Plan5500

Leo, Inc. 403(B) Plan — Form 5500 plan (Leo, Inc.)

Plain-English plan 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, Leo, Inc. 403(B) Plan is a benefit plan reported by Leo, Inc. under EIN 04-2378885 and plan number 002. The latest loaded filing year is 2023. The filing reports 145 participants and $5,898,933 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Leo, Inc.
EIN
04-2378885
Plan number
002
Plan type
2
Location
Lynn, MA
Latest filing year
2023
Participants
145
End-of-year plan assets
$5,898,933

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20240924124554NAL0012988273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,898,933
Total liabilities (EOY)
$0
Net assets (EOY)
$5,898,933
Net assets (BOY)
$5,224,572

Income & contributions

Employer contributions
$253,559
Participant contributions
$420,169
Total contributions
$813,486
Total income / additions
$1,463,560

Expenses & distributions

Benefits paid
$744,014
Administrative expenses
$44,698
Total expenses
$789,199
Net increase / (decrease)
$674,361

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncINVESTMENT ADVISORY$29,893$22023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$21,805$02023

Related Form 5500 pages