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, Leupold & Stevens Retirement Savings Plan is a benefit plan reported by Leupold & Stevens, Inc. under EIN 93-0372974 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,052 participants and $125,277,629 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,277,629
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,277,629
- Net assets (BOY)
- $103,306,899
Income & contributions
- Employer contributions
- $4,605,572
- Participant contributions
- $5,206,029
- Total contributions
- $14,359,751
- Total income / additions
- $31,931,088
Expenses & distributions
- Benefits paid
- $9,855,441
- Administrative expenses
- $104,917
- Total expenses
- $9,960,358
- Net increase / (decrease)
- $21,970,730