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, Retirement Income Security Plan-Leland Management, Inc. is a benefit plan reported by Leland Management, Inc. under EIN 59-3498435 and plan number 003. The latest loaded filing year is 2023. The filing reports 363 participants and $3,925,246 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,925,246
- Net assets (EOY)
- $3,925,246
- Net assets (BOY)
- $2,871,389
Income & contributions
- Employer contributions
- $138,649
- Participant contributions
- $607,762
- Total contributions
- $782,596
- Total income / additions
- $1,274,206
Expenses & distributions
- Benefits paid
- $153,798
- Administrative expenses
- $33,391
- Total expenses
- $220,349
- Net increase / (decrease)
- $1,053,857