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MICHAEL S. LEONARD DDS PLC 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMICHAEL S. LEONARD DDS PLC 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

MICHAEL S. LEONARD DDS PLC 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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

MICHAEL S. LEONARD DDS PLC has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL S. LEONARD DDS PLC
Employer identification number (EIN):205274855
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL S. LEONARD DDS PLC 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL S LEONARD2024-07-07 MICHAEL S LEONARD2024-07-07
0012022-01-01JANET S LEONARD2023-07-24
0012021-01-01JANET S LEONARD2022-06-28 JANET S LEONARD2022-06-28
0012020-01-01JANET LEONARD2021-06-25 MICHAEL S LEONARD2021-06-25
0012019-01-01JANET LEONARD2020-06-09 JANET LEONARD2020-06-09
0012018-01-01JANET S LEONARD2019-06-18 MICHAEL S LEONARD2019-06-18
0012017-01-01MICHAEL S LEONARD2018-06-12 MICHAEL S LEONARD2018-06-12
0012016-01-01MICHAEL S LEONARD2017-06-23 MICHAEL S LEONARD2017-06-23
0012015-01-01MICHAEL S. LEONARD2016-06-20
0012014-01-01MICHAEL S. LEONARD2015-07-17
0012013-01-01MICHAEL S. LEONARD2014-07-16
0012012-01-01MICHAEL S. LEONARD2013-06-24
0012011-01-01MICHAEL S. LEONARD, DDS MICHAEL S. LEONARD, DDS2012-09-28
0012010-01-01MICHAEL S. LEONARD, DDS MICHAEL S. LEONARD, DDS2011-10-11
0012009-01-01MICHAEL S. LEONARD D.D.S MICHAEL S. LEONARD D.D.S2010-10-12

Financial Data on MICHAEL S. LEONARD DDS PLC 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : MICHAEL S. LEONARD DDS PLC 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-190
Total liabilities as of the end of the plan year2025-06-190
Total liabilities as of the beginning of the plan year2025-06-190
Total expenses incurred by plan in this plan year2025-06-19338522
Net assets as of the end of the plan year2025-06-191951457
Total assets as of the beginning of the plan year2025-06-192008344
Value of plan covered by a fidelity bond2025-06-19200000
Participant contributions to plan in this plan year2025-06-1957720
Other expenses paid from plan in this plan year2025-06-190
Other contributions to plan in this plan year2025-06-190
Other income to plan in this plan year2025-06-19195531
Plan net income in this plan year2025-06-19-56887
Net assets as of the end of the plan year2025-06-191951457
Net assets as of the beginning of the plan year2025-06-192008344
Employer contributions to plan in this plan year2025-06-1928384
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-190
2024 : MICHAEL S. LEONARD DDS PLC 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-110
Total liabilities as of the end of the plan year2024-07-110
Total liabilities as of the beginning of the plan year2024-07-110
Total expenses incurred by plan in this plan year2024-07-1187473
Net assets as of the end of the plan year2024-07-112008344
Total assets as of the beginning of the plan year2024-07-111603301
Value of plan covered by a fidelity bond2024-07-11200000
Participant contributions to plan in this plan year2024-07-1152605
Other expenses paid from plan in this plan year2024-07-110
Other contributions to plan in this plan year2024-07-1126778
Other income to plan in this plan year2024-07-11366786
Plan net income in this plan year2024-07-11405043
Net assets as of the end of the plan year2024-07-112008344
Net assets as of the beginning of the plan year2024-07-111603301
Employer contributions to plan in this plan year2024-07-1146347
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-110
2011 : MICHAEL S. LEONARD DDS PLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$34,778
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$451,589
Total plan assets at beginning of year2011-12-31$416,811
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$31,155
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-12,332
Net income (gross income less expenses)2011-12-31$34,778
Net plan assets at end of year (total assets less liabilities)2011-12-31$451,589
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$416,811
Total contributions received or receivable from employer(s)2011-12-31$15,955
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : MICHAEL S. LEONARD DDS PLC 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$95,325
Expenses. Total of all expenses incurred2010-12-31$176
Benefits paid (including direct rollovers)2010-12-31$176
Total plan assets at end of year2010-12-31$416,811
Total plan assets at beginning of year2010-12-31$321,662
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$29,924
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$49,953
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$95,149
Net plan assets at end of year (total assets less liabilities)2010-12-31$416,811
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$321,662
Total contributions received or receivable from employer(s)2010-12-31$15,448
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for MICHAEL S. LEONARD DDS PLC 401(K) PROFIT SHARING PLAN AND TRUST

2011: MICHAEL S. LEONARD DDS PLC 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MICHAEL S. LEONARD DDS PLC 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MICHAEL S. LEONARD DDS PLC 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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