How big is Leonard Group, LLC's plan?

Leonard Group, LLC's plan reported $1.4M in assets and 2 participants for 2022.

Original filing (PDF)20230316165245NAL0013272675001

Leonard Group, LLC

Name: Leonard Group, LLC — Leonard Group, LLC 401(k), Form 5500 (2022)
Creator: Leonard Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leonard Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Leonard Group, LLC's Leonard Group, LLC 401(k) Profit Sharing Plan held $1.4M in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Leonard Group, LLC's EIN is 37-1869571.

EIN 37-1869571

Plan number 001

Plan year 2022

ACK ID 20230316165245NAL0013272675001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Leonard Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Leonard Group, LLC'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 LEONARD GROUP, LLC.

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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