Grund & Leavitt PC.
Plan context: Grund & Leavitt 401(K) Plan
EIN 01-0758791 • Chicago, IL • 27 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
35
2025 Assets
$7,951,562
2025 Contributions
$424,803
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 35 | $7,951,562 | $424,803 | $12,137iApproximate average salary by contribution assumption: employee only about $303,431 at 4% or $202,287 at 6%; with 50% employer match about $202,287 at 4% or $134,858 at 6%; with 100% employer match about $151,715 at 4% or $101,144 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 35 | $7,951,562 | $424,803 | $12,137iApproximate average salary by contribution assumption: employee only about $303,431 at 4% or $202,287 at 6%; with 50% employer match about $202,287 at 4% or $134,858 at 6%; with 100% employer match about $151,715 at 4% or $101,144 at 6%. |
| 2024 | 1 | 34 | $7,720,333 | $420,389 | $12,364iApproximate average salary by contribution assumption: employee only about $309,110 at 4% or $206,073 at 6%; with 50% employer match about $206,073 at 4% or $137,382 at 6%; with 100% employer match about $154,555 at 4% or $103,037 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 34 | $7,720,333 | $420,389 | $12,364iApproximate average salary by contribution assumption: employee only about $309,110 at 4% or $206,073 at 6%; with 50% employer match about $206,073 at 4% or $137,382 at 6%; with 100% employer match about $154,555 at 4% or $103,037 at 6%. |
| 2023 | 1 | 33 | $6,709,076 | $404,983 | $12,272iApproximate average salary by contribution assumption: employee only about $306,805 at 4% or $204,537 at 6%; with 50% employer match about $204,537 at 4% or $136,358 at 6%; with 100% employer match about $153,403 at 4% or $102,268 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 33 | $6,709,076 | $404,983 | $12,272iApproximate average salary by contribution assumption: employee only about $306,805 at 4% or $204,537 at 6%; with 50% employer match about $204,537 at 4% or $136,358 at 6%; with 100% employer match about $153,403 at 4% or $102,268 at 6%. |
| 2022 | 1 | 36 | $5,527,141 | $687,956 | $19,110iApproximate average salary by contribution assumption: employee only about $477,747 at 4% or $318,498 at 6%; with 50% employer match about $318,498 at 4% or $212,332 at 6%; with 100% employer match about $238,874 at 4% or $159,249 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 36 | $5,527,141 | $687,956 | $19,110iApproximate average salary by contribution assumption: employee only about $477,747 at 4% or $318,498 at 6%; with 50% employer match about $318,498 at 4% or $212,332 at 6%; with 100% employer match about $238,874 at 4% or $159,249 at 6%. |
| 2021 | 2 | 34 | $6,819,340 | $319,162 | $9,387iApproximate average salary by contribution assumption: employee only about $234,678 at 4% or $156,452 at 6%; with 50% employer match about $156,452 at 4% or $104,301 at 6%; with 100% employer match about $117,339 at 4% or $78,226 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 34 | $6,819,340 | $317,193 | $9,329iApproximate average salary by contribution assumption: employee only about $233,230 at 4% or $155,487 at 6%; with 50% employer match about $155,487 at 4% or $103,658 at 6%; with 100% employer match about $116,615 at 4% or $77,743 at 6%. |
| Grund & Leavitt PC. Cash Balance Plan & Trust | - | 0 | $0 | $1,969 | - |
| 2020 | 2 | 35 | $7,688,288 | $588,392 | $16,811iApproximate average salary by contribution assumption: employee only about $420,280 at 4% or $280,187 at 6%; with 50% employer match about $280,187 at 4% or $186,791 at 6%; with 100% employer match about $210,140 at 4% or $140,093 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 35 | $6,522,717 | $488,392 | $13,954iApproximate average salary by contribution assumption: employee only about $348,851 at 4% or $232,568 at 6%; with 50% employer match about $232,568 at 4% or $155,045 at 6%; with 100% employer match about $174,426 at 4% or $116,284 at 6%. |
| Grund & Leavitt PC. Cash Balance Plan & Trust | - | 27 | $1,165,571 | $100,000 | $3,704iApproximate average salary by contribution assumption: employee only about $92,593 at 4% or $61,728 at 6%; with 50% employer match about $61,728 at 4% or $41,152 at 6%; with 100% employer match about $46,296 at 4% or $30,864 at 6%. |
