· 2022–2024 · DOL EFAST2

LEONE-GREEN & ASSOCIATES, INC. — LEONE-GREEN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250723164843NAL0005741632001

LEONE-GREEN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

LEONE-GREEN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

13

Accounts w/ balance

14

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score

88

/ 100

Grade A

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

58

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEONE-GREEN & ASSOCIATES, INC..

Plan sponsor

Name

LEONE-GREEN & ASSOCIATES, INC.

EIN

58-1454438

Address

1920 GA HIGHWAY 81 S · LOGANVILLE, GA · 30052

Phone

(770) 977-1993

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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