2023 Form 5500 filing — Leman Academy Of Excellence 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 20240913154118NAL0005165571001) for Leman Academy Of Excellence 401(K) Plan, reported by Leman Academy Of Excellence, Inc. under EIN 47-1237723 and plan number 001. It reports 878 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913154118NAL0005165571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leman Academy Of Excellence, Inc.
- EIN
- 47-1237723
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 878
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,170,480
- Net assets (EOY)
- $6,170,480
- Employer contributions
- $448,596
- Participant contributions
- $1,040,018
- Total income / additions
- $2,489,759
- Benefits paid
- $1,156,872
- Administrative expenses
- $30,260
- Total expenses
- $1,187,132
- Net increase / (decrease)
- $1,302,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $31,398 | $0 |
| Nova 401(K) Associates | CONTRACT ADMIN | $22,346 | $2,642 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,489 | $0 |