOR | $14,000 | not reported in the loaded dataset |