Original filing (PDF)20250902181848NAL0014634289003

DANN K LEONARD, MD

Name: DANN K LEONARD, MD — DANN K LEONARD, MD 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DANN K LEONARD, MD

Form 5500-SF

FILING_RECEIVED

DANN K LEONARD, MD 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DANN K LEONARD, MD.

Plan sponsor

Name

DANN K LEONARD, MD

EIN

93-1090365

Address

3545 EAGLECREST RD NW · SALEM, OR · 973049528

Phone

(503) 391-2760

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

Related plans

Similar-size Offices of Physicians plans

GHOLAM A. KIANI, M.D., P.A.

GHOLAM A. KIANI, M.D., P.A. 401(K) PLAN

$1.5M · 19 participants

VALLEY OF THE SUN PEDIATRICS PC

VALLEY OF THE SUN PEDIATRICS PC 401(K) PROFIT SHARING PLAN

$1.5M · 3 participants

SAURABH A PANDE PA DBA THE KIDNEY MD

THE KIDNEY MD CASH BALANCE PLAN

$1.5M · 6 participants

ADVANCARE HEALTHCARE SERVICES, LLC

ADVANCARE HEALTHCARE SERVICES, LLC 401(K) PLAN

$1.5M · 37 participants

Z DERMATOLOGY, LLC

Z AESTHETIC DERMATOLOGY 401(K) PROFIT SHARING PLAN