2023 Form 5500 filing — Leonard Management 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 20241012112403NAL0023402689001) for Leonard Management 401(K) Plan, reported by Leonard Management under EIN 42-1426079 and plan number 003. It reports 744 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012112403NAL0023402689001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leonard Management
- EIN
- 42-1426079
- Plan number
- 003
- Location
- Elkhorn, NE
- Participants
- 744
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,199,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,199,642
- Employer contributions
- $298,011
- Participant contributions
- $539,672
- Total income / additions
- $1,252,475
- Benefits paid
- $184,994
- Administrative expenses
- $45,373
- Total expenses
- $230,367
- Net increase / (decrease)
- $1,022,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $36,377 | $0 |
| Bank Of America Na | INVESTMENT ADVISORY-PLAN | $3,665 | not reported in the loaded dataset |
| Futureplan By Ascensus | RECORDKEEPER | $2,600 | $8 |