2023 Form 5500 filing — Laeg 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 20241014131620NAL0044610112004) for Laeg 401(K) Plan, reported by Leona Arizona Employment Group, Inc under EIN 86-1011928 and plan number 001. It reports 900 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131620NAL0044610112004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leona Arizona Employment Group, Inc
- EIN
- 86-1011928
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 900
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,728,086
- Net assets (EOY)
- $23,728,086
- Employer contributions
- $851,624
- Participant contributions
- $1,155,504
- Total income / additions
- $5,604,927
- Benefits paid
- $1,549,785
- Administrative expenses
- $58,984
- Total expenses
- $1,667,508
- Net increase / (decrease)
- $3,937,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group LLC | INVESTMENT ADVISOR | $31,217 | not reported in the loaded dataset |
| Transamerica Retirment Solutions | RECORDKEEPER | $27,767 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |