What does Form 5500 Schedule C report about Leavell Investment Management, Inc?

Public Form 5500 Schedule C filings report compensation paid to Leavell Investment Management, Inc as a plan service provider. Across loaded filings, total reported compensation is $81,925.

How many plans report Leavell Investment Management, Inc as a service provider?

Leavell Investment Management, Inc appears on 2 loaded plan(s) across 2 sponsor(s).

Leavell Investment Management, Inc — 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, Leavell Investment Management, Inc is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $81,925 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$81.9KDirect + indirect, across loaded filings$81,925

Plans served2

Plan sponsors2

Filings2

Direct vs. indirect compensation

Direct compensation$81.9K

Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation63%Saad Enterprises Inc.

Top state share of plans100%AL

Plan sponsors served2

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Leavell Investment Management, Inc. Bars show relative scale.

1
Saad Enterprises Inc.$52K
AL · 1 plan(s)
2
Wesco Gas & Welding Supply, Inc$30K
AL · 1 plan(s)

Geographic reach

State footprint

Where Leavell Investment Management, Inc appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

1
AL2 plan(s)

Geographic reach

City footprint

Cities where plans reporting Leavell Investment Management, Inc are sponsored, by plan count.

1
Mobile, AL1 plan(s)
2
Prichard, AL1 plan(s)

By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

1
Saad Healthcare Services 401(K) Profit Sharing Plan$52K
Saad Enterprises Inc., AL · Direct $52K · Indirect $0 · 2023
2
Wesco Gas & Welding Supply, Inc. 401(K) Profit Sharing Plan$30K
Wesco Gas & Welding Supply, Inc, AL · Direct $30K · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Leavell Investment Management, Inc?: Public Form 5500 Schedule C filings report compensation paid to Leavell Investment Management, Inc as a plan service provider. Across loaded filings, total reported compensation is $81,925.
How many plans report Leavell Investment Management, Inc as a service provider?: Leavell Investment Management, Inc appears on 2 loaded plan(s) across 2 sponsor(s).