| 2019 | 2 | 38 | $6,913,125 | $496,820 | $13,074iApproximate average salary by contribution assumption: employee only about $326,855 at 4% or $217,904 at 6%; with 50% employer match about $217,904 at 4% or $145,269 at 6%; with 100% employer match about $163,428 at 4% or $108,952 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 38 | $5,921,856 | $378,494 | $9,960iApproximate average salary by contribution assumption: employee only about $249,009 at 4% or $166,006 at 6%; with 50% employer match about $166,006 at 4% or $110,671 at 6%; with 100% employer match about $124,505 at 4% or $83,003 at 6%. |
| Grund & Leavitt PC. Cash Balance Plan & Trust | - | 24 | $991,269 | $118,326 | $4,930iApproximate average salary by contribution assumption: employee only about $123,256 at 4% or $82,171 at 6%; with 50% employer match about $82,171 at 4% or $54,781 at 6%; with 100% employer match about $61,628 at 4% or $41,085 at 6%. |
| 2018 | 2 | 39 | $5,602,121 | $292,287 | $7,495iApproximate average salary by contribution assumption: employee only about $187,363 at 4% or $124,909 at 6%; with 50% employer match about $124,909 at 4% or $83,273 at 6%; with 100% employer match about $93,682 at 4% or $62,454 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 39 | $4,796,312 | $205,970 | $5,281iApproximate average salary by contribution assumption: employee only about $132,032 at 4% or $88,021 at 6%; with 50% employer match about $88,021 at 4% or $58,681 at 6%; with 100% employer match about $66,016 at 4% or $44,011 at 6%. |
| Grund & Leavitt PC. Cash Balance Plan & Trust | - | 26 | $805,809 | $86,317 | $3,320iApproximate average salary by contribution assumption: employee only about $82,997 at 4% or $55,331 at 6%; with 50% employer match about $55,331 at 4% or $36,888 at 6%; with 100% employer match about $41,499 at 4% or $27,666 at 6%. |
| 2017 | 2 | 39 | $5,915,115 | $878,939 | $22,537iApproximate average salary by contribution assumption: employee only about $563,422 at 4% or $375,615 at 6%; with 50% employer match about $375,615 at 4% or $250,410 at 6%; with 100% employer match about $281,711 at 4% or $187,807 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 39 | $4,941,593 | $548,939 | $14,075iApproximate average salary by contribution assumption: employee only about $351,884 at 4% or $234,589 at 6%; with 50% employer match about $234,589 at 4% or $156,393 at 6%; with 100% employer match about $175,942 at 4% or $117,295 at 6%. |
| Grund & Leavitt PC. Cash Balance Plan & Trust | - | 28 | $973,522 | $330,000 | $11,786iApproximate average salary by contribution assumption: employee only about $294,643 at 4% or $196,429 at 6%; with 50% employer match about $196,429 at 4% or $130,952 at 6%; with 100% employer match about $147,321 at 4% or $98,214 at 6%. |
| 2016 | 2 | 44 | $4,983,829 | $1,008,575 | $22,922iApproximate average salary by contribution assumption: employee only about $573,054 at 4% or $382,036 at 6%; with 50% employer match about $382,036 at 4% or $254,691 at 6%; with 100% employer match about $286,527 at 4% or $191,018 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 44 | $4,169,259 | $577,896 | $13,134iApproximate average salary by contribution assumption: employee only about $328,350 at 4% or $218,900 at 6%; with 50% employer match about $218,900 at 4% or $145,933 at 6%; with 100% employer match about $164,175 at 4% or $109,450 at 6%. |
| Grund & Leavitt PC. Cash Balance Plan & Trust | - | 27 | $814,570 | $430,679 | $15,951iApproximate average salary by contribution assumption: employee only about $398,777 at 4% or $265,851 at 6%; with 50% employer match about $265,851 at 4% or $177,234 at 6%; with 100% employer match about $199,388 at 4% or $132,926 at 6%. |
| 2015 | 2 | 43 | $4,056,781 | $996,498 | $23,174iApproximate average salary by contribution assumption: employee only about $579,359 at 4% or $386,240 at 6%; with 50% employer match about $386,240 at 4% or $257,493 at 6%; with 100% employer match about $289,680 at 4% or $193,120 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 43 | $3,476,508 | $566,362 | $13,171iApproximate average salary by contribution assumption: employee only about $329,280 at 4% or $219,520 at 6%; with 50% employer match about $219,520 at 4% or $146,347 at 6%; with 100% employer match about $164,640 at 4% or $109,760 at 6%. |
| Grund & Leavitt PC. Cash Balance Plan & Trust | - | 25 | $580,273 | $430,136 | $17,205iApproximate average salary by contribution assumption: employee only about $430,136 at 4% or $286,757 at 6%; with 50% employer match about $286,757 at 4% or $191,172 at 6%; with 100% employer match about $215,068 at 4% or $143,379 at 6%. |
