2023 Form 5500 filing — Frank Leta Holding Co. 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 20241014160340NAL0027809489001) for Frank Leta Holding Co. 401(K) Plan, reported by Frank Leta Holding Co. under EIN 43-1400541 and plan number 001. It reports 307 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160340NAL0027809489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frank Leta Holding Co.
- EIN
- 43-1400541
- Plan number
- 001
- Location
- Ofallon, MO
- Participants
- 307
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,213,718
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,213,718
- Employer contributions
- $149,081
- Participant contributions
- $1,105,885
- Total income / additions
- $2,613,453
- Benefits paid
- $878,176
- Administrative expenses
- $15,903
- Total expenses
- $909,072
- Net increase / (decrease)
- $1,704,381
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wood Financial Partners | ADVISOR | $10,378 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $4,625 | $0 |