Lead Bank 401(K) Profit Sharing Plan — Form 5500 plan (Lead Bank)
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, Lead Bank 401(K) Profit Sharing Plan is a benefit plan reported by Lead Bank under EIN 44-0255510 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $7,898,392 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lead Bank
- EIN
- 44-0255510
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $7,898,392
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20240729103013NAL0029615904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,898,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,898,392
- Net assets (BOY)
- $5,489,156
Income & contributions
- Employer contributions
- $605,995
- Participant contributions
- $1,164,223
- Total contributions
- $2,271,221
- Total income / additions
- $3,382,456
Expenses & distributions
- Benefits paid
- $908,165
- Administrative expenses
- $65,055
- Total expenses
- $973,220
- Net increase / (decrease)
- $2,409,236
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| One Digital Investment Advisors | INVESTMENT ADVISOR | $18,901 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $14,873 | $0 | 2023 |
| Eip Corp | CONTRACT ADMIN | $5,490 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $5,148 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lead Bank
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- One Digital Investment Advisors — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Eip Corp — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation