Back to filter
Original filing (PDF)20250512093542NAL0012567235001
LEON J. LEONARD, DMD, PC
Form 5500-SF
FILING_RECEIVED
LEON AND CARALYN LEONARD 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
17
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEON J. LEONARD, DMD, PC.
Plan sponsor
Name
LEON J. LEONARD, DMD, PC
EIN
58-2363849
Address
10115 CROWN RIDGE DRIVE, SUITE 102 · COVINGTON, GA · 30014
Phone
(770) 922-4300
Industry
Offices of Dentists· Health Care & Social Assistancesee all
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
2025-05-12
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Offices of Dentists plans
DRS. BOLES & HAM, P.A.
DRS. BOLES & HAM, P. A. 401K PROFIT SHARING PLAN
$11.8M · 39 participants
KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION
KUBO ORTHODONTIC GROUP, A DENTAL CORPORATION PROFIT SHARING PLAN
$11.8M · 13 participants
ARNOLD B. JACOBS, D.D.S.
ARNOLD B. JACOBS, D.D.S. PROFIT SHARING PLAN
$11.8M · 3 participants
AHERN & NICHOLS FAMILY DENTISTRY, P.A.
AHERN & NICHOLS FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN
$11.7M · 46 participants
DR. LEONARD GOLDMAN, P.A.
DR. LEONARD GOLDMAN, P.A. PROFIT SHARING PLAN & TRUST
$11.8M · 6 participants
SMITH, GRAY, GRAY & MORRIS LEASING
SMITH, GRAY, GRAY & MORRIS LEASING PROFIT SHARING PLAN
$11.9M · 71 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants