LEONARD MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEONARD MANAGEMENT 401(K) PLAN FOR SUPERVISORS & STORE MANAGERS
401k plan membership statisitcs for LEONARD MANAGEMENT 401(K) PLAN FOR SUPERVISORS & STORE MANAGERS
Measure | Date | Value |
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2022 : LEONARD MANAGEMENT 401(K) PLAN FOR SUPERVISORS & STORE MANAGERS 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $511,071 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $177,763 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $151,221 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $818,816 |
Value of total assets at end of year | 2022-12-31 | $2,177,534 |
Value of total assets at beginning of year | 2022-12-31 | $1,844,226 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $26,542 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $517,539 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $70 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $4,281 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $333,308 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,177,534 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,844,226 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,881,959 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,573,175 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-307,745 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $296,996 |
Employer contributions (assets) at end of year | 2022-12-31 | $295,575 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $270,981 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $151,221 |
Contract administrator fees | 2022-12-31 | $26,542 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WENDLING NOE NELSON & JOHNSON LLC |
Accountancy firm EIN | 2022-12-31 | 481026809 |
2021 : LEONARD MANAGEMENT 401(K) PLAN FOR SUPERVISORS & STORE MANAGERS 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $879,257 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $76,814 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $57,940 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $714,925 |
Value of total assets at end of year | 2021-12-31 | $1,844,226 |
Value of total assets at beginning of year | 2021-12-31 | $1,041,783 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $18,874 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $441,619 |
Participant contributions at end of year | 2021-12-31 | $70 |
Participant contributions at beginning of year | 2021-12-31 | $70 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $802,443 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,844,226 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,041,783 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,573,175 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $878,503 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $164,332 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $273,306 |
Employer contributions (assets) at end of year | 2021-12-31 | $270,981 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $163,210 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $57,940 |
Contract administrator fees | 2021-12-31 | $18,874 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WENDLING NOE NELSON & JOHNSON LLC |
Accountancy firm EIN | 2021-12-31 | 481026809 |
2020 : LEONARD MANAGEMENT 401(K) PLAN FOR SUPERVISORS & STORE MANAGERS 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $504,938 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $74,392 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $63,641 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $383,680 |
Value of total assets at end of year | 2020-12-31 | $1,041,783 |
Value of total assets at beginning of year | 2020-12-31 | $611,237 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $10,751 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $220,470 |
Participant contributions at end of year | 2020-12-31 | $70 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $430,546 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,041,783 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $611,237 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $878,503 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $499,594 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $121,258 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $163,210 |
Employer contributions (assets) at end of year | 2020-12-31 | $163,210 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $111,643 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $63,641 |
Contract administrator fees | 2020-12-31 | $10,751 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WENDLING NOE NELSON & JOHNSON LLC |
Accountancy firm EIN | 2020-12-31 | 481026809 |
2019 : LEONARD MANAGEMENT 401(K) PLAN FOR SUPERVISORS & STORE MANAGERS 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $453,595 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $20,244 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $16,171 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $388,584 |
Value of total assets at end of year | 2019-12-31 | $611,237 |
Value of total assets at beginning of year | 2019-12-31 | $177,886 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,073 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $7,969 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $7,969 |
Was this plan covered by a fidelity bond | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $201,402 |
Other income not declared elsewhere | 2019-12-31 | $300 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $433,351 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $611,237 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $177,886 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $4,073 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $499,594 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $177,886 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $56,742 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $187,182 |
Employer contributions (assets) at end of year | 2019-12-31 | $111,643 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $16,171 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WENDLING NOE NELSON & JOHNSON LLC |
Accountancy firm EIN | 2019-12-31 | 481026809 |