John E. Leonard, Iv 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: John E. Leonard, Iv
  • Sponsor EIN: 475093744
  • Sponsor Address: 17 OSPREY DRIVE, COVENTRY, RI, 02816
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $447,095

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$447,095$0$0
20232$442,938$0$0
20222$358,401$0$0

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