2023 Form 5500 filing — Leo, Inc. 403(B) 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 20240924124554NAL0012988273001) for Leo, Inc. 403(B) Plan, reported by Leo, Inc. under EIN 04-2378885 and plan number 002. It reports 145 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)$5.9MReported net assets$5,898,933
Participants145
Provider compensation$51.7K2 Schedule C row(s)$51,700
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240924124554NAL0012988273001
- Plan sponsor
- Leo, Inc.
- EIN
- 04-2378885
- Plan number
- 002
- Location
- Lynn, MA
- 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)$5.9M total assets
Net assets$5.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,898,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,898,933
- Employer contributions
- $253,559
- Participant contributions
- $420,169
- Total income / additions
- $1,463,560
- Benefits paid
- $744,014
- Administrative expenses
- $44,698
- Total expenses
- $789,199
- Net increase / (decrease)
- $674,361
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $29,893 | $2 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,805 | $0 |