2023 Form 5500 filing — Leader Dogs Employees 401(K) Profit Sharing 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 20241007122301NAL0015153921001) for Leader Dogs Employees 401(K) Profit Sharing Plan, reported by Leader Dogs For The Blind under EIN 38-1366931 and plan number 002. It reports 222 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007122301NAL0015153921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leader Dogs For The Blind
- EIN
- 38-1366931
- Plan number
- 002
- Location
- Rochester Hills, MI
- Participants
- 222
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,385,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,385,423
- Employer contributions
- $587,957
- Participant contributions
- $1,015,868
- Total income / additions
- $4,790,370
- Benefits paid
- $1,464,340
- Administrative expenses
- $68,303
- Total expenses
- $1,532,643
- Net increase / (decrease)
- $3,257,727
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension Advisors | ADVISOR | $40,000 | not reported in the loaded dataset |
| Sentinel Benefits Group, Inc. | TPA | $20,296 | not reported in the loaded dataset |
| Charles Schwab Trust Company | CUSTODIAN | $7,732 | not reported in the loaded dataset |