2023 Form 5500 filing — Country Meadows 401(K) Retirement 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 20241015140123NAL0049780656001) for Country Meadows 401(K) Retirement Plan, reported by George M. Leader Family Corporation under EIN 23-2212623 and plan number 002. It reports 2,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140123NAL0049780656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- George M. Leader Family Corporation
- EIN
- 23-2212623
- Plan number
- 002
- Location
- Hershey, PA
- Participants
- 2,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,450,450
- Total liabilities (EOY)
- $411
- Net assets (EOY)
- $38,450,039
- Employer contributions
- $810,788
- Participant contributions
- $2,465,955
- Total income / additions
- $8,823,951
- Benefits paid
- $3,642,167
- Administrative expenses
- $39,597
- Total expenses
- $3,704,144
- Net increase / (decrease)
- $5,119,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus | THIRD PARTY ADMIN | $0 | $17,249 |
| Morningstar Investment Management | SERVICE PROVIDER | $8,504 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $8,504 | $0 |
| Morningstar | SERVICE PROVIDER | $0 | $5,744 |