Sam Leman I, LLC 401(K) Plan — Form 5500 plan (Sam Leman I, 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, Sam Leman I, LLC 401(K) Plan is a benefit plan reported by Sam Leman I, LLC under EIN 74-2939491 and plan number 001. The latest loaded filing year is 2023. The filing reports 472 participants and $29,187,651 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sam Leman I, LLC
EIN
74-2939491
Plan number
001
Plan type
2
Location
Morton, IL
Latest filing year
2023
Participants
472
End-of-year plan assets
$29,187,651

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023472H, C20241003062919NAL0005511731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,187,651
Total liabilities (EOY)
$0
Net assets (EOY)
$29,187,651
Net assets (BOY)
$23,962,347

Income & contributions

Employer contributions
$847,012
Participant contributions
$1,881,647
Total contributions
$2,728,659
Total income / additions
$6,439,517

Expenses & distributions

Benefits paid
$1,123,731
Administrative expenses
$90,482
Total expenses
$1,214,213
Net increase / (decrease)
$5,225,304

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$88,704$02023
Empower Advisory Group, LLCINVESTMENT MGMT$1,778not reported in the loaded dataset2023

Related Form 5500 pages