Original filing (PDF)20250521175643NAL0002442163001

JEFFREY D. LEONG INC.

Name: JEFFREY D. LEONG INC. — JEFFREY D. LEONG, INC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JEFFREY D. LEONG INC.

Form 5500-SF

FILING_RECEIVED

JEFFREY D. LEONG, INC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

JEFFREY D. LEONG INC.

EIN

13-3774016

Address

45 DIVISION ST FL 3 · NEW YORK, NY · 100026775

Phone

(212) 219-1661

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

JEFFREY D. LEONG, TRUSTEE

EIN

13-3774016

City

NEW YORK, NY

Phone

(212) 219-1661

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-21

Pension benefit codes

2E · Profit-sharing

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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