2023 Form 5500 filing — Leesar Inc. 401(K) Profit Sharing Plan & Trust
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 20241031134707NAL0004498626001) for Leesar Inc. 401(K) Profit Sharing Plan & Trust, reported by Leesar Inc. under EIN 26-3818222 and plan number 001. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.2MReported net assets$13,196,032
Participants377
Provider compensation$66.8K2 Schedule C row(s)$66,788
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241031134707NAL0004498626001
- Plan sponsor
- Leesar Inc.
- EIN
- 26-3818222
- Plan number
- 001
- Location
- Ft Myers, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.2M total assets
Net assets$13.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,196,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,196,032
- Employer contributions
- $664,953
- Participant contributions
- $1,083,817
- Total income / additions
- $3,828,847
- Benefits paid
- $2,538,945
- Administrative expenses
- $66,788
- Total expenses
- $2,605,484
- Net increase / (decrease)
- $1,223,363
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,307 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $28,481 | not reported in the loaded dataset |