Leonard S. Fiore, Inc. Savings And Prevailing Wage Plan — Form 5500 plan (Leonard S. Fiore, 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, Leonard S. Fiore, Inc. Savings And Prevailing Wage Plan is a benefit plan reported by Leonard S. Fiore, Inc. under EIN 25-1182956 and plan number 002. The latest loaded filing year is 2023. The filing reports 291 participants and $22,996,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leonard S. Fiore, Inc.
- EIN
- 25-1182956
- Plan number
- 002
- Plan type
- 2
- Location
- Altoona, PA
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $22,996,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241014144239NAL0027590817001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,996,464
- Net assets (EOY)
- $22,996,464
- Net assets (BOY)
- $20,753,082
Income & contributions
- Employer contributions
- $2,088,277
- Participant contributions
- $730,200
- Total contributions
- $2,818,549
- Total income / additions
- $5,643,767
Expenses & distributions
- Benefits paid
- $3,229,937
- Administrative expenses
- $59,091
- Total expenses
- $3,400,385
- Net increase / (decrease)
- $2,243,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hefren-Tillotson Inc | INVESTMENT ADVISOR | $57,662 | $0 | 2023 |
| Metro Benefits Inc | CONTRACT ADMIN | $17,737 | $0 | 2023 |
| Robert W Baird & Co Incorporated | INVESTMENT ADVISOR | $5,376 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leonard S. Fiore, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Altoona, PA
- Hefren-Tillotson Inc — Schedule C compensation
- Metro Benefits Inc — Schedule C compensation
- Robert W Baird & Co Incorporated — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation