Leon Farmer & Company 401(K) Plan — Form 5500 plan (Leon Farmer & Company)
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, Leon Farmer & Company 401(K) Plan is a benefit plan reported by Leon Farmer & Company under EIN 58-0539752 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $12,145,922 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leon Farmer & Company
- EIN
- 58-0539752
- Plan number
- 001
- Plan type
- 2
- Location
- Athens, GA
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $12,145,922
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20240723134841NAL0025765506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,145,922
- Total liabilities (EOY)
- $1
- Net assets (EOY)
- $12,145,921
- Net assets (BOY)
- $11,132,731
Income & contributions
- Employer contributions
- $123,335
- Participant contributions
- $435,423
- Total contributions
- $558,758
- Total income / additions
- $2,269,970
Expenses & distributions
- Benefits paid
- $1,205,495
- Administrative expenses
- $51,285
- Total expenses
- $1,256,780
- Net increase / (decrease)
- $1,013,190
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | ADVISOR | $33,840 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $17,424 | $0 | 2023 |