How big is Leonard Financial LLC's plan?

Leonard Financial LLC's plan reported $126K in assets and 5 participants for 2024.

Original filing (PDF)20260113164849NAL0014572753001

Leonard Financial LLC

Name: Leonard Financial LLC — Cornerstone Financial Group, Form 5500 (2024)
Creator: Leonard Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cornerstone Financial Group 401(k) Plan

401(k) retirement plan · Leonard Financial LLC's Cornerstone Financial Group 401(k) Plan held $126K in plan assets for 5 participants in 2024.

Signals · 1

Late filing · 1.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$126K

Net assets (EOY)

$126K

People on this filing

Troy Leonard signed Leonard Financial LLC's 2024 Form 5500 as plan administrator.

Troy Leonard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Leonard Financial LLC's EIN is 83-1863378.

EIN 83-1863378

Plan number 001

Plan year 2024

ACK ID 20260113164849NAL0014572753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Leonard Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Leonard Financial LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, 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 FINANCIAL 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off