Country Meadows 401(K) Retirement Plan — Form 5500 plan (George M. Leader Family Corporation)
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, Country Meadows 401(K) Retirement Plan is a benefit plan reported by George M. Leader Family Corporation under EIN 23-2212623 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,021 participants and $38,450,450 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- George M. Leader Family Corporation
- EIN
- 23-2212623
- Plan number
- 002
- Plan type
- 2
- Location
- Hershey, PA
- Latest filing year
- 2023
- Participants
- 2,021
- End-of-year plan assets
- $38,450,450
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,021 | H, C | 20241015140123NAL0049780656001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,450,450
- Total liabilities (EOY)
- $411
- Net assets (EOY)
- $38,450,039
- Net assets (BOY)
- $33,330,232
Income & contributions
- Employer contributions
- $810,788
- Participant contributions
- $2,465,955
- Total contributions
- $3,514,552
- Total income / additions
- $8,823,951
Expenses & distributions
- Benefits paid
- $3,642,167
- Administrative expenses
- $39,597
- Total expenses
- $3,704,144
- Net increase / (decrease)
- $5,119,807
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus | THIRD PARTY ADMIN | $0 | $17,249 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $8,504 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $8,504 | $0 | 2023 |
| Morningstar | SERVICE PROVIDER | $0 | $5,744 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for George M. Leader Family Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Hershey, PA
- Ascensus — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Morningstar — Schedule C compensation