How big is Leo Mortgage Inc.'s plan?

Leo Mortgage Inc.'s plan reported $1.2M in assets and 4 participants for 2025.

Original filing (PDF)20260430152655NAL0000075473001

Leo Mortgage Inc.

Name: Leo Mortgage Inc. — Leo Mortgage, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Leo Mortgage Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leo Mortgage, Inc. 401(k) Plan

401(k) retirement plan · Leo Mortgage Inc.'s Leo Mortgage, Inc. 401(k) Plan held $1.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Leo Mortgage Inc.'s EIN is 11-3671408.

EIN 11-3671408

Plan number 001

Plan year 2025

ACK ID 20260430152655NAL0000075473001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Leo Mortgage Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEO MORTGAGE 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