Leitner Poma Of America, Inc 401(K) Plan — Form 5500 plan (Leitner Poma Of America, 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, Leitner Poma Of America, Inc 401(K) Plan is a benefit plan reported by Leitner Poma Of America, Inc under EIN 84-0840513 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $21,222,997 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leitner Poma Of America, Inc
- EIN
- 84-0840513
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Junction, CO
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $21,222,997
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20240731170557NAL0012927107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,222,997
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,222,997
- Net assets (BOY)
- $18,234,471
Income & contributions
- Employer contributions
- $306,847
- Participant contributions
- $1,270,168
- Total contributions
- $1,577,015
- Total income / additions
- $4,755,154
Expenses & distributions
- Benefits paid
- $1,722,958
- Administrative expenses
- $43,670
- Total expenses
- $1,766,628
- Net increase / (decrease)
- $2,988,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | INVESTMENT ADVISOR | $20,100 | not reported in the loaded dataset | 2023 |
| Great West Life & Annuity Insurance | RECORDKEEPER | $19,415 | $0 | 2023 |
| Qualified Pension Services | CONTACT ADMIN | $5,965 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leitner Poma Of America, Inc
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Grand Junction, CO
- Lpl Financial LLC — Schedule C compensation
- Great West Life & Annuity Insurance — Schedule C compensation
- Qualified Pension Services — Schedule C compensation