Leaffilter North, LLC 401(K) Plan — Form 5500 plan (Leaffilter North, 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, Leaffilter North, LLC 401(K) Plan is a benefit plan reported by Leaffilter North, LLC under EIN 26-4198045 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,101 participants and $36,122,439 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Leaffilter North, LLC
EIN
26-4198045
Plan number
001
Plan type
2
Location
Hudson, OH
Latest filing year
2023
Participants
3,101
End-of-year plan assets
$36,122,439

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,101H, C20241009155012NAL0019572113003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,122,439
Net assets (EOY)
$36,122,439
Net assets (BOY)
$20,586,391

Income & contributions

Employer contributions
$1,501,903
Participant contributions
$12,490,496
Total contributions
$14,374,406
Total income / additions
$19,186,814

Expenses & distributions

Benefits paid
$3,390,765
Administrative expenses
$254,396
Total expenses
$3,650,766
Net increase / (decrease)
$15,536,048

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionRECORDKEEPER$190,893$02023
Ellsworth Advisors, LLCINVESTMENT ADVISORY - PLA$63,503not reported in the loaded dataset2023

Related Form 5500 pages