2023 Form 5500 filing — Leaders Holding Company 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 20241017102751NAL0031681745001) for Leaders Holding Company 401(K) Plan, reported by Leaders Holding Company under EIN 59-2640693 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241017102751NAL0031681745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leaders Holding Company
- EIN
- 59-2640693
- Plan number
- 001
- Location
- Largo, FL
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,143,154
- Total liabilities (EOY)
- $4,884
- Net assets (EOY)
- $3,138,270
- Employer contributions
- $71,141
- Participant contributions
- $271,592
- Total income / additions
- $810,620
- Benefits paid
- $194,748
- Administrative expenses
- $31,092
- Total expenses
- $230,724
- Net increase / (decrease)
- $579,896
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $13,542 | not reported in the loaded dataset |
| Southern Pension Services | CONTRACT ADMIN | $6,416 | $2,708 |
| Empower Annuity Insurance Co | RECORDKEEPER | $8,348 | $0 |
| Empower Advisory Group | INVESTMENT MANAGER | $4,123 | not reported in the loaded dataset |