Original filing (PDF)20241220103120NAL0003376115001

PHILIP J. LEONARD, M.D.

Name: PHILIP J. LEONARD, M.D. — PHILIP J. LEONARD, M.D. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: PHILIP J. LEONARD, M.D.

Form 5500-SF

FILING_RECEIVED

PHILIP J. LEONARD, M.D. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 1.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$274K

Net assets (EOY)

$274K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.1 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILIP J. LEONARD, M.D..

Plan sponsor

Name

PHILIP J. LEONARD, M.D.

EIN

74-2219364

Address

711 W 38TH ST STE C6 · AUSTIN, TX · 787051126

Phone

(512) 453-1271

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-12-20

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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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