Original filing (PDF)20250613001854NAL0049129538001

ROBERT H Y LEONG & COMPANY, CERTIFI

Name: ROBERT H Y LEONG & COMPANY, CERTIFI — ROBERT H Y LEONG & COMPANY CERTIFIED PUBLIC ACCOUNTANTS, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: ROBERT H Y LEONG & COMPANY, CERTIFI

Form 5500-SF

FILING_RECEIVED

ROBERT H Y LEONG & COMPANY CERTIFIED PUBLIC ACCOUNTANTS, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

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 ROBERT H Y LEONG & COMPANY, CERTIFI.

Plan sponsor

Name

ROBERT H Y LEONG & COMPANY, CERTIFI

EIN

99-0183523

Address

1164 BISHOP STREET SUITE 530 · HONOLULU, HI · 96813

Phone

(808) 523-1621

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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