2023 Form 5500 filing — Leydig, Voit & Mayer, Ltd. 401(K) And 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 20241015213652NAL0015437011008) for Leydig, Voit & Mayer, Ltd. 401(K) And Profit Sharing Plan, reported by Leydig, Voit & Mayer, Ltd. under EIN 36-2708672 and plan number 002. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015213652NAL0015437011008
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leydig, Voit & Mayer, Ltd.
- EIN
- 36-2708672
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $129,480,100
- Net assets (EOY)
- $129,480,100
- Employer contributions
- $2,026,236
- Participant contributions
- $1,799,960
- Total income / additions
- $23,576,660
- Benefits paid
- $6,681,116
- Administrative expenses
- $119,247
- Total expenses
- $6,805,560
- Net increase / (decrease)
- $16,771,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| At Investment Advisers Inc | NONE | $54,144 | not reported in the loaded dataset |
| Sage Financial Management Grou | NONE | $20,690 | not reported in the loaded dataset |
| David Vaughan Investments LLC | NONE | $17,115 | not reported in the loaded dataset |
| Moneta Groupinvestment Adv | NONE | $15,356 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $9,857 | $0 |
| Schwab Retirement Plan Services, In | NONE | $7,141 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $0 |