2023 Form 5500 filing — The Leona Group, LLC Employee Deferred Compensation 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 20240912084049NAL0004283107001) for The Leona Group, LLC Employee Deferred Compensation Plan, reported by The Leona Group, LLC under EIN 38-3311066 and plan number 001. It reports 2,117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912084049NAL0004283107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Leona Group, LLC
- EIN
- 38-3311066
- Plan number
- 001
- Location
- Okemos, MI
- Participants
- 2,117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,517,484
- Net assets (EOY)
- $31,517,484
- Employer contributions
- $993,533
- Participant contributions
- $1,475,223
- Total income / additions
- $7,240,601
- Benefits paid
- $2,740,772
- Administrative expenses
- $73,309
- Total expenses
- $2,822,908
- Net increase / (decrease)
- $4,417,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY | $46,160 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $27,149 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |