Leonard'S Express, Inc. 401(K) Savings Plan — Form 5500 plan (Leonard'S Express, Inc.)

Plain-English plan 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, Leonard'S Express, Inc. 401(K) Savings Plan is a benefit plan reported by Leonard'S Express, Inc. under EIN 16-1595778 and plan number 001. The latest loaded filing year is 2023. The filing reports 776 participants and $25,972,489 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Leonard'S Express, Inc.
EIN
16-1595778
Plan number
001
Plan type
2
Location
Farmington, NY
Latest filing year
2023
Participants
776
End-of-year plan assets
$25,972,489

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023776H, C20241011073402NAL0012258819003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,972,489
Net assets (EOY)
$25,972,489
Net assets (BOY)
$20,494,255

Income & contributions

Employer contributions
$1,492,660
Participant contributions
$2,729,123
Total contributions
$4,285,582
Total income / additions
$7,676,628

Expenses & distributions

Benefits paid
$2,055,432
Administrative expenses
$126,453
Total expenses
$2,198,394
Net increase / (decrease)
$5,478,234

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$85,341$02023
Ubs Financial Services Inc.INVESTMENT ADVISOR$41,112not reported in the loaded dataset2023

Related Form 5500 pages