Leasequery 401(K) Plan — Form 5500 plan (Leasequery, 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, Leasequery 401(K) Plan is a benefit plan reported by Leasequery, LLC under EIN 45-3280405 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $9,624,580 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.6MPlan net assets, end of year$9,624,580
Participants359Covered participants reported
Assets / participant$26.8KComputed: assets ÷ participants$26,809 (computed)
Provider compensation$40.4K2 Schedule C provider row(s)$40,425
- Plan sponsor
- Leasequery, LLC
- EIN
- 45-3280405
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 359 | H, C | 20240910134804NAL0003541299001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,624,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,624,580
- Net assets (BOY)
- $5,400,098
Income & contributions
- Employer contributions
- $1,080,506
- Participant contributions
- $2,396,167
- Total contributions
- $3,571,478
- Total income / additions
- $4,910,857
Expenses & distributions
- Benefits paid
- $674,829
- Administrative expenses
- $11,546
- Total expenses
- $686,375
- Net increase / (decrease)
- $4,224,482
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Royal Alliance Associates Inc | OTHER FEES | $0 | $36,609 | 2023 |
| Voya Financial Advisors, Inc | INVEST ADVISORY | $0 | $3,816 | 2023 |