Leeds West Groups 401k Retirement Plan — Form 5500 plan (Leeds West Operating Group, LLC)
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, Leeds West Groups 401k Retirement Plan is a benefit plan reported by Leeds West Operating Group, LLC under EIN 87-3873457 and plan number 002. The latest loaded filing year is 2023. The filing reports 638 participants and $14,395,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leeds West Operating Group, LLC
- EIN
- 87-3873457
- Plan number
- 002
- Plan type
- 3
- Location
- Greenwood Village, CO
- Latest filing year
- 2023
- Participants
- 638
- End-of-year plan assets
- $14,395,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 638 | H, C | 20241015175046NAL0016993571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,395,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,395,044
- Net assets (BOY)
- $15,860,228
Income & contributions
- Employer contributions
- $117,802
- Participant contributions
- $846,104
- Total contributions
- $1,505,304
- Total income / additions
- $3,817,983
Expenses & distributions
- Benefits paid
- $5,162,845
- Administrative expenses
- $90,321
- Total expenses
- $5,283,167
- Net increase / (decrease)
- -$1,465,184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporat | BROKE/DEALER | $0 | $18,004 | 2023 |
| Strategic Wealth Advisors Group LLC | SERVICE PROVIDER | $0 | $11,197 | 2023 |
| Tpa Services, Inc. | THIRD PARTY ADMINISTRATO | $0 | $7,394 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $6,333 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leeds West Operating Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Greenwood Village, CO
- Lincoln Financial Advisors Corporat — Schedule C compensation
- Strategic Wealth Advisors Group LLC — Schedule C compensation
- Tpa Services, Inc. — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation