How big is James Leo, M.D., PLLC's plan?

James Leo, M.D., PLLC's plan reported $3.0M in assets and 1 participants for 2025.

Original filing (PDF)20260511085410NAL0007199952001

James Leo, M.D., PLLC

Name: James Leo, M.D., PLLC — James Leo, M.D., PLLC 401(k), Form 5500 (2025)
Creator: James Leo, M.D., PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Leo, M.D., PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · James Leo, M.D., PLLC's James Leo, M.D., PLLC 401(k) Profit Sharing Plan held $3.0M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

James Leo, M.D., PLLC's EIN is 88-2569999.

EIN 88-2569999

Plan number 001

Plan year 2025

ACK ID 20260511085410NAL0007199952001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James Leo, M.D., PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James Leo, M.D., PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

JAMES LEO, M.D., PLLC

EIN

all filings

Address

1677 COYOTE RD · PRESCOTT, AZ · 86303

Phone

(562) 522-8453

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator