Laeg 401(K) Plan — Form 5500 plan (Leona Arizona Employment Group, 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, Laeg 401(K) Plan is a benefit plan reported by Leona Arizona Employment Group, Inc under EIN 86-1011928 and plan number 001. The latest loaded filing year is 2023. The filing reports 900 participants and $23,728,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leona Arizona Employment Group, Inc
- EIN
- 86-1011928
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 900
- End-of-year plan assets
- $23,728,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 900 | H, C | 20241014131620NAL0044610112004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,728,086
- Net assets (EOY)
- $23,728,086
- Net assets (BOY)
- $19,790,667
Income & contributions
- Employer contributions
- $851,624
- Participant contributions
- $1,155,504
- Total contributions
- $2,020,927
- Total income / additions
- $5,604,927
Expenses & distributions
- Benefits paid
- $1,549,785
- Administrative expenses
- $58,984
- Total expenses
- $1,667,508
- Net increase / (decrease)
- $3,937,419
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory Group LLC | INVESTMENT ADVISOR | $31,217 | not reported in the loaded dataset | 2023 |
| Transamerica Retirment Solutions | RECORDKEEPER | $27,767 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leona Arizona Employment Group, Inc
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Sageview Advisory Group LLC — Schedule C compensation
- Transamerica Retirment Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation