Leatherman Tool Group 401(K) Retirement Plan — Form 5500 plan (Leatherman Tool 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, Leatherman Tool Group 401(K) Retirement Plan is a benefit plan reported by Leatherman Tool Group, Inc. under EIN 93-0841712 and plan number 001. The latest loaded filing year is 2023. The filing reports 640 participants and $41,798,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leatherman Tool Group, Inc.
- EIN
- 93-0841712
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 640
- End-of-year plan assets
- $41,798,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 640 | H, C | 20240821124027NAL0003953921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,798,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,798,377
- Net assets (BOY)
- $34,611,661
Income & contributions
- Employer contributions
- $1,463,364
- Participant contributions
- $2,342,226
- Total contributions
- $4,079,614
- Total income / additions
- $9,699,289
Expenses & distributions
- Benefits paid
- $2,307,346
- Administrative expenses
- $131,516
- Total expenses
- $2,512,573
- Net increase / (decrease)
- $7,186,716
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $60,301 | not reported in the loaded dataset | 2023 |
| Lion Street Advisors LLC | INVESTMENT ADVISOR | $36,897 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,168 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Leatherman Tool Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Empower Advisory Group, LLC — Schedule C compensation
- Lion Street Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation