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LEVERAGE FINANCIAL GROUP, LLC 401(K) PLAN 401k Plan overview

Plan NameLEVERAGE FINANCIAL GROUP, LLC 401(K) PLAN
Plan identification number 001

LEVERAGE FINANCIAL GROUP, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEVERAGE FINANCIAL GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:LEVERAGE FINANCIAL GROUP, LLC
Employer identification number (EIN):844132309
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEVERAGE FINANCIAL GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01

Plan Statistics for LEVERAGE FINANCIAL GROUP, LLC 401(K) PLAN

401k plan membership statisitcs for LEVERAGE FINANCIAL GROUP, LLC 401(K) PLAN

Measure Date Value
2025: LEVERAGE FINANCIAL GROUP, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-144
Total number of particpants at end of year2025-07-144
Number of Participants With Account Balances2025-07-144
2024: LEVERAGE FINANCIAL GROUP, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-013
Total number of particpants at end of year2024-10-013
Number of Participants With Account Balances2024-10-010

Financial Data on LEVERAGE FINANCIAL GROUP, LLC 401(K) PLAN

Measure Date Value
2025 : LEVERAGE FINANCIAL GROUP, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-140
Net assets as of the end of the plan year2025-07-14224431
Total assets as of the beginning of the plan year2025-07-140
Participant contributions to plan in this plan year2025-07-1471186
Other income to plan in this plan year2025-07-143344
Plan net income in this plan year2025-07-14224431
Net assets as of the end of the plan year2025-07-14224431
Net assets as of the beginning of the plan year2025-07-140
Employer contributions to plan in this plan year2025-07-14149901
2024 : LEVERAGE FINANCIAL GROUP, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-010
Net assets as of the end of the plan year2024-10-010
Total assets as of the beginning of the plan year2024-10-010
Plan net income in this plan year2024-10-010
Net assets as of the end of the plan year2024-10-010
Net assets as of the beginning of the plan year2024-10-010

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