True Leaf 401(K) Plan — Form 5500 plan (True Leaf 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, True Leaf 401(K) Plan is a benefit plan reported by True Leaf LLC under EIN 47-1724986 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $1,628,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- True Leaf LLC
- EIN
- 47-1724986
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $1,628,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241015122016NAL0057546914001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,628,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,628,983
- Net assets (BOY)
- $1,153,730
Income & contributions
- Employer contributions
- $99,703
- Participant contributions
- $197,141
- Total contributions
- $310,284
- Total income / additions
- $502,904
Expenses & distributions
- Benefits paid
- $9,769
- Administrative expenses
- $17,882
- Total expenses
- $27,651
- Net increase / (decrease)
- $475,253
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $7,398 | $0 | 2023 |
| Transamerica Financial Advisors Inc | INVESTMENT ADVISORY PLAN | $5,200 | not reported in the loaded dataset | 2023 |
| Dwc The 401(K) Experts | RECORDKEEPER | $4,624 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISORY PLAN | $658 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for True Leaf LLC
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Transamerica Retirement Solutions — Schedule C compensation
- Transamerica Financial Advisors Inc — Schedule C compensation
- Dwc The 401(K) Experts — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation