Leo Pharma Inc. 401(K) Plan — Form 5500 plan (Leo Pharma Inc.)
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, Leo Pharma Inc. 401(K) Plan is a benefit plan reported by Leo Pharma Inc. under EIN 80-0485929 and plan number 002. The latest loaded filing year is 2023. The filing reports 584 participants and $63,371,672 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leo Pharma Inc.
- EIN
- 80-0485929
- Plan number
- 002
- Plan type
- 2
- Location
- Madison, NJ
- Latest filing year
- 2023
- Participants
- 584
- End-of-year plan assets
- $63,371,672
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 584 | H, C | 20241015081648NAL0015977251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $63,371,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $63,371,672
- Net assets (BOY)
- $55,246,281
Income & contributions
- Employer contributions
- $2,661,524
- Participant contributions
- $4,580,346
- Total contributions
- $7,686,985
- Total income / additions
- $17,577,879
Expenses & distributions
- Benefits paid
- $9,335,272
- Administrative expenses
- $105,686
- Total expenses
- $9,452,488
- Net increase / (decrease)
- $8,125,391
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $60,011 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | ADVISOR | $45,675 | not reported in the loaded dataset | 2023 |