Plan5500

4leaf, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (4leaf, 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, 4leaf, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by 4leaf, Inc. under EIN 94-3393574 and plan number 001. The latest loaded filing year is 2023. The filing reports 447 participants and $15,235,691 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
4leaf, Inc.
EIN
94-3393574
Plan number
001
Plan type
2
Location
Pleasanton, CA
Latest filing year
2023
Participants
447
End-of-year plan assets
$15,235,691

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023447H, C20240903162039NAL0018697713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,235,691
Net assets (EOY)
$15,235,691
Net assets (BOY)
$11,497,332

Income & contributions

Employer contributions
$520,727
Participant contributions
$1,779,892
Total contributions
$2,570,630
Total income / additions
$4,682,115

Expenses & distributions

Benefits paid
$838,095
Administrative expenses
$105,661
Total expenses
$943,756
Net increase / (decrease)
$3,738,359

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaRECORD KEEPER$2,648$02023

Related Form 5500 pages