2023 Form 5500 filing — The Leavitt Group Profit Sharing And Retirement Savings Employee Stock Ownership 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 20241009113651NAL0009157123001) for The Leavitt Group Profit Sharing And Retirement Savings Employee Stock Ownership Plan, reported by Leavitt Group Enterprises, Inc. under EIN 88-0090855 and plan number 001. It reports 4,036 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009113651NAL0009157123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leavitt Group Enterprises, Inc.
- EIN
- 88-0090855
- Plan number
- 001
- Location
- Cedar City, UT
- Participants
- 4,036
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $210,510,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $210,510,710
- Employer contributions
- $4,953,337
- Participant contributions
- $14,383,780
- Total income / additions
- $49,016,518
- Benefits paid
- $13,287,051
- Administrative expenses
- $591,698
- Total expenses
- $13,891,161
- Net increase / (decrease)
- $35,125,357
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $459,862 | not reported in the loaded dataset |
| Prime Capital Investment Advisors L | INVESTMENT ADVISOR | $71,999 | not reported in the loaded dataset |
| Reagan Consulting Inc | OTHER | $32,500 | not reported in the loaded dataset |
| Hinton Burdick, Pllc | AUDITOR | $15,600 | not reported in the loaded dataset |
| Durham Jones & Pinegar | ATTORNEY | $11,736 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |