2023 Form 5500 filing — Leedo 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 20240829095800NAL0026939394001) for Leedo 401(K) Plan, reported by Leedo Manufacturing Co., L.P. under EIN 74-1657212 and plan number 001. It reports 731 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829095800NAL0026939394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leedo Manufacturing Co., L.P.
- EIN
- 74-1657212
- Plan number
- 001
- Location
- Stafford, TX
- Participants
- 731
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,880,796
- Total liabilities (EOY)
- $12,332
- Net assets (EOY)
- $5,868,464
- Participant contributions
- $870,953
- Total income / additions
- $1,797,819
- Benefits paid
- $423,368
- Administrative expenses
- $81,906
- Total expenses
- $505,274
- Net increase / (decrease)
- $1,292,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $36,991 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $32,590 | $0 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISORY-PLAN | $12,325 | not reported in the loaded dataset |