2023 Form 5500 filing — St Engineering Leeboy 401(K) Retirement Savings 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 20241014172856NAL0053360162001) for St Engineering Leeboy 401(K) Retirement Savings Plan, reported by St Engineering Leeboy, Inc. under EIN 56-1217123 and plan number 001. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014172856NAL0053360162001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St Engineering Leeboy, Inc.
- EIN
- 56-1217123
- Plan number
- 001
- Location
- Lincolnton, NC
- Participants
- 419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,318,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,318,398
- Employer contributions
- $918,751
- Participant contributions
- $1,594,899
- Total income / additions
- $5,804,381
- Benefits paid
- $1,645,567
- Administrative expenses
- $102,322
- Total expenses
- $1,747,889
- Net increase / (decrease)
- $4,056,492
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments, LLC | INVESTMENT ADVISOR | $95,385 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,505 | $0 |
| Transamerica Retirement Solutions | RECORDKEEPER | $4,856 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $396 | not reported in the loaded dataset |