Plan5500

Leonard Holding Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Leonard Holding Company (EIN 88-0329816) is a plan sponsor located in San Antonio, TX with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
88-0329816
Location
San Antonio, TX
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Leonard Holding Company

  • 3 loaded plans hold $16.2M in reported assets.
  • The largest, Leonard Holding Company 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,162 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16.2MSummed across loaded plans$16,155,993
Total reported assets$16.2M$16,155,993
Total reported participants1.2K1,162
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16.2M total assets
Net assets$16.2MLiabilities$0
Contributions & income
Employer contributions$792.1K
Participant contributions$1.6M
Total income / additions$4.6M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.4M
Net increase / (decrease)$3.2M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Leonard Holding Company 401(K) Plan
Participants per plan387Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Leonard Holding Company 401(K) Plan$16.2M
    Plan #001 · 460 participants · 2023
  2. 2
    Leonard Holding Company Supplemental Welfare Benefit Plannot reported in the loaded dataset
    Plan #510 · 361 participants · 2023
  3. 3
    Leonard Holding Company Employee Health Benefit Plannot reported in the loaded dataset
    Plan #509 · 341 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Leonard Holding Company. Open one for its full reported snapshot.

  1. 2023
    Leonard Holding Company 401(K) Plan460 participants · 2Sch HSch C
    View filing →
  2. 2023
    Leonard Holding Company Employee Health Benefit Plan341 participants · 2No schedules
    View filing →
  3. 2023
    Leonard Holding Company Supplemental Welfare Benefit Plan361 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Leonard Holding Company report on Form 5500?
Leonard Holding Company (EIN 88-0329816) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Leonard Holding Company?
The Employer Identification Number (EIN) reported for Leonard Holding Company is 88-0329816.
What is the latest Form 5500 filing year for Leonard Holding Company?
The latest loaded Form 5500 filing year for Leonard Holding Company is 2023.

Related Form 5500 pages