· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LEESONA INC. — LEESONA, INC. SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250730160537NAL0004343185001
LEESONA INC.
Form 5500-SF
FILING_RECEIVED
LEESONA, INC. SAVINGS PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
23
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LEESONA INC.
.
Find decision makers
Plan sponsor
Name
LEESONA INC.
EIN
83-4622235
Address
2050-B WILLOW SPRINGS LANE · BURLINGTON, NC · 27215
Phone
(336) 226-5511
Industry
Manufacturing
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Manufacturing plans
MACTRONIX SYSTEMS, LLC
MACTRONIX SAVINGS & RETIREMENT 401(K) PLAN
$3.7M · 17 participants
MID KANSAS MACHINE, INC.
MID KANSAS MACHINE, INC. 401(K)/PROFIT SHARING PLAN
$3.7M · 23 participants
KOHLER INDUSTRIES
KOHLER INDUSTRIES 401(K) PLAN
$3.7M · 29 participants
INNIO WAUKESHA GAS ENGINES, INC.
WAUKESHA GAS ENGINES PENSION PLAN
$3.7M
ROUGHNECK SUPPLY L.L.C.
ROUGHNECK SUPPLY SAVINGS INCENTIVE PLAN
$3.7M · 43 participants
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.
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MACHINE COMPONENTS CORP.
MACHINE COMPONENTS CORP. 401 K PLAN
$3.7M · 26 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
