P 401(k) Plan Report

Stable plan record

THE LEONARD FINANCIAL GROUP LLC 401K PS PLAN

Sponsored by THE LEONARD FINANCIAL GROUP, LLC · EIN/PN 743081104-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,045
Administrative cost per participant
2025
$839
Active participants
2025
5
Total plan assets
2025
$765,716
Participant loans as a share of assets
2025
5.9%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260622195508NAL00048889150015$2,045
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.