2023 Form 5500 filing — Retire Right 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 20241015003727NAL0013978515001) for Retire Right 401(K) Plan, reported by Leading Plan Solutions, Inc. under EIN 86-2271858 and plan number 002. It reports 488 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015003727NAL0013978515001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Leading Plan Solutions, Inc.
- EIN
- 86-2271858
- Plan number
- 002
- Location
- Seattle, WA
- Participants
- 488
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,608,844
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,608,844
- Employer contributions
- $5,981
- Participant contributions
- $1,485,735
- Total income / additions
- $2,123,547
- Benefits paid
- $1,180,721
- Administrative expenses
- $88,204
- Total expenses
- $1,274,443
- Net increase / (decrease)
- $849,104
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Leading Retirement Solutions | RECORDKEEPER | $36,308 | not reported in the loaded dataset |
| Hfm Investment Advisors, LLC | ADVISOR | $24,577 | not reported in the loaded dataset |
| Fisherbroyles | CONSULTANT | $8,284 | not reported in the loaded dataset |