How big is David L. Leon PC's plan?

David L. Leon PC's plan reported $586K in assets and 8 participants for 2024.

Original filing (PDF)20250709050250NAL0003094387001

David L. Leon PC

Name: David L. Leon PC — David L Leon PC 401(k) Profit, Form 5500 (2024)
Creator: David L. Leon PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David L Leon PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · David L. Leon PC's David L Leon PC 401(k) Profit Sharing Plan & Trust held $586K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$586K

Net assets (EOY)

$586K

People on this filing

Anna Guzman signed David L. Leon PC's 2024 Form 5500 as plan administrator.

Anna Guzman — 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

David L. Leon PC's EIN is 11-3661285.

EIN 11-3661285

Plan number 001

Plan year 2024

ACK ID 20250709050250NAL0003094387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David L. Leon PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David L. Leon PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID L. LEON PC.

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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