How big is James D. Leo, M.D., Inc.'s plan?

James D. Leo, M.D., Inc.'s plan reported $3.2M in assets and 4 participants for 2024.

Original filing (PDF)20250704073657NAL0000488355001

James D. Leo, M.D., Inc.

Name: James D. Leo, M.D., Inc. — James D. Leo, M.D., Inc., Form 5500 (2024)
Creator: James D. Leo, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James D. Leo, M.D., Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · James D. Leo, M.D., Inc.'s James D. Leo, M.D., Inc. Defined Benefit Pension Plan held $3.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

James D. Leo, M.D., Inc.'s EIN is 33-0950658.

EIN 33-0950658

Plan number 002

Plan year 2024

ACK ID 20250704073657NAL0000488355001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James D. Leo, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James D. Leo, M.D., Inc.'s plan includes a defined-benefit pension formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score