2023 Form 5500 filing — Leonard Holding Company 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240923162721NAL0011628769001) for Leonard Holding Company 401(K) Plan, reported by Leonard Holding Company under EIN 88-0329816 and plan number 001. It reports 460 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$16.2MReported net assets$16,155,993

Participants460

Provider compensation$74.5K2 Schedule C row(s)$74,490

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240923162721NAL0011628769001
Plan sponsor: Leonard Holding Company
EIN: 88-0329816
Plan number: 001
Location: San Antonio, TX
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.2M total assets

Net assets$16.2MLiabilities$0

Money in vs. money out

Total income / additions$4.6M

Total expenses$1.4M

Benefits paid / distributions$1.3M

Contributions

Employer$792.1K

Participant$1.6M

Full reported line items

Total assets (EOY): $16,155,993
Total liabilities (EOY): $0
Net assets (EOY): $16,155,993
Employer contributions: $792,085
Participant contributions: $1,575,618
Total income / additions: $4,579,562
Benefits paid: $1,281,837
Administrative expenses: $74,490
Total expenses: $1,356,327
Net increase / (decrease): $3,223,235

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Merrill Lynch Pierce Fenner & Smith$43.3K
ADVISOR · Direct $43.3K
2
Newport Group, Inc.$31.2K
RECORDKEEPER · Direct $31.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923162721NAL0011628769001 cover?: It is the 2023 Form 5500 filing for Leonard Holding Company 401(K) Plan, reported by Leonard Holding Company (EIN 88-0329816).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).