Leasequery 401(K) Plan — Form 5500 plan (Leasequery, LLC)

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, Leasequery 401(K) Plan is a benefit plan reported by Leasequery, LLC under EIN 45-3280405 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $9,624,580 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Leasequery, LLC
EIN
45-3280405
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
359
End-of-year plan assets
$9,624,580

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023359H, C20240910134804NAL0003541299001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,624,580
Total liabilities (EOY)
$0
Net assets (EOY)
$9,624,580
Net assets (BOY)
$5,400,098

Income & contributions

Employer contributions
$1,080,506
Participant contributions
$2,396,167
Total contributions
$3,571,478
Total income / additions
$4,910,857

Expenses & distributions

Benefits paid
$674,829
Administrative expenses
$11,546
Total expenses
$686,375
Net increase / (decrease)
$4,224,482

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Royal Alliance Associates IncOTHER FEES$0$36,6092023
Voya Financial Advisors, IncINVEST ADVISORY$0$3,8162023

Related Form 5500 pages