Plan5500

Leadventure 401(K) Savings Plan — Form 5500 plan (Leadventure)

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, Leadventure 401(K) Savings Plan is a benefit plan reported by Leadventure under EIN 39-1388360 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,166 participants and $42,648,161 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Leadventure
EIN
39-1388360
Plan number
001
Plan type
2
Location
Lake Oswego, OR
Latest filing year
2023
Participants
1,166
End-of-year plan assets
$42,648,161

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,166H, C20240918103948NAL0004400033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,648,161
Total liabilities (EOY)
$0
Net assets (EOY)
$42,648,161
Net assets (BOY)
$31,680,447

Income & contributions

Employer contributions
$1,711,029
Participant contributions
$4,616,811
Total contributions
$6,635,423
Total income / additions
$13,127,289

Expenses & distributions

Benefits paid
$2,032,376
Administrative expenses
$104,178
Total expenses
$2,159,575
Net increase / (decrease)
$10,967,714

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$104,178$02023

Related Form 5500 pages