Leaders Holding Company 401(K) Plan — Form 5500 plan (Leaders Holding 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, Leaders Holding Company 401(K) Plan is a benefit plan reported by Leaders Holding Company under EIN 59-2640693 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $3,143,154 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leaders Holding Company
- EIN
- 59-2640693
- Plan number
- 001
- Plan type
- 2
- Location
- Largo, FL
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $3,143,154
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241017102751NAL0031681745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,143,154
- Total liabilities (EOY)
- $4,884
- Net assets (EOY)
- $3,138,270
- Net assets (BOY)
- $2,558,374
Income & contributions
- Employer contributions
- $71,141
- Participant contributions
- $271,592
- Total contributions
- $406,297
- Total income / additions
- $810,620
Expenses & distributions
- Benefits paid
- $194,748
- Administrative expenses
- $31,092
- Total expenses
- $230,724
- Net increase / (decrease)
- $579,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James | INVESTMENT ADVISOR | $13,542 | not reported in the loaded dataset | 2023 |
| Southern Pension Services | CONTRACT ADMIN | $6,416 | $2,708 | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $8,348 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGER | $4,123 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leaders Holding Company
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Largo, FL
- Raymond James — Schedule C compensation
- Southern Pension Services — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Empower Advisory Group — Schedule C compensation