Civic Intelligence

Leone, Mcdonnell & Roberts, P.A.

Plan context: Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust

EIN 02-0417217 • Wolfeboro, NH • 26 filings • 6 plans

PO Box 1140Wolfeboro, NH 03894
Current Snapshot

Latest Year

2024

2024 Participants

58

2024 Assets

$12,618,837

2024 Contributions

$837,668

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$12,618,837$6,309,419$0199920122024YearValue
$12,618,837Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

58290199920122024YearValue
58Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024158$12,618,837$837,668$14,443iApproximate average salary by contribution assumption: employee only about $361,064 at 4% or $240,709 at 6%; with 50% employer match about $240,709 at 4% or $160,473 at 6%; with 100% employer match about $180,532 at 4% or $120,355 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-58$12,618,837$837,668$14,443iApproximate average salary by contribution assumption: employee only about $361,064 at 4% or $240,709 at 6%; with 50% employer match about $240,709 at 4% or $160,473 at 6%; with 100% employer match about $180,532 at 4% or $120,355 at 6%.
2023156$10,579,802$731,598$13,064iApproximate average salary by contribution assumption: employee only about $326,606 at 4% or $217,738 at 6%; with 50% employer match about $217,738 at 4% or $145,158 at 6%; with 100% employer match about $163,303 at 4% or $108,869 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-56$10,579,802$731,598$13,064iApproximate average salary by contribution assumption: employee only about $326,606 at 4% or $217,738 at 6%; with 50% employer match about $217,738 at 4% or $145,158 at 6%; with 100% employer match about $163,303 at 4% or $108,869 at 6%.
2022146$9,468,503$643,934$13,999iApproximate average salary by contribution assumption: employee only about $349,964 at 4% or $233,309 at 6%; with 50% employer match about $233,309 at 4% or $155,540 at 6%; with 100% employer match about $174,982 at 4% or $116,655 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-46$9,468,503$643,934$13,999iApproximate average salary by contribution assumption: employee only about $349,964 at 4% or $233,309 at 6%; with 50% employer match about $233,309 at 4% or $155,540 at 6%; with 100% employer match about $174,982 at 4% or $116,655 at 6%.
2021144$12,249,979$625,707$14,221iApproximate average salary by contribution assumption: employee only about $355,515 at 4% or $237,010 at 6%; with 50% employer match about $237,010 at 4% or $158,007 at 6%; with 100% employer match about $177,758 at 4% or $118,505 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-44$12,249,979$625,707$14,221iApproximate average salary by contribution assumption: employee only about $355,515 at 4% or $237,010 at 6%; with 50% employer match about $237,010 at 4% or $158,007 at 6%; with 100% employer match about $177,758 at 4% or $118,505 at 6%.
2020142$12,473,521$605,262$14,411iApproximate average salary by contribution assumption: employee only about $360,275 at 4% or $240,183 at 6%; with 50% employer match about $240,183 at 4% or $160,122 at 6%; with 100% employer match about $180,138 at 4% or $120,092 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-42$12,473,521$605,262$14,411iApproximate average salary by contribution assumption: employee only about $360,275 at 4% or $240,183 at 6%; with 50% employer match about $240,183 at 4% or $160,122 at 6%; with 100% employer match about $180,138 at 4% or $120,092 at 6%.
2019138$9,824,991$512,589$13,489iApproximate average salary by contribution assumption: employee only about $337,230 at 4% or $224,820 at 6%; with 50% employer match about $224,820 at 4% or $149,880 at 6%; with 100% employer match about $168,615 at 4% or $112,410 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-38$9,824,991$512,589$13,489iApproximate average salary by contribution assumption: employee only about $337,230 at 4% or $224,820 at 6%; with 50% employer match about $224,820 at 4% or $149,880 at 6%; with 100% employer match about $168,615 at 4% or $112,410 at 6%.
2018138$8,151,974$528,174$13,899iApproximate average salary by contribution assumption: employee only about $347,483 at 4% or $231,655 at 6%; with 50% employer match about $231,655 at 4% or $154,437 at 6%; with 100% employer match about $173,741 at 4% or $115,828 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-38$8,151,974$528,174$13,899iApproximate average salary by contribution assumption: employee only about $347,483 at 4% or $231,655 at 6%; with 50% employer match about $231,655 at 4% or $154,437 at 6%; with 100% employer match about $173,741 at 4% or $115,828 at 6%.
2017136$8,437,370$487,835$13,551iApproximate average salary by contribution assumption: employee only about $338,774 at 4% or $225,850 at 6%; with 50% employer match about $225,850 at 4% or $150,566 at 6%; with 100% employer match about $169,387 at 4% or $112,925 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-36$8,437,370$487,835$13,551iApproximate average salary by contribution assumption: employee only about $338,774 at 4% or $225,850 at 6%; with 50% employer match about $225,850 at 4% or $150,566 at 6%; with 100% employer match about $169,387 at 4% or $112,925 at 6%.
