Johannes Leonardo, LLC 401(K) Retirement Plan And Trust — Form 5500 plan (Johannes Leonardo, LLC)
Plain-English plan 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, Johannes Leonardo, LLC 401(K) Retirement Plan And Trust is a benefit plan reported by Johannes Leonardo, LLC under EIN 26-1250713 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $9,173,658 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.2MPlan net assets, end of year$9,173,658
Participants263Covered participants reported
Assets / participant$34.9KComputed: assets ÷ participants$34,881 (computed)
Provider compensation$34.7K1 Schedule C provider row(s)$34,683
- Plan sponsor
- Johannes Leonardo, LLC
- EIN
- 26-1250713
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20240829051157NAL0007380483001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.2M total assets
Net assets$9.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,173,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,173,658
- Net assets (BOY)
- $6,835,178
Income & contributions
- Employer contributions
- $636,227
- Participant contributions
- $1,230,285
- Total contributions
- $2,249,940
- Total income / additions
- $3,654,058
Expenses & distributions
- Benefits paid
- $1,279,588
- Administrative expenses
- $34,684
- Total expenses
- $1,315,578
- Net increase / (decrease)
- $2,338,480
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $34,683 | $0 | 2023 |