Civic Intelligence

Leonard Insurance Agency Inc.

Plan context: LEONARD INSURANCE AGENCY, INC. CASH BALANCE PLAN

EIN 04-3496504 • Osterville, MA • 14 filings • 3 plans

683 Main Street, Suite BOsterville, MA 02655
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$176,824

2025 Contributions

$81,500

Historical Graphs

Total Assets Over Time

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

$1,465,835$732,918$0201420202025YearValue
$176,824Latest year 2025

Participants Over Time

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

740201420202025YearValue
7Latest year 2025

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
202517$176,824$81,500$11,643iApproximate average salary by contribution assumption: employee only about $291,071 at 4% or $194,048 at 6%; with 50% employer match about $194,048 at 4% or $129,365 at 6%; with 100% employer match about $145,536 at 4% or $97,024 at 6%.
LEONARD INSURANCE AGENCY, INC. CASH BALANCE PLAN-7$176,824$81,500$11,643iApproximate average salary by contribution assumption: employee only about $291,071 at 4% or $194,048 at 6%; with 50% employer match about $194,048 at 4% or $129,365 at 6%; with 100% employer match about $145,536 at 4% or $97,024 at 6%.
202426$1,380,381$145,544$24,257iApproximate average salary by contribution assumption: employee only about $606,433 at 4% or $404,289 at 6%; with 50% employer match about $404,289 at 4% or $269,526 at 6%; with 100% employer match about $303,217 at 4% or $202,144 at 6%.
Leonard Insurance Agency 401(K) Plan-6$1,294,141$59,304$9,884iApproximate average salary by contribution assumption: employee only about $247,100 at 4% or $164,733 at 6%; with 50% employer match about $164,733 at 4% or $109,822 at 6%; with 100% employer match about $123,550 at 4% or $82,367 at 6%.
LEONARD INSURANCE AGENCY, INC. CASH BALANCE PLAN-6$86,240$86,240$14,373iApproximate average salary by contribution assumption: employee only about $359,333 at 4% or $239,556 at 6%; with 50% employer match about $239,556 at 4% or $159,704 at 6%; with 100% employer match about $179,667 at 4% or $119,778 at 6%.
202316$1,098,241$93,129$15,522iApproximate average salary by contribution assumption: employee only about $388,038 at 4% or $258,692 at 6%; with 50% employer match about $258,692 at 4% or $172,461 at 6%; with 100% employer match about $194,019 at 4% or $129,346 at 6%.
Leonard Insurance Agency 401(K) Plan-6$1,098,241$93,129$15,522iApproximate average salary by contribution assumption: employee only about $388,038 at 4% or $258,692 at 6%; with 50% employer match about $258,692 at 4% or $172,461 at 6%; with 100% employer match about $194,019 at 4% or $129,346 at 6%.
202217$866,352$87,333$12,476iApproximate average salary by contribution assumption: employee only about $311,904 at 4% or $207,936 at 6%; with 50% employer match about $207,936 at 4% or $138,624 at 6%; with 100% employer match about $155,952 at 4% or $103,968 at 6%.
Leonard Insurance Agency 401(K) Plan-7$866,352$87,333$12,476iApproximate average salary by contribution assumption: employee only about $311,904 at 4% or $207,936 at 6%; with 50% employer match about $207,936 at 4% or $138,624 at 6%; with 100% employer match about $155,952 at 4% or $103,968 at 6%.
202117$941,186$81,190$11,599iApproximate average salary by contribution assumption: employee only about $289,964 at 4% or $193,310 at 6%; with 50% employer match about $193,310 at 4% or $128,873 at 6%; with 100% employer match about $144,982 at 4% or $96,655 at 6%.
Leonard Insurance Agency 401(K) Plan-7$941,186$81,190$11,599iApproximate average salary by contribution assumption: employee only about $289,964 at 4% or $193,310 at 6%; with 50% employer match about $193,310 at 4% or $128,873 at 6%; with 100% employer match about $144,982 at 4% or $96,655 at 6%.
202025$1,465,835$151,733$30,347iApproximate average salary by contribution assumption: employee only about $758,665 at 4% or $505,777 at 6%; with 50% employer match about $505,777 at 4% or $337,184 at 6%; with 100% employer match about $379,333 at 4% or $252,888 at 6%.