2016139$7,364,657$479,624$12,298iApproximate average salary by contribution assumption: employee only about $307,451 at 4% or $204,968 at 6%; with 50% employer match about $204,968 at 4% or $136,645 at 6%; with 100% employer match about $153,726 at 4% or $102,484 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-39$7,364,657$479,624$12,298iApproximate average salary by contribution assumption: employee only about $307,451 at 4% or $204,968 at 6%; with 50% employer match about $204,968 at 4% or $136,645 at 6%; with 100% employer match about $153,726 at 4% or $102,484 at 6%.
2015140$6,596,772$447,501$11,188iApproximate average salary by contribution assumption: employee only about $279,688 at 4% or $186,459 at 6%; with 50% employer match about $186,459 at 4% or $124,306 at 6%; with 100% employer match about $139,844 at 4% or $93,229 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-40$6,596,772$447,501$11,188iApproximate average salary by contribution assumption: employee only about $279,688 at 4% or $186,459 at 6%; with 50% employer match about $186,459 at 4% or $124,306 at 6%; with 100% employer match about $139,844 at 4% or $93,229 at 6%.
2014141$7,693,980$432,649$10,552iApproximate average salary by contribution assumption: employee only about $263,810 at 4% or $175,874 at 6%; with 50% employer match about $175,874 at 4% or $117,249 at 6%; with 100% employer match about $131,905 at 4% or $87,937 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-41$7,693,980$432,649$10,552iApproximate average salary by contribution assumption: employee only about $263,810 at 4% or $175,874 at 6%; with 50% employer match about $175,874 at 4% or $117,249 at 6%; with 100% employer match about $131,905 at 4% or $87,937 at 6%.
2013141$7,149,414$488,724$11,920iApproximate average salary by contribution assumption: employee only about $298,002 at 4% or $198,668 at 6%; with 50% employer match about $198,668 at 4% or $132,446 at 6%; with 100% employer match about $149,001 at 4% or $99,334 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-41$7,149,414$488,724$11,920iApproximate average salary by contribution assumption: employee only about $298,002 at 4% or $198,668 at 6%; with 50% employer match about $198,668 at 4% or $132,446 at 6%; with 100% employer match about $149,001 at 4% or $99,334 at 6%.
2012146$5,834,439$466,022$10,131iApproximate average salary by contribution assumption: employee only about $253,273 at 4% or $168,849 at 6%; with 50% employer match about $168,849 at 4% or $112,566 at 6%; with 100% employer match about $126,636 at 4% or $84,424 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-46$5,834,439$466,022$10,131iApproximate average salary by contribution assumption: employee only about $253,273 at 4% or $168,849 at 6%; with 50% employer match about $168,849 at 4% or $112,566 at 6%; with 100% employer match about $126,636 at 4% or $84,424 at 6%.
2011150$5,586,408$452,442$9,049iApproximate average salary by contribution assumption: employee only about $226,221 at 4% or $150,814 at 6%; with 50% employer match about $150,814 at 4% or $100,543 at 6%; with 100% employer match about $113,111 at 4% or $75,407 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-50$5,586,408$452,442$9,049iApproximate average salary by contribution assumption: employee only about $226,221 at 4% or $150,814 at 6%; with 50% employer match about $150,814 at 4% or $100,543 at 6%; with 100% employer match about $113,111 at 4% or $75,407 at 6%.
2010152$6,476,214$485,499$9,337iApproximate average salary by contribution assumption: employee only about $233,413 at 4% or $155,609 at 6%; with 50% employer match about $155,609 at 4% or $103,739 at 6%; with 100% employer match about $116,706 at 4% or $77,804 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-52$6,476,214$485,499$9,337iApproximate average salary by contribution assumption: employee only about $233,413 at 4% or $155,609 at 6%; with 50% employer match about $155,609 at 4% or $103,739 at 6%; with 100% employer match about $116,706 at 4% or $77,804 at 6%.
2009138$5,381,110$476,732$12,546iApproximate average salary by contribution assumption: employee only about $313,639 at 4% or $209,093 at 6%; with 50% employer match about $209,093 at 4% or $139,395 at 6%; with 100% employer match about $156,820 at 4% or $104,546 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-38$5,381,110$476,732$12,546iApproximate average salary by contribution assumption: employee only about $313,639 at 4% or $209,093 at 6%; with 50% employer match about $209,093 at 4% or $139,395 at 6%; with 100% employer match about $156,820 at 4% or $104,546 at 6%.
2008139$3,860,260$395,490$10,141iApproximate average salary by contribution assumption: employee only about $253,519 at 4% or $169,013 at 6%; with 50% employer match about $169,013 at 4% or $112,675 at 6%; with 100% employer match about $126,760 at 4% or $84,506 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-39$3,860,260$395,490$10,141iApproximate average salary by contribution assumption: employee only about $253,519 at 4% or $169,013 at 6%; with 50% employer match about $169,013 at 4% or $112,675 at 6%; with 100% employer match about $126,760 at 4% or $84,506 at 6%.
2007135$0$0-
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-35---
2006133$4,466,734$392,926$11,907iApproximate average salary by contribution assumption: employee only about $297,671 at 4% or $198,447 at 6%; with 50% employer match about $198,447 at 4% or $132,298 at 6%; with 100% employer match about $148,836 at 4% or $99,224 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-33$4,466,734$392,926$11,907iApproximate average salary by contribution assumption: employee only about $297,671 at 4% or $198,447 at 6%; with 50% employer match about $198,447 at 4% or $132,298 at 6%; with 100% employer match about $148,836 at 4% or $99,224 at 6%.
2005135$3,516,967$380,248$10,864iApproximate average salary by contribution assumption: employee only about $271,606 at 4% or $181,070 at 6%; with 50% employer match about $181,070 at 4% or $120,714 at 6%; with 100% employer match about $135,803 at 4% or $90,535 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-35$3,516,967$380,248$10,864iApproximate average salary by contribution assumption: employee only about $271,606 at 4% or $181,070 at 6%; with 50% employer match about $181,070 at 4% or $120,714 at 6%; with 100% employer match about $135,803 at 4% or $90,535 at 6%.
2004132$3,020,268$364,780$11,399iApproximate average salary by contribution assumption: employee only about $284,984 at 4% or $189,990 at 6%; with 50% employer match about $189,990 at 4% or $126,660 at 6%; with 100% employer match about $142,492 at 4% or $94,995 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-32$3,020,268$364,780$11,399iApproximate average salary by contribution assumption: employee only about $284,984 at 4% or $189,990 at 6%; with 50% employer match about $189,990 at 4% or $126,660 at 6%; with 100% employer match about $142,492 at 4% or $94,995 at 6%.
2003129$2,305,641$225,002$7,759iApproximate average salary by contribution assumption: employee only about $193,967 at 4% or $129,311 at 6%; with 50% employer match about $129,311 at 4% or $86,208 at 6%; with 100% employer match about $96,984 at 4% or $64,656 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-29$2,305,641$225,002$7,759iApproximate average salary by contribution assumption: employee only about $193,967 at 4% or $129,311 at 6%; with 50% employer match about $129,311 at 4% or $86,208 at 6%; with 100% employer match about $96,984 at 4% or $64,656 at 6%.
2002129$1,837,757$230,395$7,945iApproximate average salary by contribution assumption: employee only about $198,616 at 4% or $132,411 at 6%; with 50% employer match about $132,411 at 4% or $88,274 at 6%; with 100% employer match about $99,308 at 4% or $66,205 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-29$1,837,757$230,395$7,945iApproximate average salary by contribution assumption: employee only about $198,616 at 4% or $132,411 at 6%; with 50% employer match about $132,411 at 4% or $88,274 at 6%; with 100% employer match about $99,308 at 4% or $66,205 at 6%.
2001119$1,970,696$163,360$8,598iApproximate average salary by contribution assumption: employee only about $214,947 at 4% or $143,298 at 6%; with 50% employer match about $143,298 at 4% or $95,532 at 6%; with 100% employer match about $107,474 at 4% or $71,649 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-19$1,970,696$163,360$8,598iApproximate average salary by contribution assumption: employee only about $214,947 at 4% or $143,298 at 6%; with 50% employer match about $143,298 at 4% or $95,532 at 6%; with 100% employer match about $107,474 at 4% or $71,649 at 6%.
2000117$2,097,674$154,005$9,059iApproximate average salary by contribution assumption: employee only about $226,478 at 4% or $150,985 at 6%; with 50% employer match about $150,985 at 4% or $100,657 at 6%; with 100% employer match about $113,239 at 4% or $75,493 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-17$2,097,674$154,005$9,059iApproximate average salary by contribution assumption: employee only about $226,478 at 4% or $150,985 at 6%; with 50% employer match about $150,985 at 4% or $100,657 at 6%; with 100% employer match about $113,239 at 4% or $75,493 at 6%.
1999120$2,183,066$151,653$7,583iApproximate average salary by contribution assumption: employee only about $189,566 at 4% or $126,378 at 6%; with 50% employer match about $126,378 at 4% or $84,252 at 6%; with 100% employer match about $94,783 at 4% or $63,189 at 6%.
Leone, Mcdonnell & Roberts, P.A. 401K Profit Sharing Plan & Trust-20$2,183,066$151,653$7,583iApproximate average salary by contribution assumption: employee only about $189,566 at 4% or $126,378 at 6%; with 50% employer match about $126,378 at 4% or $84,252 at 6%; with 100% employer match about $94,783 at 4% or $63,189 at 6%.