401k Plan data: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN plan

LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN
Plan identification number	002

LEONARD ASSOCIATES, INC. 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.
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 ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: LEONARD ASSOCIATES, INC.

Employer identification number (EIN): 310957296

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about LEONARD ASSOCIATES, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1979-04-27

Company Identification Number: 534565

Legal Registered Office Address: 3481 CENTRAL PKWY. SUITE 100
-
CINCINNATI
United States of America (USA)
45223

More information about LEONARD ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-06-01 JEREMY J. SCHIRA 2023-12-15
002 2021-06-01
002 2020-06-01
002 2019-06-01
002 2018-06-01
002 2017-06-01 SHERRI LEONARD
002 2016-06-01 SHERRI LEONARD
002 2015-06-01 SHERRI LEONARD
002 2014-06-01 SHERRI LEONARD
002 2013-06-01 SHERRI LEONARD
002 2012-06-01 SHERRI LEONARD
002 2011-06-01 SHERRI LEONARD
002 2009-06-01 SHERRI LEONARD
002 2009-06-01 SHERRI LEONARD

Plan Statistics for LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN

Measure Date Value
2020: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 62
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 46
Number of retired or separated participants receiving benefits 2020-06-01 0
Number of other retired or separated participants entitled to future benefits 2020-06-01 13
Total of all active and inactive participants 2020-06-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 0
Total participants 2020-06-01 59
Number of participants with account balances 2020-06-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 0
2019: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 66
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 50
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 12
Total of all active and inactive participants 2019-06-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 62
Number of participants with account balances 2019-06-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 1
2018: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 65
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 56
Number of retired or separated participants receiving benefits 2018-06-01 0
Number of other retired or separated participants entitled to future benefits 2018-06-01 10
Total of all active and inactive participants 2018-06-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 66
Number of participants with account balances 2018-06-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 2
2017: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 59
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 57
Number of retired or separated participants receiving benefits 2017-06-01 0
Number of other retired or separated participants entitled to future benefits 2017-06-01 8
Total of all active and inactive participants 2017-06-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 65
Number of participants with account balances 2017-06-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 45
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 54
Number of retired or separated participants receiving benefits 2016-06-01 0
Number of other retired or separated participants entitled to future benefits 2016-06-01 5
Total of all active and inactive participants 2016-06-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 59
Number of participants with account balances 2016-06-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 2
2015: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 28
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 42
Number of retired or separated participants receiving benefits 2015-06-01 0
Number of other retired or separated participants entitled to future benefits 2015-06-01 2
Total of all active and inactive participants 2015-06-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 1
Total participants 2015-06-01 45
Number of participants with account balances 2015-06-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 1
2014: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 24
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 27
Number of retired or separated participants receiving benefits 2014-06-01 0
Number of other retired or separated participants entitled to future benefits 2014-06-01 1
Total of all active and inactive participants 2014-06-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 28
Number of participants with account balances 2014-06-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 23
Number of retired or separated participants receiving benefits 2013-06-01 0
Number of other retired or separated participants entitled to future benefits 2013-06-01 1
Total of all active and inactive participants 2013-06-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 24
Number of participants with account balances 2013-06-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 20
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 1
Total of all active and inactive participants 2012-06-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 21
Number of participants with account balances 2012-06-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 1
2011: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 12
Number of retired or separated participants receiving benefits 2011-06-01 0
Number of other retired or separated participants entitled to future benefits 2011-06-01 0
Total of all active and inactive participants 2011-06-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 12
Number of participants with account balances 2011-06-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2009: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 11
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 0
Total of all active and inactive participants 2009-06-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 11
Number of participants with account balances 2009-06-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0

