Home Leasing, LLC 401(K) Savings Plan — Form 5500 plan (Home Leasing, 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, Home Leasing, LLC 401(K) Savings Plan is a benefit plan reported by Home Leasing, LLC under EIN 74-3109665 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $6,881,085 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Home Leasing, LLC
EIN
74-3109665
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
220
End-of-year plan assets
$6,881,085

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20240912053726NAL0004225763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,881,085
Total liabilities (EOY)
$0
Net assets (EOY)
$6,881,085
Net assets (BOY)
$5,036,257

Income & contributions

Employer contributions
$292,897
Participant contributions
$747,064
Total contributions
$1,385,140
Total income / additions
$2,412,767

Expenses & distributions

Benefits paid
$508,415
Administrative expenses
$59,907
Total expenses
$567,939
Net increase / (decrease)
$1,844,828

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilmington Trust National AssocADVISOR$22,730not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$21,294$02023
Insero & CoACCOUNTANT/AUDITOR$14,000not reported in the loaded dataset2023

Related Form 5500 pages