2023 Form 5500 filing — Leeward Construction, Inc. Employees 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 20250411114011NAL0035932240001) for Leeward Construction, Inc. Employees Retirement Plan, reported by Leeward Construction, Inc. under EIN 22-3208574 and plan number 001. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411114011NAL0035932240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leeward Construction, Inc.
- EIN
- 22-3208574
- Plan number
- 001
- Location
- Honesdale, PA
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,725,171
- Total liabilities (EOY)
- $30,831
- Net assets (EOY)
- $18,694,340
- Employer contributions
- $1,637,177
- Total income / additions
- $5,226,027
- Benefits paid
- $2,459,824
- Administrative expenses
- $129,494
- Total expenses
- $2,589,318
- Net increase / (decrease)
- $2,636,709
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Network Investment Corp | INVEST ADVISOR | $96,775 | not reported in the loaded dataset |
| Conrad Siegel | TPA | $20,714 | not reported in the loaded dataset |
| Kronick, Kalada, Berdy | AUDITOR | $11,890 | not reported in the loaded dataset |
| Invesco Advisers Inc | NONE | $0 | $0 |
| Blackrock Advisors LLC | NONE | $0 | $0 |
| Columbia Mangmt Investment Advisors | NONE | $0 | $0 |
| Dunham & Associates Invmt Counsel, | NONE | $0 | $0 |
| Fs Series Trust | NONE | $0 | $0 |
| Franklin Templeton Institutional Ll | NONE | $0 | $0 |
| Franklin Advisers Inc | NONE | $0 | $0 |
| Hartford Funds Company, LLC | NONE | $0 | $0 |
| Capital Research And Company | NONE | $0 | $0 |
| Jp Morgan Investment Inc | NONE | $0 | $0 |
| Wright Fund , LLC | NONE | $0 | $0 |
| Nuveen Fund Advisors, LLC. | NONE | $0 | $0 |
| Pacific Life Fund Advisors LLC (Plf | NONE | $0 | $0 |
| Pgim Investments LLC | NONE | $0 | $0 |
| Virtus Investment Advisors (Via) | NONE | $0 | $0 |
| Kensington Asset Management LLC | NONE | $0 | $0 |
| Performance Trust Asset Management | NONE | $0 | $0 |