Original filing (PDF)20250925164129NAL0003651475001

LEONARD & LEONARD PC

Name: LEONARD & LEONARD PC — LEONARD A PROFESSION 401(K) PROFIT SHARING PLAN TRUST, Form 5500 (2024)
Creator: LEONARD & LEONARD PC

Form 5500-SF

FILING_RECEIVED

LEONARD A PROFESSION 401(K) PROFIT SHARING PLAN TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$597K

Net assets (EOY)

$597K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEONARD & LEONARD PC.

Plan sponsor

Name

LEONARD & LEONARD PC

EIN

22-2857019

Address

715 N WOOD AVE · LINDEN, NJ · 07036

Phone

(908) 925-3737

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

NEEL, HOOPER & BANES, P.C.

NEEL, HOOPER & BANES, P.C. 401(K) PLAN

$597K · 7 participants

WEINMAN & ASSOCIATES P.C.

WEINMAN & ASSOCIATES 401(K) PLAN

$597K · 10 participants

MINICK LAW, P.C.

MINICK LAW, P.C. 401(K) PLAN

$597K · 21 participants

KRISTA M. PREUSS, CHAPTER 13 STANDING TRUSTEE

KRISTA M. PREUSS RETIREMENT PLAN

$597K · 8 participants

MICHAEL A PENDOLPHI ESQUIRE

MICHAEL A PENDOLPHI ESQ PROFIT SHARING PLAN FBO MICHAEL A PENDOLPHI