Leader Dogs Employees 401(K) Profit Sharing Plan — Form 5500 plan (Leader Dogs For The Blind)
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, Leader Dogs Employees 401(K) Profit Sharing Plan is a benefit plan reported by Leader Dogs For The Blind under EIN 38-1366931 and plan number 002. The latest loaded filing year is 2023. The filing reports 222 participants and $18,385,423 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leader Dogs For The Blind
- EIN
- 38-1366931
- Plan number
- 002
- Plan type
- 2
- Location
- Rochester Hills, MI
- Latest filing year
- 2023
- Participants
- 222
- End-of-year plan assets
- $18,385,423
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 222 | H, C | 20241007122301NAL0015153921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,385,423
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,385,423
- Net assets (BOY)
- $15,127,696
Income & contributions
- Employer contributions
- $587,957
- Participant contributions
- $1,015,868
- Total contributions
- $1,977,470
- Total income / additions
- $4,790,370
Expenses & distributions
- Benefits paid
- $1,464,340
- Administrative expenses
- $68,303
- Total expenses
- $1,532,643
- Net increase / (decrease)
- $3,257,727
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sentinel Pension Advisors | ADVISOR | $40,000 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, Inc. | TPA | $20,296 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | CUSTODIAN | $7,732 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leader Dogs For The Blind
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Rochester Hills, MI
- Sentinel Pension Advisors — Schedule C compensation
- Sentinel Benefits Group, Inc. — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation