The Leona Group, LLC Employee Deferred Compensation Plan — Form 5500 plan (The Leona Group, 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, The Leona Group, LLC Employee Deferred Compensation Plan is a benefit plan reported by The Leona Group, LLC under EIN 38-3311066 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,117 participants and $31,517,484 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Leona Group, LLC
EIN
38-3311066
Plan number
001
Plan type
2
Location
Okemos, MI
Latest filing year
2023
Participants
2,117
End-of-year plan assets
$31,517,484

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,117H, C20240912084049NAL0004283107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,517,484
Net assets (EOY)
$31,517,484
Net assets (BOY)
$27,099,791

Income & contributions

Employer contributions
$993,533
Participant contributions
$1,475,223
Total contributions
$2,518,674
Total income / additions
$7,240,601

Expenses & distributions

Benefits paid
$2,740,772
Administrative expenses
$73,309
Total expenses
$2,822,908
Net increase / (decrease)
$4,417,693

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sageview Advisory Group, LLCINVESTMENT ADVISORY$46,160not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$27,149$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages