How big is Leonard Insurance Group Inc.'s plan?

Leonard Insurance Group Inc.'s plan reported $2.7M in assets and 8 participants for 2024.

Original filing (PDF)20251117160610NAL0003528514001

Leonard Insurance Group Inc.

Name: Leonard Insurance Group Inc. — Leonard Insurance, Form 5500 (2024)
Creator: Leonard Insurance Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leonard Insurance Group Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Leonard Insurance Group Inc.'s Leonard Insurance Group Inc. 401(k) Profit Sharing Plan held $2.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Leonard Insurance Group Inc.'s EIN is 23-2054773.

EIN 23-2054773

Plan number 002

Plan year 2024

ACK ID 20251117160610NAL0003528514001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leonard Insurance Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leonard Insurance Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score