Measure	Date	Value
2020: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	62
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	46
Number of retired or separated participants receiving benefits	2020-06-01	0
Number of other retired or separated participants entitled to future benefits	2020-06-01	13
Total of all active and inactive participants	2020-06-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	0
Total participants	2020-06-01	59
Number of participants with account balances	2020-06-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	0
2019: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	66
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	50
Number of retired or separated participants receiving benefits	2019-06-01	0
Number of other retired or separated participants entitled to future benefits	2019-06-01	12
Total of all active and inactive participants	2019-06-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	62
Number of participants with account balances	2019-06-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	1
2018: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	65
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	56
Number of retired or separated participants receiving benefits	2018-06-01	0
Number of other retired or separated participants entitled to future benefits	2018-06-01	10
Total of all active and inactive participants	2018-06-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	66
Number of participants with account balances	2018-06-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	2
2017: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	59
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	57
Number of retired or separated participants receiving benefits	2017-06-01	0
Number of other retired or separated participants entitled to future benefits	2017-06-01	8
Total of all active and inactive participants	2017-06-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	65
Number of participants with account balances	2017-06-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	45
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	54
Number of retired or separated participants receiving benefits	2016-06-01	0
Number of other retired or separated participants entitled to future benefits	2016-06-01	5
Total of all active and inactive participants	2016-06-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	59
Number of participants with account balances	2016-06-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	2
2015: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	28
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	42
Number of retired or separated participants receiving benefits	2015-06-01	0
Number of other retired or separated participants entitled to future benefits	2015-06-01	2
Total of all active and inactive participants	2015-06-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	1
Total participants	2015-06-01	45
Number of participants with account balances	2015-06-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	1
2014: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	24
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	27
Number of retired or separated participants receiving benefits	2014-06-01	0
Number of other retired or separated participants entitled to future benefits	2014-06-01	1
Total of all active and inactive participants	2014-06-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	28
Number of participants with account balances	2014-06-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	23
Number of retired or separated participants receiving benefits	2013-06-01	0
Number of other retired or separated participants entitled to future benefits	2013-06-01	1
Total of all active and inactive participants	2013-06-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	24
Number of participants with account balances	2013-06-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	20
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	1
Total of all active and inactive participants	2012-06-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	21
Number of participants with account balances	2012-06-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	1
2011: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	12
Number of retired or separated participants receiving benefits	2011-06-01	0
Number of other retired or separated participants entitled to future benefits	2011-06-01	0
Total of all active and inactive participants	2011-06-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	12
Number of participants with account balances	2011-06-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2009: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	11
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	0
Total of all active and inactive participants	2009-06-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	11
Number of participants with account balances	2009-06-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0

