Leeder Management Co., LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Leeder Management Co., LLC)

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, Leeder Management Co., LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Leeder Management Co., LLC under EIN 20-4887508 and plan number 001. The latest loaded filing year is 2023. The filing reports 19 participants and $2,794,542 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.8MPlan net assets, end of year$2,794,542
Participants19Covered participants reported
Assets / participant$147.1KComputed: assets ÷ participants$147,081 (computed)
Provider compensationNone reported
Plan sponsor
Leeder Management Co., LLC
EIN
20-4887508
Plan number
001
Plan type
2
Location
Brookline, MA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319I20240906101956NAL0000612867001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$553K
Total expenses$30.7K
Benefits paid / distributions$30.7K
Contributions
Employer$0
Participant$128.7K
Full reported line items

Net assets

Total assets (EOY)
$2,794,542
Total liabilities (EOY)
$0
Net assets (EOY)
$2,794,542
Net assets (BOY)
$2,272,257

Income & contributions

Employer contributions
$0
Participant contributions
$128,708
Total income / additions
$552,999

Expenses & distributions

Benefits paid
$30,714
Administrative expenses
$0
Total expenses
$30,714
Net increase / (decrease)
$522,285
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income6%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages