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  2. COURTNEY LEASING, INC.
Sponsor portfolio

COURTNEY LEASING, INC.

EIN 59-3112656-automotive-Latest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
16
8126 BENRUS ST - ORLANDO, FL 32827407-438-0083courtneyleasing.comLinkedIn1-10 employeesautomotive
Plans on this EIN
2 filings
#002401k-$6.3M - 8 part#003CashBalance-$1.6M - 8 part

Retirement portfolio analytics

2 plans aggregated / $7.9M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PLAN AND TRUST (#002)80%
  • CASH BALANCE PLAN (#003)20%
Total $7.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)8
  • CASH BALANCE PLAN (#003)8
Total 16Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COURTNEY LEASING, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$6.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

COURTNEY LEASING, INC. CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COURTNEY LEASING, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$6.3M82025
003COURTNEY LEASING, INC. CASH BALANCE PLANCashBalance$1.6M82025
Retirement plans
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