2023 Form 5500 filing — Leadingage, Inc. Section 403(B) Savings And Retirement 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 20241015150429NAL0014916419001) for Leadingage, Inc. Section 403(B) Savings And Retirement Plan, reported by Leadingage, Inc. under EIN 13-6213525 and plan number 001. It reports 213 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)$37.8MReported net assets$37,778,371
Participants213
Provider compensation$1.1K1 Schedule C row(s)$1,144
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015150429NAL0014916419001
Plan sponsor
Leadingage, Inc.
EIN
13-6213525
Plan number
001
Location
Washington, DC
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)$37.8M total assets
Net assets$37.8MLiabilities$0
Money in vs. money out
Total income / additions$6.2M
Total expenses$2.8M
Benefits paid / distributions$2.8M
Contributions
Employer$666.1K
Participant$1M
Full reported line items
Total assets (EOY)
$37,778,371
Total liabilities (EOY)
$0
Net assets (EOY)
$37,778,371
Employer contributions
$666,148
Participant contributions
$1,031,317
Total income / additions
$6,211,308
Benefits paid
$2,840,295
Administrative expenses
$1,324
Total expenses
$2,846,012
Net increase / (decrease)
$3,365,296
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$1.1K
    NONE · Direct $1.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015150429NAL0014916419001 cover?
It is the 2023 Form 5500 filing for Leadingage, Inc. Section 403(B) Savings And Retirement Plan, reported by Leadingage, Inc. (EIN 13-6213525).
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