2023 Form 5500 filing — Leadership For Educational Equit Equity 401(K) 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 20241007064715NAL0008699091001) for Leadership For Educational Equit Equity 401(K) Plan, reported by Leadership For Educational Equit under EIN 20-8848357 and plan number 001. It reports 228 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)$11MReported net assets$11,026,645
Participants228
Provider compensation$26.7K3 Schedule C row(s)$26,741
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007064715NAL0008699091001
Plan sponsor
Leadership For Educational Equit
EIN
20-8848357
Plan number
001
Location
New York, NY
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$11M total assets
Net assets$11MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$393.1K
Participant$718.1K
Full reported line items
Total assets (EOY)
$11,026,645
Total liabilities (EOY)
$0
Net assets (EOY)
$11,026,645
Employer contributions
$393,060
Participant contributions
$718,136
Total income / additions
$3,099,322
Benefits paid
$1,094,835
Administrative expenses
$26,741
Total expenses
$1,133,170
Net increase / (decrease)
$1,966,152
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $24.9K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $1.8K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007064715NAL0008699091001 cover?
It is the 2023 Form 5500 filing for Leadership For Educational Equit Equity 401(K) Plan, reported by Leadership For Educational Equit (EIN 20-8848357).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages