Leedo 401(K) Plan — Form 5500 plan (Leedo Manufacturing Co., L.P.)
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, Leedo 401(K) Plan is a benefit plan reported by Leedo Manufacturing Co., L.P. under EIN 74-1657212 and plan number 001. The latest loaded filing year is 2023. The filing reports 731 participants and $5,880,796 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leedo Manufacturing Co., L.P.
- EIN
- 74-1657212
- Plan number
- 001
- Plan type
- 2
- Location
- Stafford, TX
- Latest filing year
- 2023
- Participants
- 731
- End-of-year plan assets
- $5,880,796
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 731 | H, C | 20240829095800NAL0026939394001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,880,796
- Total liabilities (EOY)
- $12,332
- Net assets (EOY)
- $5,868,464
- Net assets (BOY)
- $4,575,919
Income & contributions
- Participant contributions
- $870,953
- Total contributions
- $938,390
- Total income / additions
- $1,797,819
Expenses & distributions
- Benefits paid
- $423,368
- Administrative expenses
- $81,906
- Total expenses
- $505,274
- Net increase / (decrease)
- $1,292,545
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $36,991 | $0 | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $32,590 | $0 | 2023 |
| Wells Fargo Advisors, LLC | INVESTMENT ADVISORY-PLAN | $12,325 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leedo Manufacturing Co., L.P.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Stafford, TX
- Transamerica Retirement Solutions — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation