· 2022–2024 · DOL EFAST2

LEONIA MEDICAL ASSOCIATES, P.A. — LEONIA MEDICAL ASSOCIATES, P.A. RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20260323085040NAL0001168497001

LEONIA MEDICAL ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

LEONIA MEDICAL ASSOCIATES, P.A. RETIREMENT TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

10

Accounts w/ balance

10

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

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

76

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEONIA MEDICAL ASSOCIATES, P.A..

Plan sponsor

Name

LEONIA MEDICAL ASSOCIATES, P.A.

EIN

22-3522777

Address

25 ROCKWOOD PLACE · ENGLEWOOD, NJ · 07631

Phone

(201) 568-3335

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-03-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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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