2023 Form 5500 filing — Leeds West Groups 401k 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 20241015175046NAL0016993571001) for Leeds West Groups 401k Retirement Plan, reported by Leeds West Operating Group, LLC under EIN 87-3873457 and plan number 002. It reports 638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175046NAL0016993571001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Leeds West Operating Group, LLC
- EIN
- 87-3873457
- Plan number
- 002
- Location
- Greenwood Village, CO
- Participants
- 638
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,395,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,395,044
- Employer contributions
- $117,802
- Participant contributions
- $846,104
- Total income / additions
- $3,817,983
- Benefits paid
- $5,162,845
- Administrative expenses
- $90,321
- Total expenses
- $5,283,167
- Net increase / (decrease)
- -$1,465,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Advisors Corporat | BROKE/DEALER | $0 | $18,004 |
| Strategic Wealth Advisors Group LLC | SERVICE PROVIDER | $0 | $11,197 |
| Tpa Services, Inc. | THIRD PARTY ADMINISTRATO | $0 | $7,394 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,333 | not reported in the loaded dataset |