2023 Form 5500 filing — Leopardo Companies, Inc. 401(K) 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 20250715100641NAL0001498339001) for Leopardo Companies, Inc. 401(K) Savings Plan, reported by Leopardo Companies, Inc. under EIN 36-3046570 and plan number 003. It reports 483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715100641NAL0001498339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Leopardo Companies, Inc.
- EIN
- 36-3046570
- Plan number
- 003
- Location
- Hoffman Estates, IL
- Participants
- 483
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,647,387
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,647,387
- Employer contributions
- $766,795
- Participant contributions
- $2,758,897
- Total income / additions
- $13,560,030
- Benefits paid
- $1,303,568
- Administrative expenses
- $131,081
- Total expenses
- $1,434,649
- Net increase / (decrease)
- $12,125,381
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVEST. ADVISOR | $79,580 | $0 |
| Cliftonlarsonallen Llp | AUDITOR | $5,163 | not reported in the loaded dataset |