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, The Leona Group, LLC Employee Deferred Compensation Plan is a benefit plan reported by The Leona Group, LLC under EIN 38-3311066 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,117 participants and $31,517,484 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,517,484
- Net assets (EOY)
- $31,517,484
- Net assets (BOY)
- $27,099,791
Income & contributions
- Employer contributions
- $993,533
- Participant contributions
- $1,475,223
- Total contributions
- $2,518,674
- Total income / additions
- $7,240,601
Expenses & distributions
- Benefits paid
- $2,740,772
- Administrative expenses
- $73,309
- Total expenses
- $2,822,908
- Net increase / (decrease)
- $4,417,693