401k Plan data: LEONARD, SCIOLLA, LLP 401K PROFIT SHARING PLAN plan

LEONARD, SCIOLLA, LLP 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	LEONARD, SCIOLLA, LLP 401K PROFIT SHARING PLAN
Plan identification number	002

LEONARD, SCIOLLA, LLP 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEONARD, SCIOLLA, LEONARD & TINARI, LLP DBA LEONARD SCIOLLA, LLP has sponsored the creation of one or more 401k plans.

Company Name: LEONARD, SCIOLLA, LEONARD & TINARI, LLP DBA LEONARD SCIOLLA, LLP

Employer identification number (EIN): 232222265

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEONARD, SCIOLLA, LLP 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 JOHN J. LEONARD 2017-08-25
002 2015-01-01 JOHN J. LEONARD 2016-05-18
002 2014-01-01 JOHN J. LEONARD 2015-08-13
002 2013-01-01 JOHN J. LEONARD 2014-09-22
002 2012-01-01 JOHN J. LEONARD 2013-09-11
002 2011-01-01 JOHN J. LEONARD 2012-07-16 JOHN J. LEONARD 2012-07-16
002 2009-01-01 JOHN J. LEONARD
002 2009-01-01 JOHN J. LEONARD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	JOHN J. LEONARD	2017-08-25
002	2015-01-01	JOHN J. LEONARD	2016-05-18
002	2014-01-01	JOHN J. LEONARD	2015-08-13
002	2013-01-01	JOHN J. LEONARD	2014-09-22
002	2012-01-01	JOHN J. LEONARD	2013-09-11
002	2011-01-01	JOHN J. LEONARD	2012-07-16	JOHN J. LEONARD	2012-07-16
002	2009-01-01	JOHN J. LEONARD
002	2009-01-01	JOHN J. LEONARD

Financial Data on LEONARD, SCIOLLA, LLP 401K PROFIT SHARING PLAN

Measure	Date	Value
2025 : LEONARD, SCIOLLA, LLP 401K PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-08	1092453
Net assets as of the end of the plan year	2025-10-08	2564322
Total assets as of the beginning of the plan year	2025-10-08	3326148
Value of plan covered by a fidelity bond	2025-10-08	425000
Participant contributions to plan in this plan year	2025-10-08	30315
Value of participant loans at end of plan year	2025-10-08	7784
Other income to plan in this plan year	2025-10-08	287167
Plan net income in this plan year	2025-10-08	-761826
Net assets as of the end of the plan year	2025-10-08	2564322
Net assets as of the beginning of the plan year	2025-10-08	3326148
Employer contributions to plan in this plan year	2025-10-08	13145
Fees paid to broker by Benefit Provider	2025-10-08	173
2024 : LEONARD, SCIOLLA, LLP 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-23	818392
Net assets as of the end of the plan year	2024-09-23	3326148
Total assets as of the beginning of the plan year	2024-09-23	3761356
Value of plan covered by a fidelity bond	2024-09-23	425000
Participant contributions to plan in this plan year	2024-09-23	46633
Value of participant loans at end of plan year	2024-09-23	21273
Other income to plan in this plan year	2024-09-23	315028
Plan net income in this plan year	2024-09-23	-435208
Net assets as of the end of the plan year	2024-09-23	3326148
Net assets as of the beginning of the plan year	2024-09-23	3761356
Employer contributions to plan in this plan year	2024-09-23	21523
Fees paid to broker by Benefit Provider	2024-09-23	4309
2010 : LEONARD, SCIOLLA, LLP 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$305,841
Expenses. Total of all expenses incurred	2010-12-31	$16,103
Benefits paid (including direct rollovers)	2010-12-31	$16,103
Total plan assets at end of year	2010-12-31	$2,226,113
Total plan assets at beginning of year	2010-12-31	$1,936,375
Value of fidelity bond covering the plan	2010-12-31	$220,000
Total contributions received or receivable from participants	2010-12-31	$42,105
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$226,834
Net income (gross income less expenses)	2010-12-31	$289,738
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,226,113
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,936,375
Assets. Value of participant loans	2010-12-31	$43,680
Total contributions received or receivable from employer(s)	2010-12-31	$36,902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LEONARD, SCIOLLA, LLP 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LEONARD, SCIOLLA, LLP 401K PROFIT SHARING PLAN

2009: LEONARD, SCIOLLA, LLP 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number	GAP-54-T261
Policy instance	1

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Company Name:	LEONARD, SCIOLLA, LEONARD & TINARI, LLP DBA LEONARD SCIOLLA, LLP
Employer identification number (EIN):	232222265
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers