2023 Form 5500 filing — Leo A. Daly Retirement Savings And Investment Trust

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 20241217170226NAL0002324833001) for Leo A. Daly Retirement Savings And Investment Trust, reported by Leo A Daly Company under EIN 47-0363104 and plan number 001. It reports 1,293 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)$159.8MReported net assets$159,825,613

Participants1.3K1,293

Provider compensation$144.5K2 Schedule C row(s)$144,454

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241217170226NAL0002324833001
Plan sponsor: Leo A Daly Company
EIN: 47-0363104
Plan number: 001
Location: Omaha, NE
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)$159.8M total assets

Net assets$159.8MLiabilities$0

Money in vs. money out

Total income / additions$40.3M

Total expenses$14.1M

Benefits paid / distributions$14M

Contributions

Employer$2.6M

Participant$7.8M

Full reported line items

Total assets (EOY): $159,825,613
Total liabilities (EOY): $0
Net assets (EOY): $159,825,613
Employer contributions: $2,622,018
Participant contributions: $7,771,743
Total income / additions: $40,331,522
Benefits paid: $13,963,277
Administrative expenses: $144,454
Total expenses: $14,107,731
Net increase / (decrease): $26,223,791

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$144.2K
RECORDKEEPER · Direct $144.2K · Indirect $0
2
Qdro Consultants Company, LLC$300
OTHER · Direct $300

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241217170226NAL0002324833001 cover?: It is the 2023 Form 5500 filing for Leo A. Daly Retirement Savings And Investment Trust, reported by Leo A Daly Company (EIN 47-0363104).
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).