Leading Solutions LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Leading Solutions LLC)
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, Leading Solutions LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Leading Solutions LLC under EIN 26-0188418 and plan number 001. The latest loaded filing year is 2023. The filing reports 208 participants and $1,190,125 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leading Solutions LLC
- EIN
- 26-0188418
- Plan number
- 001
- Plan type
- 2
- Location
- Kissimmee, FL
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $1,190,125
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241008101305NAL0017389393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,190,125
- Total liabilities (EOY)
- $30
- Net assets (EOY)
- $1,190,095
- Net assets (BOY)
- $676,269
Income & contributions
- Employer contributions
- $137,454
- Participant contributions
- $309,859
- Total contributions
- $462,079
- Total income / additions
- $641,818
Expenses & distributions
- Benefits paid
- $122,001
- Administrative expenses
- $5,991
- Total expenses
- $127,992
- Net increase / (decrease)
- $513,826
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,947 | $0 | 2023 |
| Resources Investment Advisors, LLC | INVESTMENT MGMT | $15 | not reported in the loaded dataset | 2023 |