Leonard Aluminum Utility Bldgs LLC, Ret Plan — Form 5500 plan (Leonard Aluminum Utility Bldgs)

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 Aluminum Utility Bldgs LLC, Ret Plan is a benefit plan reported by Leonard Aluminum Utility Bldgs under EIN 58-1080422 and plan number 001. The latest loaded filing year is 2023. The filing reports 996 participants and $10,317,414 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Leonard Aluminum Utility Bldgs
EIN
58-1080422
Plan number
001
Plan type
2
Location
Mount Airy, NC
Latest filing year
2023
Participants
996
End-of-year plan assets
$10,317,414

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023996H, C20241011104656NAL0012385251001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,317,414
Total liabilities (EOY)
$0
Net assets (EOY)
$10,317,414
Net assets (BOY)
$4,774,172

Income & contributions

Employer contributions
$681,397
Participant contributions
$1,617,462
Total contributions
$2,315,857
Total income / additions
$3,747,275

Expenses & distributions

Benefits paid
$2,830,286
Administrative expenses
$111,422
Total expenses
$2,941,708
Net increase / (decrease)
$805,567

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$92,590$02023
Patriot Financial GroupNONE$17,128not reported in the loaded dataset2023

Related Form 5500 pages