2023 Form 5500 filing — Johannes Leonardo, LLC 401(K) Retirement 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 20240829051157NAL0007380483001) for Johannes Leonardo, LLC 401(K) Retirement Plan And Trust, reported by Johannes Leonardo, LLC under EIN 26-1250713 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.2MReported net assets$9,173,658
Participants263
Provider compensation$34.7K1 Schedule C row(s)$34,683
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240829051157NAL0007380483001
- Plan sponsor
- Johannes Leonardo, LLC
- EIN
- 26-1250713
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.2M total assets
Net assets$9.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,173,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,173,658
- Employer contributions
- $636,227
- Participant contributions
- $1,230,285
- Total income / additions
- $3,654,058
- Benefits paid
- $1,279,588
- Administrative expenses
- $34,684
- Total expenses
- $1,315,578
- Net increase / (decrease)
- $2,338,480
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $34,683 | $0 |