St Engineering Leeboy 401(K) Retirement Savings Plan — Form 5500 plan (St Engineering Leeboy, 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, St Engineering Leeboy 401(K) Retirement Savings Plan is a benefit plan reported by St Engineering Leeboy, Inc. under EIN 56-1217123 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $24,318,398 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- St Engineering Leeboy, Inc.
- EIN
- 56-1217123
- Plan number
- 001
- Plan type
- 2
- Location
- Lincolnton, NC
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $24,318,398
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20241014172856NAL0053360162001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,318,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,318,398
- Net assets (BOY)
- $20,261,906
Income & contributions
- Employer contributions
- $918,751
- Participant contributions
- $1,594,899
- Total contributions
- $2,769,582
- Total income / additions
- $5,804,381
Expenses & distributions
- Benefits paid
- $1,645,567
- Administrative expenses
- $102,322
- Total expenses
- $1,747,889
- Net increase / (decrease)
- $4,056,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments, LLC | INVESTMENT ADVISOR | $95,385 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,505 | $0 | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $4,856 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $396 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for St Engineering Leeboy, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Lincolnton, NC
- Mercer Investments, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation