How big is Jeffrey D. Leong Inc.'s plan?

Jeffrey D. Leong Inc.'s plan reported $19K in assets and 2 participants for 2024.

Original filing (PDF)20250521175643NAL0002442163001

Jeffrey D. Leong Inc.

Name: Jeffrey D. Leong Inc. — Jeffrey D. Leong, Inc., Form 5500 (2024)
Creator: Jeffrey D. Leong Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey D. Leong, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Jeffrey D. Leong Inc.'s Jeffrey D. Leong, Inc. Profit Sharing Plan held $19K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

Plan identifiers

Jeffrey D. Leong Inc.'s EIN is 13-3774016.

EIN 13-3774016

Plan number 001

Plan year 2024

ACK ID 20250521175643NAL0002442163001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey D. Leong Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey D. Leong Inc.'s plan includes profit-sharing.

Decision-maker contacts

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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 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