2023 Form 5500 filing — Leslie Equipment Co. Retirement Savings 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 20241014141824NAL0013437619001) for Leslie Equipment Co. Retirement Savings Plan, reported by Leslie Equipment Company under EIN 55-0493180 and plan number 002. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.8MReported net assets$19,792,127
Participants259
Provider compensation$90.6K2 Schedule C row(s)$90,553
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014141824NAL0013437619001
Plan sponsor
Leslie Equipment Company
EIN
55-0493180
Plan number
002
Location
Pleasant Valley, WV
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.8M total assets
Net assets$19.8MLiabilities$0
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$322.3K
Participant$923.3K
Full reported line items
Total assets (EOY)
$19,792,127
Total liabilities (EOY)
$0
Net assets (EOY)
$19,792,127
Employer contributions
$322,281
Participant contributions
$923,339
Total income / additions
$3,423,909
Benefits paid
$1,493,805
Administrative expenses
$90,553
Total expenses
$1,584,358
Net increase / (decrease)
$1,839,551
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $60.6K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $29.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014141824NAL0013437619001 cover?
It is the 2023 Form 5500 filing for Leslie Equipment Co. Retirement Savings Plan, reported by Leslie Equipment Company (EIN 55-0493180).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages