2023 Form 5500 filing — Leading Plan Solutions Pooled Employer Plan #1
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 20241015151012NAL0050099424001) for Leading Plan Solutions Pooled Employer Plan #1, reported by Leading Plan Solutions, Inc. under EIN 86-2271858 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015151012NAL0050099424001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Leading Plan Solutions, Inc.
- EIN
- 86-2271858
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 140
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,917,636
- Net assets (EOY)
- $28,917,636
- Employer contributions
- $63,922
- Participant contributions
- $214,968
- Total income / additions
- $10,987,095
- Benefits paid
- $892,551
- Administrative expenses
- $12,296
- Total expenses
- $904,847
- Net increase / (decrease)
- $10,082,248
- Schedule source
- Schedule I