Leith, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Leith, Inc.)

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, Leith, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Leith, Inc. under EIN 56-0929494 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,537 participants and $130,127,682 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Leith, Inc.
EIN
56-0929494
Plan number
002
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
2,537
End-of-year plan assets
$130,127,682

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,537H, C20241015153039NAL0048670992001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$130,127,682
Total liabilities (EOY)
$34,068
Net assets (EOY)
$130,093,614
Net assets (BOY)
$108,557,040

Income & contributions

Employer contributions
$1,831,738
Participant contributions
$8,348,912
Total contributions
$10,275,997
Total income / additions
$31,543,634

Expenses & distributions

Benefits paid
$9,980,842
Administrative expenses
$26,218
Total expenses
$10,007,060
Net increase / (decrease)
$21,536,574

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$17,033$203,1772023
Matrix Trust CompanyNONE$0$39,8942023
Deloitte & Touche LlpNONE$9,185$9,1952023

Related Form 5500 pages