How big is Charles Leonard, Inc.'s plan?

Charles Leonard, Inc.'s plan reported $4.8M in assets and 26 participants for 2022.

Original filing (PDF)20230525070607NAL0024322626001

Charles Leonard, Inc.

Name: Charles Leonard, Inc. — Charles Leonard, Inc. 401(k), Form 5500 (2022)
Creator: Charles Leonard, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Leonard, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Charles Leonard, Inc.'s Charles Leonard, Inc. 401(k) Profit Sharing Plan held $4.8M in plan assets for 26 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Carolyn Danielsson signed Charles Leonard, Inc.'s 2022 Form 5500 as plan administrator.

Carolyn Danielsson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Charles Leonard, Inc.'s EIN is 11-1621188.

EIN 11-1621188

Plan number 003

Plan year 2022

ACK ID 20230525070607NAL0024322626001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Charles Leonard, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Charles Leonard, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES LEONARD, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score