[ EIN: 02-0417217 | Plan No. 002 ]
Form 5500 filing classifies LEONE, MCDONNELL & ROBERTS, P.A. 401K PROFIT SHARING PLAN & TRUST as a 401(k) plan, sponsored by LEONE, MCDONNELL & ROBERTS, P.A.. The plan is a Small Plan with 60 participants and total assets of $12,618,837 reported for the 2024 plan year.
Plan Sponsor: LEONE, MCDONNELL & ROBERTS, P.A.
Location: PO BOX 1140, WOLFEBORO, NH 03894
EIN: 020417217
Plan Number: 002
Plan Year: 2024
Plan Size: Small Plan
Plan Entity Type: Defined Contribution
Plan Type: 401(k)
Participants: 60
Total Assets: $12,618,837
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