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, Leadwise 401(K) Plan is a benefit plan reported by Ceso, Inc. under EIN 31-1229907 and plan number 001. The latest loaded filing year is 2023. The filing reports 617 participants and $32,110,679 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,110,679
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,110,679
- Net assets (BOY)
- $24,768,471
Income & contributions
- Employer contributions
- $1,473,746
- Participant contributions
- $3,478,779
- Total contributions
- $5,889,086
- Total income / additions
- $10,713,834
Expenses & distributions
- Benefits paid
- $3,299,488
- Administrative expenses
- $72,138
- Total expenses
- $3,371,626
- Net increase / (decrease)
- $7,342,208