Leeward Construction, Inc. Employees Retirement Plan — Form 5500 plan (Leeward Construction, 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, Leeward Construction, Inc. Employees Retirement Plan is a benefit plan reported by Leeward Construction, Inc. under EIN 22-3208574 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $18,725,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leeward Construction, Inc.
- EIN
- 22-3208574
- Plan number
- 001
- Plan type
- 2
- Location
- Honesdale, PA
- Latest filing year
- 2023
- Participants
- 278
- End-of-year plan assets
- $18,725,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 278 | H, C | 20250411114011NAL0035932240001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,725,171
- Total liabilities (EOY)
- $30,831
- Net assets (EOY)
- $18,694,340
- Net assets (BOY)
- $16,057,631
Income & contributions
- Employer contributions
- $1,637,177
- Total contributions
- $1,637,177
- Total income / additions
- $5,226,027
Expenses & distributions
- Benefits paid
- $2,459,824
- Administrative expenses
- $129,494
- Total expenses
- $2,589,318
- Net increase / (decrease)
- $2,636,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Network Investment Corp | INVEST ADVISOR | $96,775 | not reported in the loaded dataset | 2023 |
| Conrad Siegel | TPA | $20,714 | not reported in the loaded dataset | 2023 |
| Kronick, Kalada, Berdy | AUDITOR | $11,890 | not reported in the loaded dataset | 2023 |
| Invesco Advisers Inc | NONE | $0 | $0 | 2023 |
| Blackrock Advisors LLC | NONE | $0 | $0 | 2023 |
| Columbia Mangmt Investment Advisors | NONE | $0 | $0 | 2023 |
| Dunham & Associates Invmt Counsel, | NONE | $0 | $0 | 2023 |
| Fs Series Trust | NONE | $0 | $0 | 2023 |
| Franklin Templeton Institutional Ll | NONE | $0 | $0 | 2023 |
| Franklin Advisers Inc | NONE | $0 | $0 | 2023 |
| Hartford Funds Company, LLC | NONE | $0 | $0 | 2023 |
| Capital Research And Company | NONE | $0 | $0 | 2023 |
| Jp Morgan Investment Inc | NONE | $0 | $0 | 2023 |
| Wright Fund , LLC | NONE | $0 | $0 | 2023 |
| Nuveen Fund Advisors, LLC. | NONE | $0 | $0 | 2023 |
| Pacific Life Fund Advisors LLC (Plf | NONE | $0 | $0 | 2023 |
| Pgim Investments LLC | NONE | $0 | $0 | 2023 |
| Virtus Investment Advisors (Via) | NONE | $0 | $0 | 2023 |
| Kensington Asset Management LLC | NONE | $0 | $0 | 2023 |
| Performance Trust Asset Management | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leeward Construction, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Honesdale, PA
- Financial Network Investment Corp — Schedule C compensation
- Conrad Siegel — Schedule C compensation
- Kronick, Kalada, Berdy — Schedule C compensation
- Invesco Advisers Inc — Schedule C compensation
- Blackrock Advisors LLC — Schedule C compensation
- Columbia Mangmt Investment Advisors — Schedule C compensation
- Dunham & Associates Invmt Counsel, — Schedule C compensation
- Fs Series Trust — Schedule C compensation
- Franklin Templeton Institutional Ll — Schedule C compensation
- Franklin Advisers Inc — Schedule C compensation
- Hartford Funds Company, LLC — Schedule C compensation
- Capital Research And Company — Schedule C compensation
- Jp Morgan Investment Inc — Schedule C compensation
- Wright Fund , LLC — Schedule C compensation
- Nuveen Fund Advisors, LLC. — Schedule C compensation
- Pacific Life Fund Advisors LLC (Plf — Schedule C compensation
- Pgim Investments LLC — Schedule C compensation
- Virtus Investment Advisors (Via) — Schedule C compensation
- Kensington Asset Management LLC — Schedule C compensation
- Performance Trust Asset Management — Schedule C compensation