2023 Form 5500 filing — Leo Pharma Inc. 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 20241015081648NAL0015977251001) for Leo Pharma Inc. 401(K) Plan, reported by Leo Pharma Inc. under EIN 80-0485929 and plan number 002. It reports 584 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081648NAL0015977251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leo Pharma Inc.
- EIN
- 80-0485929
- Plan number
- 002
- Location
- Madison, NJ
- Participants
- 584
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,371,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,371,672
- Employer contributions
- $2,661,524
- Participant contributions
- $4,580,346
- Total income / additions
- $17,577,879
- Benefits paid
- $9,335,272
- Administrative expenses
- $105,686
- Total expenses
- $9,452,488
- Net increase / (decrease)
- $8,125,391
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $60,011 | not reported in the loaded dataset |
| Capfinancial Partners LLC | ADVISOR | $45,675 | not reported in the loaded dataset |