How big is Dr Susan Leoni's plan?

Dr Susan Leoni's plan reported $178K in assets and 2 participants for 2024.

Original filing (PDF)20250624135635NAL0009994368001

Dr Susan Leoni

Name: Dr Susan Leoni — Dr Susan Leoni 401(k) Plan, Form 5500 (2024)
Creator: Dr Susan Leoni
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr Susan Leoni 401(k) Plan

401(k) retirement plan · Dr Susan Leoni's Dr Susan Leoni 401(k) Plan held $178K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$178K

Net assets (EOY)

$178K

People on this filing

Susan Leoni signed Dr Susan Leoni's 2024 Form 5500 as plan administrator.

Susan Leoni — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dr Susan Leoni's EIN is 26-1924708.

EIN 26-1924708

Plan number 001

Plan year 2024

ACK ID 20250624135635NAL0009994368001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr Susan Leoni from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr Susan Leoni's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR SUSAN LEONI.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

DR SUSAN LEONI

EIN

all filings

Address

725 SKIPPACK PIKE SUITE #125 · BLUE BELL, PA · 19422

Phone

(215) 641-2800

Industry

Offices of Dentists· Health Care & Social Assistance

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

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

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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