LEONARD SERVICES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEONARD SERVICES, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : LEONARD SERVICES, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-08 | 68652 |
| Net assets as of the end of the plan year | 2025-10-08 | 1924400 |
| Total assets as of the beginning of the plan year | 2025-10-08 | 1487085 |
| Value of plan covered by a fidelity bond | 2025-10-08 | 120000 |
| Participant contributions to plan in this plan year | 2025-10-08 | 316253 |
| Other expenses paid from plan in this plan year | 2025-10-08 | 0 |
| Other contributions to plan in this plan year | 2025-10-08 | 0 |
| Other income to plan in this plan year | 2025-10-08 | 189714 |
| Plan net income in this plan year | 2025-10-08 | 437315 |
| Net assets as of the end of the plan year | 2025-10-08 | 1924400 |
| Net assets as of the beginning of the plan year | 2025-10-08 | 1487085 |
| Employer contributions to plan in this plan year | 2025-10-08 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-08 | 181 |
| 2023 : LEONARD SERVICES, INC. 401(K) PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $450,973 |
| Total of all expenses incurred | 2023-12-31 | $103,746 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $103,016 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $259,009 |
| Value of total assets at end of year | 2023-12-31 | $1,487,085 |
| Value of total assets at beginning of year | 2023-12-31 | $1,139,858 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $730 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $259,009 |
| Participant contributions at end of year | 2023-12-31 | $7,966 |
| Participant contributions at beginning of year | 2023-12-31 | $4,331 |
| Other income not declared elsewhere | 2023-12-31 | $2,083 |
| Administrative expenses (other) incurred | 2023-12-31 | $730 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $347,227 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,487,085 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,139,858 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $1,400,955 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,064,748 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $78,164 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $70,779 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $189,881 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $103,016 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | WITHUMSMITH+BROWN |
| Accountancy firm EIN | 2023-12-31 | 222027092 |
| Total income from all sources (including contributions) | 2023-01-01 | $450,973 |
| Total of all expenses incurred | 2023-01-01 | $103,746 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $103,016 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $259,009 |
| Value of total assets at end of year | 2023-01-01 | $1,487,085 |
| Value of total assets at beginning of year | 2023-01-01 | $1,139,858 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $730 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $259,009 |
| Participant contributions at end of year | 2023-01-01 | $7,966 |
| Participant contributions at beginning of year | 2023-01-01 | $4,331 |
| Other income not declared elsewhere | 2023-01-01 | $2,083 |
| Administrative expenses (other) incurred | 2023-01-01 | $730 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $347,227 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $1,487,085 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $1,139,858 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $1,400,955 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,064,748 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $78,164 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $70,779 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $189,881 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $103,016 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | WITHUMSMITH+BROWN |
| Accountancy firm EIN | 2023-01-01 | 222027092 |
