The Leclerc 401(K) Plan — Form 5500 plan (Leclerc Foods Usa, 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, The Leclerc 401(K) Plan is a benefit plan reported by Leclerc Foods Usa, Inc. under EIN 68-0500243 and plan number 001. The latest loaded filing year is 2023. The filing reports 473 participants and $7,389,818 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$7.4MPlan net assets, end of year$7,389,818
Participants473Covered participants reported
Assets / participant$15.6KComputed: assets ÷ participants$15,623 (computed)
Provider compensation$35K3 Schedule C provider row(s)$35,034
- Plan sponsor
- Leclerc Foods Usa, Inc.
- EIN
- 68-0500243
- Plan number
- 001
- Plan type
- 2
- Location
- Montgomery, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 473 | H, C | 20240830123920NAL0008379795001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$7.4M total assets
Net assets$7.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $7,389,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,389,818
- Net assets (BOY)
- $6,102,565
Income & contributions
- Employer contributions
- $454,117
- Participant contributions
- $802,517
- Total contributions
- $1,285,914
- Total income / additions
- $2,267,166
Expenses & distributions
- Benefits paid
- $942,877
- Administrative expenses
- $37,036
- Total expenses
- $979,913
- Net increase / (decrease)
- $1,287,253
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,649 | $0 | 2023 |
| Securities America Advisors Inc | INVESTMENT ADVISOR | $15,965 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,420 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leclerc Foods Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Montgomery, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Securities America Advisors Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation