2023 Form 5500 filing — Leaffilter North, LLC 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 20241009155012NAL0019572113003) for Leaffilter North, LLC 401(K) Plan, reported by Leaffilter North, LLC under EIN 26-4198045 and plan number 001. It reports 3,101 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009155012NAL0019572113003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leaffilter North, LLC
- EIN
- 26-4198045
- Plan number
- 001
- Location
- Hudson, OH
- Participants
- 3,101
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,122,439
- Net assets (EOY)
- $36,122,439
- Employer contributions
- $1,501,903
- Participant contributions
- $12,490,496
- Total income / additions
- $19,186,814
- Benefits paid
- $3,390,765
- Administrative expenses
- $254,396
- Total expenses
- $3,650,766
- Net increase / (decrease)
- $15,536,048
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solution | RECORDKEEPER | $190,893 | $0 |
| Ellsworth Advisors, LLC | INVESTMENT ADVISORY - PLA | $63,503 | not reported in the loaded dataset |