Leonard Management 401(K) Plan — Form 5500 plan (Leonard Management)
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, Leonard Management 401(K) Plan is a benefit plan reported by Leonard Management under EIN 42-1426079 and plan number 003. The latest loaded filing year is 2023. The filing reports 744 participants and $3,199,642 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leonard Management
- EIN
- 42-1426079
- Plan number
- 003
- Plan type
- 2
- Location
- Elkhorn, NE
- Latest filing year
- 2023
- Participants
- 744
- End-of-year plan assets
- $3,199,642
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 744 | H, C | 20241012112403NAL0023402689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,199,642
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,199,642
- Net assets (BOY)
- $2,177,534
Income & contributions
- Employer contributions
- $298,011
- Participant contributions
- $539,672
- Total contributions
- $837,683
- Total income / additions
- $1,252,475
Expenses & distributions
- Benefits paid
- $184,994
- Administrative expenses
- $45,373
- Total expenses
- $230,367
- Net increase / (decrease)
- $1,022,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $36,377 | $0 | 2023 |
| Bank Of America Na | INVESTMENT ADVISORY-PLAN | $3,665 | not reported in the loaded dataset | 2023 |
| Futureplan By Ascensus | RECORDKEEPER | $2,600 | $8 | 2023 |