Original filing (PDF)20230525070607NAL0024322626001

CHARLES LEONARD, INC.

Name: CHARLES LEONARD, INC. — CHARLES LEONARD, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: CHARLES LEONARD, INC.

Form 5500-SF

FILING_RECEIVED

CHARLES LEONARD, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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 CHARLES LEONARD, INC..

Plan sponsor

Name

CHARLES LEONARD, INC.

EIN

11-1621188

Address

145 KENNEDY DRIVE · HAUPPAUGE, NY · 11788

Phone

(631) 273-6777

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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SEE ALL INDUSTRIES, INC.