2023 Form 5500 filing — Leitner Poma Of America, Inc 401(K) 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 20240731170557NAL0012927107001) for Leitner Poma Of America, Inc 401(K) Plan, reported by Leitner Poma Of America, Inc under EIN 84-0840513 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731170557NAL0012927107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leitner Poma Of America, Inc
- EIN
- 84-0840513
- Plan number
- 001
- Location
- Grand Junction, CO
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,222,997
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,222,997
- Employer contributions
- $306,847
- Participant contributions
- $1,270,168
- Total income / additions
- $4,755,154
- Benefits paid
- $1,722,958
- Administrative expenses
- $43,670
- Total expenses
- $1,766,628
- Net increase / (decrease)
- $2,988,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | INVESTMENT ADVISOR | $20,100 | not reported in the loaded dataset |
| Great West Life & Annuity Insurance | RECORDKEEPER | $19,415 | $0 |
| Qualified Pension Services | CONTACT ADMIN | $5,965 | not reported in the loaded dataset |