Frank Leta Holding Co. 401(K) Plan — Form 5500 plan (Frank Leta Holding 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, Frank Leta Holding Co. 401(K) Plan is a benefit plan reported by Frank Leta Holding Co. under EIN 43-1400541 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $8,213,718 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frank Leta Holding Co.
- EIN
- 43-1400541
- Plan number
- 001
- Plan type
- 2
- Location
- Ofallon, MO
- Latest filing year
- 2023
- Participants
- 307
- End-of-year plan assets
- $8,213,718
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 307 | H, C | 20241014160340NAL0027809489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,213,718
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,213,718
- Net assets (BOY)
- $6,509,337
Income & contributions
- Employer contributions
- $149,081
- Participant contributions
- $1,105,885
- Total contributions
- $1,254,966
- Total income / additions
- $2,613,453
Expenses & distributions
- Benefits paid
- $878,176
- Administrative expenses
- $15,903
- Total expenses
- $909,072
- Net increase / (decrease)
- $1,704,381
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wood Financial Partners | ADVISOR | $10,378 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $4,625 | $0 | 2023 |