Original filing (PDF)20250122164711NAL0007975056001

SALVATORE A. LEO, M.D., P.C.

Name: SALVATORE A. LEO, M.D., P.C. — SALVATORE A. LEO, P.C. RETIREMENT TRUST, Form 5500 (2023)
Creator: SALVATORE A. LEO, M.D., P.C.

Form 5500-SF

FILING_RECEIVED

SALVATORE A. LEO, P.C. RETIREMENT TRUST

Defined-contribution 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 SALVATORE A. LEO, M.D., P.C..

Plan sponsor

Name

SALVATORE A. LEO, M.D., P.C.

EIN

11-2511041

Address

20 DANIEL LANE · DIX HILLS, NY · 11746

Phone

(631) 242-7272

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-01-22

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

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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