How many benefit plans does Leavitt Group Enterprises, Inc. report on Form 5500?

Leavitt Group Enterprises, Inc. (EIN 88-0090855) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Leavitt Group Enterprises, Inc.?

The Employer Identification Number (EIN) reported for Leavitt Group Enterprises, Inc. is 88-0090855.

What is the latest Form 5500 filing year for Leavitt Group Enterprises, Inc.?

The latest loaded Form 5500 filing year for Leavitt Group Enterprises, Inc. is 2023.

Leavitt Group Enterprises, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Leavitt Group Enterprises, Inc. (EIN 88-0090855) is a plan sponsor located in Cedar City, UT with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 88-0090855
Location: Cedar City, UT
Loaded plans: 1
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $210,510,710
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $210,510,710

Contributions & income

Employer contributions: $4,953,337
Participant contributions: $14,383,780
Total income / additions: $49,016,518

Expenses & distributions

Benefits paid / distributions: $13,287,051
Total expenses: $13,891,161
Net increase / (decrease): $35,125,357

Coverage

Total reported participants: 4,036
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Leavitt Group Enterprises, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Leavitt Group Profit Sharing And Retirement Savings Employee Stock Ownership Plan	001	4,036	$210,510,710	2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Leavitt Group Enterprises, Inc.
Year	Plan	Participants	Schedules	Filing
2023	The Leavitt Group Profit Sharing And Retirement Savings Employee Stock Ownership Plan	4,036	H, C	20241009113651NAL0009157123001