401k Plan data: L.S.B. LEAKEY FOUNDATION GRA DEFERRED plan

L.S.B. LEAKEY FOUNDATION GRA DEFERRED 401k Plan overview

Plan Name	L.S.B. LEAKEY FOUNDATION GRA DEFERRED
Plan identification number	002

L.S.B. LEAKEY FOUNDATION GRA DEFERRED Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LSB LEAKEY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: LSB LEAKEY FOUNDATION

Employer identification number (EIN): 952536475

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L.S.B. LEAKEY FOUNDATION GRA DEFERRED

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 RACHEL ROBERTS 2024-05-17 RACHEL ROBERTS 2024-05-17
002 2022-01-01 RACHEL ROBERTS 2023-06-28
002 2020-01-01 RACHEL ROBERTS 2021-05-18
002 2019-01-01 RACHEL ROBERTS 2020-05-11
002 2018-01-01 RACHEL ROBERTS 2019-05-22
002 2017-01-01 RACHEL ROBERTS 2018-06-25
002 2016-01-01 RACHEL ROBERTS 2017-05-31
002 2016-01-01 RACHEL ROBERTS 2019-05-22
002 2015-01-01 RACHEL ROBERTS 2016-05-31
002 2014-01-01 RACHEL ROBERTS 2015-04-16
002 2013-01-01 KATHLEEN FAW 2014-07-02
002 2012-01-01 GRETCHEN STONE 2013-08-16 GRETCHEN STONE 2013-08-16
002 2010-01-01 GRETCHEN STONE 2011-04-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	RACHEL ROBERTS	2024-05-17	RACHEL ROBERTS	2024-05-17
002	2022-01-01	RACHEL ROBERTS	2023-06-28
002	2020-01-01	RACHEL ROBERTS	2021-05-18
002	2019-01-01	RACHEL ROBERTS	2020-05-11
002	2018-01-01	RACHEL ROBERTS	2019-05-22
002	2017-01-01	RACHEL ROBERTS	2018-06-25
002	2016-01-01	RACHEL ROBERTS	2017-05-31
002	2016-01-01	RACHEL ROBERTS	2019-05-22
002	2015-01-01	RACHEL ROBERTS	2016-05-31
002	2014-01-01	RACHEL ROBERTS	2015-04-16
002	2013-01-01	KATHLEEN FAW	2014-07-02
002	2012-01-01	GRETCHEN STONE	2013-08-16	GRETCHEN STONE	2013-08-16
002	2010-01-01	GRETCHEN STONE	2011-04-20

Plan Statistics for L.S.B. LEAKEY FOUNDATION GRA DEFERRED

401k plan membership statisitcs for L.S.B. LEAKEY FOUNDATION GRA DEFERRED

Measure Date Value
2025: L.S.B. LEAKEY FOUNDATION GRA DEFERRED 2025 401k membership
Total number of particpants at beginning of year 2025-05-21 11
Total number of particpants at end of year 2025-05-21 11
Number of Participants With Account Balances 2025-05-21 11
2024: L.S.B. LEAKEY FOUNDATION GRA DEFERRED 2024 401k membership
Total number of particpants at beginning of year 2024-05-17 11
Total number of particpants at end of year 2024-05-17 11
Number of Participants With Account Balances 2024-05-17 11

Measure	Date	Value
2025: L.S.B. LEAKEY FOUNDATION GRA DEFERRED 2025 401k membership
Total number of particpants at beginning of year	2025-05-21	11
Total number of particpants at end of year	2025-05-21	11
Number of Participants With Account Balances	2025-05-21	11
2024: L.S.B. LEAKEY FOUNDATION GRA DEFERRED 2024 401k membership
Total number of particpants at beginning of year	2024-05-17	11
Total number of particpants at end of year	2024-05-17	11
Number of Participants With Account Balances	2024-05-17	11

Financial Data on L.S.B. LEAKEY FOUNDATION GRA DEFERRED

Measure	Date	Value
2025 : L.S.B. LEAKEY FOUNDATION GRA DEFERRED 2025 401k financial data
Total liabilities as of the end of the plan year	2025-05-21	0
Total liabilities as of the beginning of the plan year	2025-05-21	0
Net assets as of the end of the plan year	2025-05-21	857433
Total assets as of the beginning of the plan year	2025-05-21	674664
Value of plan covered by a fidelity bond	2025-05-21	500000
Participant contributions to plan in this plan year	2025-05-21	85646
Other income to plan in this plan year	2025-05-21	97122
Plan net income in this plan year	2025-05-21	182768
Net assets as of the end of the plan year	2025-05-21	857433
Net assets as of the beginning of the plan year	2025-05-21	674664
Employer contributions to plan in this plan year	2025-05-21	0
2024 : L.S.B. LEAKEY FOUNDATION GRA DEFERRED 2024 401k financial data
Total transfers to/from plan in this plan year	2024-05-17	0
Total liabilities as of the end of the plan year	2024-05-17	0
Total liabilities as of the beginning of the plan year	2024-05-17	0
Total expenses incurred by plan in this plan year	2024-05-17	0
Net assets as of the end of the plan year	2024-05-17	674664
Total assets as of the beginning of the plan year	2024-05-17	473382
Value of plan covered by a fidelity bond	2024-05-17	500000
Participant contributions to plan in this plan year	2024-05-17	108086
Other expenses paid from plan in this plan year	2024-05-17	0
Other contributions to plan in this plan year	2024-05-17	0
Other income to plan in this plan year	2024-05-17	93196
Plan net income in this plan year	2024-05-17	201282
Net assets as of the end of the plan year	2024-05-17	674664
Net assets as of the beginning of the plan year	2024-05-17	473382
Employer contributions to plan in this plan year	2024-05-17	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-17	0

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Company Name:	LSB LEAKEY FOUNDATION
Employer identification number (EIN):	952536475
NAIC Classification:	611000