2023 Form 5500 filing — Leading Solutions LLC 401(K) Profit Sharing Plan And Trust
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 20241008101305NAL0017389393001) for Leading Solutions LLC 401(K) Profit Sharing Plan And Trust, reported by Leading Solutions LLC under EIN 26-0188418 and plan number 001. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008101305NAL0017389393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leading Solutions LLC
- EIN
- 26-0188418
- Plan number
- 001
- Location
- Kissimmee, FL
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,190,125
- Total liabilities (EOY)
- $30
- Net assets (EOY)
- $1,190,095
- Employer contributions
- $137,454
- Participant contributions
- $309,859
- Total income / additions
- $641,818
- Benefits paid
- $122,001
- Administrative expenses
- $5,991
- Total expenses
- $127,992
- Net increase / (decrease)
- $513,826
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,947 | $0 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $15 | not reported in the loaded dataset |