Leon Management International, LLC 401(K) Plan — Form 5500 plan (Leon Management International, 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, Leon Management International, LLC 401(K) Plan is a benefit plan reported by Leon Management International, LLC under EIN 65-1129595 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,044 participants and $108,513,136 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Leon Management International, LLC
EIN
65-1129595
Plan number
001
Plan type
3
Location
Doral, FL
Latest filing year
2023
Participants
3,044
End-of-year plan assets
$108,513,136

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,044H, C20241015163008NAL0050453120001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$108,513,136
Total liabilities (EOY)
$0
Net assets (EOY)
$108,513,136
Net assets (BOY)
$88,566,003

Income & contributions

Employer contributions
$4,711,333
Participant contributions
$6,551,660
Total contributions
$11,582,362
Total income / additions
$26,658,740

Expenses & distributions

Benefits paid
$6,411,659
Administrative expenses
$298,005
Total expenses
$6,709,664
Net increase / (decrease)
$19,949,076

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$298,004$02023
Digital Insurance LLCOTHER SERVICES$0$44,1702023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages