Leamington Co. And Affiliated Employers 401(K) Plan — Form 5500 plan (Leamington Co.)
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, Leamington Co. And Affiliated Employers 401(K) Plan is a benefit plan reported by Leamington Co. under EIN 41-0888402 and plan number 002. The latest loaded filing year is 2023. The filing reports 295 participants and $25,480,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leamington Co.
- EIN
- 41-0888402
- Plan number
- 002
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 295
- End-of-year plan assets
- $25,480,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20240730122856NAL0020695745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,480,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,480,369
- Net assets (BOY)
- $21,599,276
Income & contributions
- Employer contributions
- $555,328
- Participant contributions
- $1,605,960
- Total contributions
- $2,262,074
- Total income / additions
- $5,971,702
Expenses & distributions
- Benefits paid
- $2,033,158
- Administrative expenses
- $48,783
- Total expenses
- $2,090,609
- Net increase / (decrease)
- $3,881,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $48,783 | $0 | 2023 |
| Nylife Securities Inc | ADVISOR | $0 | $33,763 | 2023 |