Leaderstat LLC 401 K Profit Sharing Plan And Trust — Form 5500 plan (Leaderstat, 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, Leaderstat LLC 401 K Profit Sharing Plan And Trust is a benefit plan reported by Leaderstat, LLC under EIN 31-1693909 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $5,419,168 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Leaderstat, LLC
EIN
31-1693909
Plan number
001
Plan type
2
Location
Powell, OH
Latest filing year
2023
Participants
274
End-of-year plan assets
$5,419,168

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023274H, C20240715130525NAL0000849395001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,419,168
Total liabilities (EOY)
$68,367
Net assets (EOY)
$5,350,801
Net assets (BOY)
$3,904,245

Income & contributions

Employer contributions
$223,299
Participant contributions
$569,331
Total contributions
$884,436
Total income / additions
$1,668,204

Expenses & distributions

Benefits paid
$181,864
Administrative expenses
$39,784
Total expenses
$221,648
Net increase / (decrease)
$1,446,556

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$15,078$7752023
Lpl Financial LLCINVESTMENT ADVISOR$14,488not reported in the loaded dataset2023
Aps PentegraCONTRACT ADMINISTRATOR$10,218not reported in the loaded dataset2023

Related Form 5500 pages