Original filing (PDF)20250926095742NAL0009977008001

LEESE & CO., INC.

Name: LEESE & CO., INC. — LEESE & CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: LEESE & CO., INC.

Form 5500-SF

FILING_RECEIVED

LEESE & CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$569K

Net assets (EOY)

$569K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEESE & CO., INC..

Plan sponsor

Name

LEESE & CO., INC.

EIN

25-1048612

Address

768 OLD ROUTE 66 · GREENSBURG, PA · 15601

Phone

(724) 834-5810

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

GREEN MACHINE & TOOL, INC

GREEN MACHINE & TOOL, INC. 401(K) PLAN

$569K · 14 participants

NTL PRECISION MACHINING, INC.

NTL PRECISION MACHINING, INC. RETIREMENT PLAN

$569K · 23 participants

POMEROY TOOL INC.

LONG & QUYEN, INC. 401(K) PLAN

$567K · 6 participants

JK ENGINEERING AEROSPACE & DEFENSE

JK ENGINEERING AEROSPACE & DEFENSE 401(K) PLAN

$565K · 27 participants

ARSENAL STRENGTH LLC

ARSENAL STRENGTH RETIREMENT PLAN

$565K · 85 participants