| 2014 | 2 | 40 | $4,678,674 | $1,069,881 | $26,747iApproximate average salary by contribution assumption: employee only about $668,676 at 4% or $445,784 at 6%; with 50% employer match about $445,784 at 4% or $297,189 at 6%; with 100% employer match about $334,338 at 4% or $222,892 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 40 | $3,195,799 | $474,881 | $11,872iApproximate average salary by contribution assumption: employee only about $296,801 at 4% or $197,867 at 6%; with 50% employer match about $197,867 at 4% or $131,911 at 6%; with 100% employer match about $148,400 at 4% or $98,934 at 6%. |
| Grund & Leavitt PC. Cash Balance Plan & Trust | - | 28 | $1,482,875 | $595,000 | $21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%. |
| 2013 | 2 | 39 | $3,459,406 | $863,617 | $22,144iApproximate average salary by contribution assumption: employee only about $553,601 at 4% or $369,067 at 6%; with 50% employer match about $369,067 at 4% or $246,045 at 6%; with 100% employer match about $276,800 at 4% or $184,534 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 39 | $2,592,193 | $429,762 | $11,020iApproximate average salary by contribution assumption: employee only about $275,488 at 4% or $183,659 at 6%; with 50% employer match about $183,659 at 4% or $122,439 at 6%; with 100% employer match about $137,744 at 4% or $91,829 at 6%. |
| Grund & Leavitt PC. Cash Balance Plan & Trust | - | 25 | $867,213 | $433,855 | $17,354iApproximate average salary by contribution assumption: employee only about $433,855 at 4% or $289,237 at 6%; with 50% employer match about $289,237 at 4% or $192,824 at 6%; with 100% employer match about $216,928 at 4% or $144,618 at 6%. |
| 2012 | 2 | 37 | $2,269,873 | $823,964 | $22,269iApproximate average salary by contribution assumption: employee only about $556,732 at 4% or $371,155 at 6%; with 50% employer match about $371,155 at 4% or $247,437 at 6%; with 100% employer match about $278,366 at 4% or $185,577 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 37 | $1,841,470 | $395,561 | $10,691iApproximate average salary by contribution assumption: employee only about $267,271 at 4% or $178,181 at 6%; with 50% employer match about $178,181 at 4% or $118,787 at 6%; with 100% employer match about $133,635 at 4% or $89,090 at 6%. |
| Grund & Leavitt PC. Cash Balance Plan & Trust | - | 23 | $428,403 | $428,403 | $18,626iApproximate average salary by contribution assumption: employee only about $465,655 at 4% or $310,437 at 6%; with 50% employer match about $310,437 at 4% or $206,958 at 6%; with 100% employer match about $232,828 at 4% or $155,218 at 6%. |
| 2011 | 1 | 37 | $1,661,050 | $347,011 | $9,379iApproximate average salary by contribution assumption: employee only about $234,467 at 4% or $156,311 at 6%; with 50% employer match about $156,311 at 4% or $104,208 at 6%; with 100% employer match about $117,233 at 4% or $78,156 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 37 | $1,661,050 | $347,011 | $9,379iApproximate average salary by contribution assumption: employee only about $234,467 at 4% or $156,311 at 6%; with 50% employer match about $156,311 at 4% or $104,208 at 6%; with 100% employer match about $117,233 at 4% or $78,156 at 6%. |
| 2010 | 1 | 37 | $1,607,571 | $426,197 | $11,519iApproximate average salary by contribution assumption: employee only about $287,971 at 4% or $191,981 at 6%; with 50% employer match about $191,981 at 4% or $127,987 at 6%; with 100% employer match about $143,985 at 4% or $95,990 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 37 | $1,607,571 | $426,197 | $11,519iApproximate average salary by contribution assumption: employee only about $287,971 at 4% or $191,981 at 6%; with 50% employer match about $191,981 at 4% or $127,987 at 6%; with 100% employer match about $143,985 at 4% or $95,990 at 6%. |
| 2009 | 1 | 32 | $1,045,075 | $235,468 | $7,358iApproximate average salary by contribution assumption: employee only about $183,959 at 4% or $122,640 at 6%; with 50% employer match about $122,640 at 4% or $81,760 at 6%; with 100% employer match about $91,980 at 4% or $61,320 at 6%. |
| Grund & Leavitt 401(K) Plan | - | 32 | $1,045,075 | $235,468 | $7,358iApproximate average salary by contribution assumption: employee only about $183,959 at 4% or $122,640 at 6%; with 50% employer match about $122,640 at 4% or $81,760 at 6%; with 100% employer match about $91,980 at 4% or $61,320 at 6%. |