OpenERISA

Leonard Insurance Agency, INC.

Osterville, MA, 02655

EIN 04-3496504
Plans
2
Total participants
39
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
524210

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF002Leonard Insurance Agency, INC. Cash Balance Plan7
2024Form 5500-SF001Leonard Insurance Agency 401(K) Plan6
2024Form 5500-SF002Leonard Insurance Agency, INC. Cash Balance Plan6
2023Form 5500-SF001Leonard Insurance Agency 401(K) Plan6
2022Form 5500-SF001Leonard Insurance Agency 401(K) Plan5
2021Form 5500-SF001Leonard Insurance Agency 401(K) Plan5
2020Form 5500-SF001Leonard Insurance Agency 401(K)Plan4

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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