2023 Form 5500 filing — Leaderstat LLC 401 K Profit Sharing Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715130525NAL0000849395001) for Leaderstat LLC 401 K Profit Sharing Plan And Trust, reported by Leaderstat, LLC under EIN 31-1693909 and plan number 001. It reports 274 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240715130525NAL0000849395001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leaderstat, LLC
- EIN
- 31-1693909
- Plan number
- 001
- Location
- Powell, OH
- Participants
- 274
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,419,168
- Total liabilities (EOY)
- $68,367
- Net assets (EOY)
- $5,350,801
- Employer contributions
- $223,299
- Participant contributions
- $569,331
- Total income / additions
- $1,668,204
- Benefits paid
- $181,864
- Administrative expenses
- $39,784
- Total expenses
- $221,648
- Net increase / (decrease)
- $1,446,556
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $15,078 | $775 |
| Lpl Financial LLC | INVESTMENT ADVISOR | $14,488 | not reported in the loaded dataset |
| Aps Pentegra | CONTRACT ADMINISTRATOR | $10,218 | not reported in the loaded dataset |