How many benefit plans does The Leona Group, LLC report on Form 5500?

The Leona Group, LLC (EIN 38-3311066) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Leona Group, LLC?

The Employer Identification Number (EIN) reported for The Leona Group, LLC is 38-3311066.

What is the latest Form 5500 filing year for The Leona Group, LLC?

The latest loaded Form 5500 filing year for The Leona Group, LLC is 2023.

The Leona Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Leona Group, LLC (EIN 38-3311066) is a plan sponsor located in Okemos, MI with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 38-3311066
Location: Okemos, MI
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $31,517,484
Total reported net assets (EOY): $31,517,484

Contributions & income

Employer contributions: $993,533
Participant contributions: $1,475,223
Total income / additions: $7,240,601

Expenses & distributions

Benefits paid / distributions: $2,740,772
Total expenses: $2,822,908
Net increase / (decrease): $4,417,693

Coverage

Total reported participants: 3,033
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Leona Group, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Leona Group, LLC Employee Deferred Compensation Plan	001	2,117	$31,517,484	2023
The Leona Group, LLC Employee Benefits Plan	503	808	not reported in the loaded dataset	2023
The Leona Group, LLC Flexible Benefit Plan	510	108	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Leona Group, LLC
Year	Plan	Participants	Schedules	Filing
2023	The Leona Group, LLC Employee Deferred Compensation Plan	2,117	H, C	20240912084049NAL0004283107001
2023	The Leona Group, LLC Employee Benefits Plan	808	—	20241203111534NAL0003735824001
2023	The Leona Group, LLC Flexible Benefit Plan	108	—	20250304121943NAL0006947377001