2023 Form 5500 filing — Leonard Aluminum Utility Bldgs LLC, Ret 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 20241011104656NAL0012385251001) for Leonard Aluminum Utility Bldgs LLC, Ret Plan, reported by Leonard Aluminum Utility Bldgs under EIN 58-1080422 and plan number 001. It reports 996 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011104656NAL0012385251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leonard Aluminum Utility Bldgs
- EIN
- 58-1080422
- Plan number
- 001
- Location
- Mount Airy, NC
- Participants
- 996
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,317,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,317,414
- Employer contributions
- $681,397
- Participant contributions
- $1,617,462
- Total income / additions
- $3,747,275
- Benefits paid
- $2,830,286
- Administrative expenses
- $111,422
- Total expenses
- $2,941,708
- Net increase / (decrease)
- $805,567
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $92,590 | $0 |
| Patriot Financial Group | NONE | $17,128 | not reported in the loaded dataset |