Leadingagile, L.L.C. 401(K) Plan — Form 5500 plan (Leadingagile, L.L.C.)
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, Leadingagile, L.L.C. 401(K) Plan is a benefit plan reported by Leadingagile, L.L.C. under EIN 27-3116104 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $6,565,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leadingagile, L.L.C.
- EIN
- 27-3116104
- Plan number
- 001
- Plan type
- 2
- Location
- Duluth, GA
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $6,565,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20240827214233NAL0006401939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,565,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,565,021
- Net assets (BOY)
- $6,281,312
Income & contributions
- Employer contributions
- $1,115,794
- Total contributions
- $1,115,794
- Total income / additions
- $2,101,976
Expenses & distributions
- Benefits paid
- $1,786,794
- Administrative expenses
- $31,473
- Total expenses
- $1,818,267
- Net increase / (decrease)
- $283,709
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $31,473 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
| Ivy Investments | NONE | $0 | $0 | 2023 |
| Cohen & Steers Funds | NONE | $0 | $0 | 2023 |
| Franklin Templeton | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leadingagile, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Duluth, GA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Fidelity — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation
- Ivy Investments — Schedule C compensation
- Cohen & Steers Funds — Schedule C compensation
- Franklin Templeton — Schedule C compensation