Leydig, Voit & Mayer, Ltd. 401(K) And Profit Sharing Plan — Form 5500 plan (Leydig, Voit & Mayer, Ltd.)
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, Leydig, Voit & Mayer, Ltd. 401(K) And Profit Sharing Plan is a benefit plan reported by Leydig, Voit & Mayer, Ltd. under EIN 36-2708672 and plan number 002. The latest loaded filing year is 2023. The filing reports 257 participants and $129,480,100 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leydig, Voit & Mayer, Ltd.
- EIN
- 36-2708672
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $129,480,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20241015213652NAL0015437011008 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $129,480,100
- Net assets (EOY)
- $129,480,100
- Net assets (BOY)
- $112,709,000
Income & contributions
- Employer contributions
- $2,026,236
- Participant contributions
- $1,799,960
- Total contributions
- $3,911,009
- Total income / additions
- $23,576,660
Expenses & distributions
- Benefits paid
- $6,681,116
- Administrative expenses
- $119,247
- Total expenses
- $6,805,560
- Net increase / (decrease)
- $16,771,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| At Investment Advisers Inc | NONE | $54,144 | not reported in the loaded dataset | 2023 |
| Sage Financial Management Grou | NONE | $20,690 | not reported in the loaded dataset | 2023 |
| David Vaughan Investments LLC | NONE | $17,115 | not reported in the loaded dataset | 2023 |
| Moneta Groupinvestment Adv | NONE | $15,356 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $9,857 | $0 | 2023 |
| Schwab Retirement Plan Services, In | NONE | $7,141 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leydig, Voit & Mayer, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- At Investment Advisers Inc — Schedule C compensation
- Sage Financial Management Grou — Schedule C compensation
- David Vaughan Investments LLC — Schedule C compensation
- Moneta Groupinvestment Adv — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Schwab Retirement Plan Services, In — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation