2023 Form 5500 filing — Leith, Inc. 401(K) Profit Sharing 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 20241015153039NAL0048670992001) for Leith, Inc. 401(K) Profit Sharing Plan, reported by Leith, Inc. under EIN 56-0929494 and plan number 002. It reports 2,537 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)$130.1MReported net assets$130,093,614
Participants2.5K2,537
Provider compensation$278.5K3 Schedule C row(s)$278,484
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015153039NAL0048670992001
- Plan sponsor
- Leith, Inc.
- EIN
- 56-0929494
- Plan number
- 002
- Location
- Raleigh, NC
- Received date
- not reported in the loaded dataset
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)$130.1M total assets
Net assets$130.1MLiabilities$34.1K
Full reported line items
- Total assets (EOY)
- $130,127,682
- Total liabilities (EOY)
- $34,068
- Net assets (EOY)
- $130,093,614
- Employer contributions
- $1,831,738
- Participant contributions
- $8,348,912
- Total income / additions
- $31,543,634
- Benefits paid
- $9,980,842
- Administrative expenses
- $26,218
- Total expenses
- $10,007,060
- Net increase / (decrease)
- $21,536,574
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | NONE | $17,033 | $203,177 |
| Matrix Trust Company | NONE | $0 | $39,894 |
| Deloitte & Touche Llp | NONE | $9,185 | $9,195 |