· 2022–2024 · DOL EFAST2

Joseph K. Leveno, M.D., P.A. — Joseph K. Leveno, Form 5500 (2025)

Original filing (PDF)20260331141624NAL0000258883001

Joseph K. Leveno, M.D., P.A.

Form 5500-SF

FILING_RECEIVED

Joseph K. Leveno, M.D., P.A. Profit Sharing

Defined-contribution retirement plan · Joseph K. Leveno, M.D., P.A.'s Joseph K. Leveno, M.D., P.A. Profit Sharing held $2.3M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH K. LEVENO, M.D., P.A..

Plan sponsor

Name

JOSEPH K. LEVENO, M.D., P.A.

EIN

75-2940478all filings

Address

7622 KILMICHAEL LN · DALLAS, TX · 752482341

Phone

(972) 596-5821

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-31

Pension benefit codes

2E · Profit-sharing

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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