Plan5500

Leeway, Inc. 401(K) Retirement Plan — Form 5500 plan (Leeway, 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, Leeway, Inc. 401(K) Retirement Plan is a benefit plan reported by Leeway, Inc. under EIN 22-3065847 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $2,237,165 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Leeway, Inc.
EIN
22-3065847
Plan number
001
Plan type
2
Location
New Haven, CT
Latest filing year
2023
Participants
126
End-of-year plan assets
$2,237,165

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20241014112448NAL0014836435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,237,165
Total liabilities (EOY)
$0
Net assets (EOY)
$2,237,165
Net assets (BOY)
$1,734,204

Income & contributions

Employer contributions
$130,966
Participant contributions
$195,862
Total contributions
$326,828
Total income / additions
$613,149

Expenses & distributions

Benefits paid
$95,646
Administrative expenses
$14,542
Total expenses
$110,188
Net increase / (decrease)
$502,961

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Smith Brothers Financial LLCINVESTMENT ADVISOR$7,542not reported in the loaded dataset2023
Leeway, Inc.OTHER$7,000not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages