2023 Form 5500 filing — Lead Bank 401(K) Profit Sharing Plan
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 20240729103013NAL0029615904001) for Lead Bank 401(K) Profit Sharing Plan, reported by Lead Bank under EIN 44-0255510 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729103013NAL0029615904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lead Bank
- EIN
- 44-0255510
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,898,392
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,898,392
- Employer contributions
- $605,995
- Participant contributions
- $1,164,223
- Total income / additions
- $3,382,456
- Benefits paid
- $908,165
- Administrative expenses
- $65,055
- Total expenses
- $973,220
- Net increase / (decrease)
- $2,409,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| One Digital Investment Advisors | INVESTMENT ADVISOR | $18,901 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $14,873 | $0 |
| Eip Corp | CONTRACT ADMIN | $5,490 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MGMT | $5,148 | not reported in the loaded dataset |