Financial Data on LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN

Measure	Date	Value
2021 : LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-05-31	$1,749,986
Expenses. Total of all expenses incurred	2021-05-31	$150,629
Benefits paid (including direct rollovers)	2021-05-31	$123,840
Total plan assets at end of year	2021-05-31	$7,896,252
Total plan assets at beginning of year	2021-05-31	$6,296,895
Value of fidelity bond covering the plan	2021-05-31	$500,000
Total contributions received or receivable from participants	2021-05-31	$153,983
Other income received	2021-05-31	$1,496,037
Net income (gross income less expenses)	2021-05-31	$1,599,357
Net plan assets at end of year (total assets less liabilities)	2021-05-31	$7,896,252
Net plan assets at beginning of year (total assets less liabilities)	2021-05-31	$6,296,895
Total contributions received or receivable from employer(s)	2021-05-31	$99,966
Value of corrective distributions	2021-05-31	$471
Expenses. Administrative service providers (salaries,fees and commissions)	2021-05-31	$26,318
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-05-31	$0
2020 : LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-05-31	$697,926
Expenses. Total of all expenses incurred	2020-05-31	$80,162
Benefits paid (including direct rollovers)	2020-05-31	$56,571
Total plan assets at end of year	2020-05-31	$6,296,895
Total plan assets at beginning of year	2020-05-31	$5,679,131
Value of fidelity bond covering the plan	2020-05-31	$500,000
Total contributions received or receivable from participants	2020-05-31	$190,262
Other income received	2020-05-31	$389,996
Net income (gross income less expenses)	2020-05-31	$617,764
Net plan assets at end of year (total assets less liabilities)	2020-05-31	$6,296,895
Net plan assets at beginning of year (total assets less liabilities)	2020-05-31	$5,679,131
Total contributions received or receivable from employer(s)	2020-05-31	$117,668
Expenses. Administrative service providers (salaries,fees and commissions)	2020-05-31	$23,591
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-05-31	$0
2019 : LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
2018 : LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-05-31	$728,366
Expenses. Total of all expenses incurred	2018-05-31	$52,787
Benefits paid (including direct rollovers)	2018-05-31	$37,504
Total plan assets at end of year	2018-05-31	$5,479,071
Total plan assets at beginning of year	2018-05-31	$4,803,492
Value of fidelity bond covering the plan	2018-05-31	$500,000
Total contributions received or receivable from participants	2018-05-31	$211,485
Other income received	2018-05-31	$394,398
Net income (gross income less expenses)	2018-05-31	$675,579
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$5,479,071
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$4,803,492
Total contributions received or receivable from employer(s)	2018-05-31	$122,483
Expenses. Administrative service providers (salaries,fees and commissions)	2018-05-31	$15,283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-05-31	$0
2017 : LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-05-31	$712,090
Expenses. Total of all expenses incurred	2017-05-31	$128,063
Benefits paid (including direct rollovers)	2017-05-31	$128,063
Total plan assets at end of year	2017-05-31	$4,803,492
Total plan assets at beginning of year	2017-05-31	$4,219,465
Value of fidelity bond covering the plan	2017-05-31	$500,000
Total contributions received or receivable from participants	2017-05-31	$186,081
Contributions received from other sources (not participants or employers)	2017-05-31	$46,159
Other income received	2017-05-31	$371,068
Net income (gross income less expenses)	2017-05-31	$584,027
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$4,803,492
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$4,219,465
Total contributions received or receivable from employer(s)	2017-05-31	$108,782
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-05-31	$0
2016 : LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-05-31	$422,810
Expenses. Total of all expenses incurred	2016-05-31	$0
Total plan assets at end of year	2016-05-31	$4,219,465
Total plan assets at beginning of year	2016-05-31	$3,796,655
Value of fidelity bond covering the plan	2016-05-31	$500,000
Total contributions received or receivable from participants	2016-05-31	$154,951
Other income received	2016-05-31	$53,095
Net income (gross income less expenses)	2016-05-31	$422,810
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$4,219,465
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$3,796,655
Total contributions received or receivable from employer(s)	2016-05-31	$214,764
2015 : LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-05-31	$396,086
Expenses. Total of all expenses incurred	2015-05-31	$164,862
Benefits paid (including direct rollovers)	2015-05-31	$164,862
Total plan assets at end of year	2015-05-31	$3,796,655
Total plan assets at beginning of year	2015-05-31	$3,565,431
Value of fidelity bond covering the plan	2015-05-31	$400,000
Total contributions received or receivable from participants	2015-05-31	$106,745
Other income received	2015-05-31	$123,524
Net income (gross income less expenses)	2015-05-31	$231,224
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$3,796,655
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$3,565,431
Total contributions received or receivable from employer(s)	2015-05-31	$165,817
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
2014 : LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-05-31	$478,313
Expenses. Total of all expenses incurred	2014-05-31	$17,839
Benefits paid (including direct rollovers)	2014-05-31	$17,839
Total plan assets at end of year	2014-05-31	$3,565,431
Total plan assets at beginning of year	2014-05-31	$3,104,957
Value of fidelity bond covering the plan	2014-05-31	$400,000
Total contributions received or receivable from participants	2014-05-31	$123,522
Other income received	2014-05-31	$203,189
Net income (gross income less expenses)	2014-05-31	$460,474
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$3,565,431
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$3,104,957
Total contributions received or receivable from employer(s)	2014-05-31	$151,602
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
2013 : LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-05-31	$495,359
Expenses. Total of all expenses incurred	2013-05-31	$0
Total plan assets at end of year	2013-05-31	$3,104,957
Total plan assets at beginning of year	2013-05-31	$2,609,598
Value of fidelity bond covering the plan	2013-05-31	$200,000
Total contributions received or receivable from participants	2013-05-31	$74,350
Other income received	2013-05-31	$297,227
Net income (gross income less expenses)	2013-05-31	$495,359
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$3,104,957
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$2,609,598
Total contributions received or receivable from employer(s)	2013-05-31	$123,782
2012 : LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-05-31	$252,466
Expenses. Total of all expenses incurred	2012-05-31	$0
Total plan assets at end of year	2012-05-31	$2,609,598
Total plan assets at beginning of year	2012-05-31	$2,357,132
Value of fidelity bond covering the plan	2012-05-31	$200,000
Total contributions received or receivable from participants	2012-05-31	$98,011
Other income received	2012-05-31	$45,294
Net income (gross income less expenses)	2012-05-31	$252,466
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$2,609,598
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$2,357,132
Total contributions received or receivable from employer(s)	2012-05-31	$109,161
2011 : LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-05-31	$404,144
Expenses. Total of all expenses incurred	2011-05-31	$0
Total plan assets at end of year	2011-05-31	$2,357,132
Total plan assets at beginning of year	2011-05-31	$1,952,988
Value of fidelity bond covering the plan	2011-05-31	$200,000
Total contributions received or receivable from participants	2011-05-31	$93,461
Other income received	2011-05-31	$197,640
Net income (gross income less expenses)	2011-05-31	$404,144
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$2,357,132
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$1,952,988
Total contributions received or receivable from employer(s)	2011-05-31	$113,043

Form 5500 Responses for LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN

2020: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Submission has been amended	No
2020-06-01	This submission is the final filing	No
2020-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-06-01	Plan is a collectively bargained plan	No
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Submission has been amended	No
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-06-01	Plan is a collectively bargained plan	No
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	No
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: LEONARD ASSOCIATES, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LEONARD ASSOCIATES, INC.
Employer identification number (EIN):	310957296
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1979-04-27
Company Identification Number:	534565
Legal Registered Office Address:	3481 CENTRAL PKWY. SUITE 100 - CINCINNATI United States of America (USA) 45223

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-06-01	JEREMY J. SCHIRA	2023-12-15
002	2021-06-01
002	2020-06-01
002	2019-06-01
002	2018-06-01
002	2017-06-01	SHERRI LEONARD
002	2016-06-01	SHERRI LEONARD
002	2015-06-01	SHERRI LEONARD
002	2014-06-01	SHERRI LEONARD
002	2013-06-01	SHERRI LEONARD
002	2012-06-01	SHERRI LEONARD
002	2011-06-01	SHERRI LEONARD
002	2009-06-01	SHERRI LEONARD
002	2009-06-01	SHERRI LEONARD