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BARRY LEONARD, O.D., INC. — BARRY LEONARD, O.D., INC. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250917105127NAL0000200003001
BARRY LEONARD, O.D., INC.
Form 5500-SF
FILING_RECEIVED
BARRY LEONARD, O.D., INC. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
BARRY LEONARD, O.D., INC.
.
Find decision makers
Plan sponsor
Name
BARRY LEONARD, O.D., INC.
EIN
95-4766913
Address
14425 CHASE STREET · PANORAMA CITY, CA · 91402
Phone
(818) 891-6711
Industry
Health Care & Social Assistance
see 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
2025-09-17
Pension benefit codes
1C · Cash balance or similar hybrid DB
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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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.
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