Original filing (PDF)20251010165922NAL0013036368001

THE GOLDEN L.E.A.F. (LONG-TERM ECO- NOMIC ADVANCEMENT FOUNDATION), INC

Name: THE GOLDEN L.E.A.F. (LONG-TERM ECO- NOMIC ADVANCEMENT FOUNDATION), INC — GOLDEN LEAF 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: THE GOLDEN L.E.A.F. (LONG-TERM ECO- NOMIC ADVANCEMENT FOUNDATION), INC

Form 5500-SF

FILING_RECEIVED

GOLDEN LEAF 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE GOLDEN L.E.A.F. (LONG-TERM ECO- NOMIC ADVANCEMENT FOUNDATION), INC.

Plan sponsor

Name

THE GOLDEN L.E.A.F. (LONG-TERM ECO- NOMIC ADVANCEMENT FOUNDATION), INC

EIN

52-2204473

Address

301 N. WINSTEAD AVENUE · ROCKY MOUNT, NC · 27804

Phone

(252) 442-7474

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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