Leesar Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Leesar 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, Leesar Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Leesar Inc. under EIN 26-3818222 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $13,196,032 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.2MPlan net assets, end of year$13,196,032
Participants377Covered participants reported
Assets / participant$35KComputed: assets ÷ participants$35,003 (computed)
Provider compensation$66.8K2 Schedule C provider row(s)$66,788
- Plan sponsor
- Leesar Inc.
- EIN
- 26-3818222
- Plan number
- 001
- Plan type
- 2
- Location
- Ft Myers, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20241031134707NAL0004498626001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.2M total assets
Net assets$13.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,196,032
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,196,032
- Net assets (BOY)
- $11,972,669
Income & contributions
- Employer contributions
- $664,953
- Participant contributions
- $1,083,817
- Total contributions
- $1,778,799
- Total income / additions
- $3,828,847
Expenses & distributions
- Benefits paid
- $2,538,945
- Administrative expenses
- $66,788
- Total expenses
- $2,605,484
- Net increase / (decrease)
- $1,223,363
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets20%Computed ratio
Benefits paid ÷ total income66%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $38,307 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $28,481 | not reported in the loaded dataset | 2023 |