Leonard Insurance Agency 401(K) Plan-5$750,770$75,831$15,166iApproximate average salary by contribution assumption: employee only about $379,155 at 4% or $252,770 at 6%; with 50% employer match about $252,770 at 4% or $168,513 at 6%; with 100% employer match about $189,578 at 4% or $126,385 at 6%.
Leonard Insurance Agency 401(K) Plan-4$715,065$75,902$18,976iApproximate average salary by contribution assumption: employee only about $474,388 at 4% or $316,258 at 6%; with 50% employer match about $316,258 at 4% or $210,839 at 6%; with 100% employer match about $237,194 at 4% or $158,129 at 6%.
201915$577,617$75,299$15,060iApproximate average salary by contribution assumption: employee only about $376,495 at 4% or $250,997 at 6%; with 50% employer match about $250,997 at 4% or $167,331 at 6%; with 100% employer match about $188,248 at 4% or $125,498 at 6%.
Leonard Insurance Agency 401(K) Plan-5$577,617$75,299$15,060iApproximate average salary by contribution assumption: employee only about $376,495 at 4% or $250,997 at 6%; with 50% employer match about $250,997 at 4% or $167,331 at 6%; with 100% employer match about $188,248 at 4% or $125,498 at 6%.
201816$420,780$78,263$13,044iApproximate average salary by contribution assumption: employee only about $326,096 at 4% or $217,397 at 6%; with 50% employer match about $217,397 at 4% or $144,931 at 6%; with 100% employer match about $163,048 at 4% or $108,699 at 6%.
Leonard Insurance Agency 401(K) Plan-6$420,780$78,263$13,044iApproximate average salary by contribution assumption: employee only about $326,096 at 4% or $217,397 at 6%; with 50% employer match about $217,397 at 4% or $144,931 at 6%; with 100% employer match about $163,048 at 4% or $108,699 at 6%.
201716$373,065$74,776$12,463iApproximate average salary by contribution assumption: employee only about $311,567 at 4% or $207,711 at 6%; with 50% employer match about $207,711 at 4% or $138,474 at 6%; with 100% employer match about $155,783 at 4% or $103,856 at 6%.
Leonard Insurance Agency 401(K) Plan-6$373,065$74,776$12,463iApproximate average salary by contribution assumption: employee only about $311,567 at 4% or $207,711 at 6%; with 50% employer match about $207,711 at 4% or $138,474 at 6%; with 100% employer match about $155,783 at 4% or $103,856 at 6%.
201615$247,395$70,280$14,056iApproximate average salary by contribution assumption: employee only about $351,400 at 4% or $234,267 at 6%; with 50% employer match about $234,267 at 4% or $156,178 at 6%; with 100% employer match about $175,700 at 4% or $117,133 at 6%.
Leonard Insurance Agency 401(K) Plan-5$247,395$70,280$14,056iApproximate average salary by contribution assumption: employee only about $351,400 at 4% or $234,267 at 6%; with 50% employer match about $234,267 at 4% or $156,178 at 6%; with 100% employer match about $175,700 at 4% or $117,133 at 6%.
201515$166,535$79,151$15,830iApproximate average salary by contribution assumption: employee only about $395,755 at 4% or $263,837 at 6%; with 50% employer match about $263,837 at 4% or $175,891 at 6%; with 100% employer match about $197,878 at 4% or $131,918 at 6%.
Leonard Insurance Agency 401(K) Plan-5$166,535$79,151$15,830iApproximate average salary by contribution assumption: employee only about $395,755 at 4% or $263,837 at 6%; with 50% employer match about $263,837 at 4% or $175,891 at 6%; with 100% employer match about $197,878 at 4% or $131,918 at 6%.
201415$93,839$92,923$18,585iApproximate average salary by contribution assumption: employee only about $464,615 at 4% or $309,743 at 6%; with 50% employer match about $309,743 at 4% or $206,496 at 6%; with 100% employer match about $232,307 at 4% or $154,872 at 6%.
Leonard Insurance Agency 401(K) Plan-5$93,839$92,923$18,585iApproximate average salary by contribution assumption: employee only about $464,615 at 4% or $309,743 at 6%; with 50% employer match about $309,743 at 4% or $206,496 at 6%; with 100% employer match about $232,307 at 4% or $154,872 at 6%.