Leaderstat LLC 401 K Profit Sharing Plan and Trust
Leaderstat, LLC, Powell OH. Employer ID 311693909, plan number 001. Annual reports on file for 2009 to 2025.
Where the money went
- Filed 2009-2025Leaderstat LLC 401 K Profit Sharing Plan and Trust, Leaderstat, LLC
- TodayLeaderstat LLC 401 K Profit Sharing Plan and Trust still files. Nationwide keeps the records. That is where to ask.
Records are kept by Nationwide, per the 2023 filing.
Left in 2023, 2024, 2025? Worth asking about employer money
- In plan year 2023, active participants fell from 241 to 172 (29%), and 34 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
- In plan year 2024, active participants fell from 172 to 105 (39%), and 18 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
- In plan year 2025, active participants fell from 105 to 82 (22%), and 13 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing
This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2014 | 25 | — | Filing |
| 2015 | 26 | — | Filing |
| 2016 | 23 | — | Filing |
| 2017 | 32 | — | Filing |
| 2018 | 65 | — | Filing |
| 2019 | 76 | — | Filing |
| 2020 | 88 | — | Filing |
| 2021 | 146 | — | Filing |
| 2022 | 279 | 37 | Filing |
| 2023 | 213 | 40 | Filing |
| 2024 | 160 | 54 | Filing |
| 2025 | 142 | 55 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.