Leman Academy Of Excellence 401(K) Plan — Form 5500 plan (Leman Academy Of Excellence, 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 Academy Of Excellence 401(K) Plan is a benefit plan reported by Leman Academy Of Excellence, Inc. under EIN 47-1237723 and plan number 001. The latest loaded filing year is 2023. The filing reports 878 participants and $6,170,480 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leman Academy Of Excellence, Inc.
- EIN
- 47-1237723
- Plan number
- 001
- Plan type
- 2
- Location
- Tucson, AZ
- Latest filing year
- 2023
- Participants
- 878
- End-of-year plan assets
- $6,170,480
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 878 | H, C | 20240913154118NAL0005165571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,170,480
- Net assets (EOY)
- $6,170,480
- Net assets (BOY)
- $4,867,853
Income & contributions
- Employer contributions
- $448,596
- Participant contributions
- $1,040,018
- Total contributions
- $1,572,312
- Total income / additions
- $2,489,759
Expenses & distributions
- Benefits paid
- $1,156,872
- Administrative expenses
- $30,260
- Total expenses
- $1,187,132
- Net increase / (decrease)
- $1,302,627
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $31,398 | $0 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMIN | $22,346 | $2,642 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $8,489 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leman Academy Of Excellence, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Tucson, AZ
- Global Retirement Partners LLC — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation