The Leavitt Group Profit Sharing And Retirement Savings Employee Stock Ownership Plan — Form 5500 plan (Leavitt Group Enterprises, 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 Leavitt Group Profit Sharing And Retirement Savings Employee Stock Ownership Plan is a benefit plan reported by Leavitt Group Enterprises, Inc. under EIN 88-0090855 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,036 participants and $210,510,710 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leavitt Group Enterprises, Inc.
- EIN
- 88-0090855
- Plan number
- 001
- Plan type
- 2
- Location
- Cedar City, UT
- Latest filing year
- 2023
- Participants
- 4,036
- End-of-year plan assets
- $210,510,710
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,036 | H, C | 20241009113651NAL0009157123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $210,510,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $210,510,710
- Net assets (BOY)
- $175,385,353
Income & contributions
- Employer contributions
- $4,953,337
- Participant contributions
- $14,383,780
- Total contributions
- $21,579,706
- Total income / additions
- $49,016,518
Expenses & distributions
- Benefits paid
- $13,287,051
- Administrative expenses
- $591,698
- Total expenses
- $13,891,161
- Net increase / (decrease)
- $35,125,357
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $459,862 | not reported in the loaded dataset | 2023 |
| Prime Capital Investment Advisors L | INVESTMENT ADVISOR | $71,999 | not reported in the loaded dataset | 2023 |
| Reagan Consulting Inc | OTHER | $32,500 | not reported in the loaded dataset | 2023 |
| Hinton Burdick, Pllc | AUDITOR | $15,600 | not reported in the loaded dataset | 2023 |
| Durham Jones & Pinegar | ATTORNEY | $11,736 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leavitt Group Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Cedar City, UT
- Empower Advisory Group, LLC — Schedule C compensation
- Prime Capital Investment Advisors L — Schedule C compensation
- Reagan Consulting Inc — Schedule C compensation
- Hinton Burdick, Pllc — Schedule C compensation
- Durham Jones & Pinegar — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation