Leafhouse Financial Advisors — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Leafhouse Financial Advisors is reported as a service provider on 24 loaded Form 5500 filing(s) across 23 plan sponsor(s) and 24 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $221,449 and reported indirect compensation totals $39,506.
Reported compensation summary
- Reported direct compensation
- $221,449
- Reported indirect compensation
- $39,506
- Total reported compensation
- $260,955
- Filings
- 24
- Plan sponsors
- 23
- Plans
- 24
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| San Diego Coastal Medical Group, Inc. | CA | 1 | $43,087 |
| Diversified Gas & Oil Corporation | AL | 2 | $39,506 |
| Prager Metis Cpas, LLC | NY | 1 | $28,239 |
| York Container Company | PA | 1 | $16,714 |
| Sonterra Medical Management Group, Inc. | TX | 1 | $15,750 |
| Apmi, Inc. Dba Hr Strategies | GA | 1 | $14,427 |
| Alliance Beverage Distributing LLC | MI | 1 | $11,589 |
| Verve, A Credit Union | WI | 1 | $9,994 |
| The Boyer Company., L.C. | UT | 1 | $9,054 |
| Methodist Children'S Home | TX | 1 | $8,826 |
State footprint
Plans reporting Leafhouse Financial Advisors are sponsored in TX (4), AL (3), UT (3), WI (3), LA (2), MI (1), NJ (1), NY (1), PA (1), TN (1), CA (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| San Diego Coastal Medical Group, Inc. | Scripps Coastal Medical Group, Inc. Retirement Savings Plan | 2023 | $43,087 | not reported in the loaded dataset |
| Diversified Gas & Oil Corporation | Dgoc Employee Savings Plan | 2023 | $0 | $31,846 |
| Prager Metis Cpas, LLC | Prager Metis Cpas, LLC 401(K) Savings Plan Ii | 2023 | $28,239 | not reported in the loaded dataset |
| York Container Company | The York Container Company Retirement Savings Plan | 2023 | $16,714 | not reported in the loaded dataset |
| Sonterra Medical Management Group, Inc. | Sonterra Medical Management Group Profit Sharing 401k Plan | 2023 | $15,750 | not reported in the loaded dataset |
| Apmi, Inc. Dba Hr Strategies | Hr Strategies 401(K) Plan | 2023 | $14,427 | not reported in the loaded dataset |
| Alliance Beverage Distributing LLC | Alliance Beverage Distributing LLC Employees Retirement Plan | 2023 | $11,589 | $0 |
| Verve, A Credit Union | Verve Retirement Plan | 2023 | $9,994 | not reported in the loaded dataset |
| The Boyer Company., L.C. | The Boyer Company Profit Sharing Plan | 2023 | $9,054 | not reported in the loaded dataset |
| Methodist Children'S Home | Methodist Children'S Home Employees Retirement Plan | 2023 | $8,826 | not reported in the loaded dataset |
| Texans Anesthesia Associates Pllc | Texans Anesthesiology Associates 401(K) Plan | 2023 | $8,172 | not reported in the loaded dataset |
| Jim S. Adler & Associates | Jim S. Adler & Assoc. 401(K) Retirement Plan | 2023 | $7,962 | not reported in the loaded dataset |
| Diversified Gas & Oil Corporation | Dgoc Employee Retirement Plan | 2023 | $0 | $7,660 |
| Allied Power Services, LLC | Allied Power Services 401(K) Plan | 2023 | $6,523 | not reported in the loaded dataset |
| Mitchell Auto Group, Inc. | Mitchell Auto Group, Inc. 401(K) Plan | 2023 | $6,200 | not reported in the loaded dataset |
| Smittys Supply, Inc. | Smitty'S Supply, Inc. 401(K) Plan | 2023 | $5,622 | not reported in the loaded dataset |
| Nexone, Inc | Nexone, Inc 401(K) Plan | 2023 | $5,320 | not reported in the loaded dataset |
