Leman U.S.A. Inc., Profit Sharing/401(K) Plan — Form 5500 plan (Leman U.S.A. 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, Leman U.S.A. Inc., Profit Sharing/401(K) Plan is a benefit plan reported by Leman U.S.A. Inc. under EIN 39-1539537 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $8,410,529 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Leman U.S.A. Inc.
EIN
39-1539537
Plan number
001
Plan type
2
Location
Sturtevant, WI
Latest filing year
2023
Participants
220
End-of-year plan assets
$8,410,529

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20241014165318NAL0026763297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,410,529
Total liabilities (EOY)
$0
Net assets (EOY)
$8,410,529
Net assets (BOY)
$7,594,590

Income & contributions

Employer contributions
$267,581
Participant contributions
$523,681
Total contributions
$929,444
Total income / additions
$2,147,482

Expenses & distributions

Benefits paid
$1,311,619
Administrative expenses
$19,924
Total expenses
$1,331,543
Net increase / (decrease)
$815,939

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCINVESTMENT ADVISOR$18,574not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$1,350$02023

Related Form 5500 pages