| Bradford Health Services | Bradford Health Services 401(K) Profit Sharing Pla | 2023 | $5,197 | $0 |
| Workforce Solutions, LLC | Workforce Solutions, LLC 401(K) Plan | 2023 | $5,117 | not reported in the loaded dataset |
| Pioneer Products, Inc. | Pioneer Products, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $4,199 | not reported in the loaded dataset |
| Xyngular Corporation | Xyngular/Pure Haven 401(K) Plan | 2023 | $3,370 | not reported in the loaded dataset |
| Mission1st Group, Inc. | Mission1st Group Inc 401k Profit Sharing Plan And Trust | 2023 | $2,480 | not reported in the loaded dataset |
| Hillebrand Gori Usa, LLC. | Hillebrand Gori Usa, LLC. 401(K) Plan | 2023 | $1,966 | not reported in the loaded dataset |
| Meritan, Inc. | Senior Services Retirement Plan | 2023 | $1,641 | not reported in the loaded dataset |
Related Form 5500 pages
- Scripps Coastal Medical Group, Inc. Retirement Savings Plan (plan 001)
- San Diego Coastal Medical Group, Inc. — all reported plans
- Dgoc Employee Savings Plan (plan 001)
- Diversified Gas & Oil Corporation — all reported plans
- Prager Metis Cpas, LLC 401(K) Savings Plan Ii (plan 002)
- Prager Metis Cpas, LLC — all reported plans
- The York Container Company Retirement Savings Plan (plan 001)
- York Container Company — all reported plans
- Sonterra Medical Management Group Profit Sharing 401k Plan (plan 001)
- Sonterra Medical Management Group, Inc. — all reported plans
- Hr Strategies 401(K) Plan (plan 001)
- Apmi, Inc. Dba Hr Strategies — all reported plans
- Alliance Beverage Distributing LLC Employees Retirement Plan (plan 001)
- Alliance Beverage Distributing LLC — all reported plans
- Verve Retirement Plan (plan 033)
- Verve, A Credit Union — all reported plans
- The Boyer Company Profit Sharing Plan (plan 001)
- The Boyer Company., L.C. — all reported plans
- Methodist Children'S Home Employees Retirement Plan (plan 001)
- Methodist Children'S Home — all reported plans
- Texans Anesthesiology Associates 401(K) Plan (plan 001)
- Texans Anesthesia Associates Pllc — all reported plans
- Jim S. Adler & Assoc. 401(K) Retirement Plan (plan 001)
- Jim S. Adler & Associates — all reported plans
- Dgoc Employee Retirement Plan (plan 002)
- Allied Power Services 401(K) Plan (plan 001)
- Allied Power Services, LLC — all reported plans
- Mitchell Auto Group, Inc. 401(K) Plan (plan 001)
- Mitchell Auto Group, Inc. — all reported plans
- Smitty'S Supply, Inc. 401(K) Plan (plan 001)
- Smittys Supply, Inc. — all reported plans
- Nexone, Inc 401(K) Plan (plan 001)
- Nexone, Inc — all reported plans
- Bradford Health Services 401(K) Profit Sharing Pla (plan 001)
- Bradford Health Services — all reported plans
- Workforce Solutions, LLC 401(K) Plan (plan 001)
- Workforce Solutions, LLC — all reported plans
- Pioneer Products, Inc. 401(K) Profit Sharing Plan And Trust (plan 003)
- Pioneer Products, Inc. — all reported plans
- Xyngular/Pure Haven 401(K) Plan (plan 001)
- Xyngular Corporation — all reported plans
- Mission1st Group Inc 401k Profit Sharing Plan And Trust (plan 001)
- Mission1st Group, Inc. — all reported plans
- Hillebrand Gori Usa, LLC. 401(K) Plan (plan 001)
- Hillebrand Gori Usa, LLC. — all reported plans
- Senior Services Retirement Plan (plan 001)
- Meritan, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources