Civic Intelligence

Charles Leone LLC.

Plan context: Charles Leone LLC. 401(K) Plan

EIN 06-1738268 • Red Bank, NJ • 21 filings • 4 plans

33 Reckless PlaceRed Bank, NJ 07701
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$6,636,428

2024 Contributions

$279,287

Historical Graphs

Total Assets Over Time

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

$6,636,428$3,318,214$0200920172024YearValue
$6,636,428Latest year 2024

Participants Over Time

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

1580200920172024YearValue
15Latest 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
2024115$6,636,428$279,287$18,619iApproximate average salary by contribution assumption: employee only about $465,478 at 4% or $310,319 at 6%; with 50% employer match about $310,319 at 4% or $206,879 at 6%; with 100% employer match about $232,739 at 4% or $155,159 at 6%.
Charles Leone LLC. 401(K) Plan-15$6,636,428$279,287$18,619iApproximate average salary by contribution assumption: employee only about $465,478 at 4% or $310,319 at 6%; with 50% employer match about $310,319 at 4% or $206,879 at 6%; with 100% employer match about $232,739 at 4% or $155,159 at 6%.
2023114$5,528,678$264,643$18,903iApproximate average salary by contribution assumption: employee only about $472,577 at 4% or $315,051 at 6%; with 50% employer match about $315,051 at 4% or $210,034 at 6%; with 100% employer match about $236,288 at 4% or $157,526 at 6%.
Charles Leone LLC. 401(K) Plan-14$5,528,678$264,643$18,903iApproximate average salary by contribution assumption: employee only about $472,577 at 4% or $315,051 at 6%; with 50% employer match about $315,051 at 4% or $210,034 at 6%; with 100% employer match about $236,288 at 4% or $157,526 at 6%.
2022114$4,331,895$265,397$18,957iApproximate average salary by contribution assumption: employee only about $473,923 at 4% or $315,949 at 6%; with 50% employer match about $315,949 at 4% or $210,633 at 6%; with 100% employer match about $236,962 at 4% or $157,974 at 6%.
Charles Leone LLC. 401(K) Plan-14$4,331,895$265,397$18,957iApproximate average salary by contribution assumption: employee only about $473,923 at 4% or $315,949 at 6%; with 50% employer match about $315,949 at 4% or $210,633 at 6%; with 100% employer match about $236,962 at 4% or $157,974 at 6%.
2021113$5,405,389$172,034$13,233iApproximate average salary by contribution assumption: employee only about $330,835 at 4% or $220,556 at 6%; with 50% employer match about $220,556 at 4% or $147,038 at 6%; with 100% employer match about $165,417 at 4% or $110,278 at 6%.
Charles Leone LLC. 401(K) Plan-13$5,405,389$172,034$13,233iApproximate average salary by contribution assumption: employee only about $330,835 at 4% or $220,556 at 6%; with 50% employer match about $220,556 at 4% or $147,038 at 6%; with 100% employer match about $165,417 at 4% or $110,278 at 6%.
2020113$4,572,880$321,622$24,740iApproximate average salary by contribution assumption: employee only about $618,504 at 4% or $412,336 at 6%; with 50% employer match about $412,336 at 4% or $274,891 at 6%; with 100% employer match about $309,252 at 4% or $206,168 at 6%.
Charles Leone LLC. 401(K) Plan-13$4,572,880$321,622$24,740iApproximate average salary by contribution assumption: employee only about $618,504 at 4% or $412,336 at 6%; with 50% employer match about $412,336 at 4% or $274,891 at 6%; with 100% employer match about $309,252 at 4% or $206,168 at 6%.
2019112$3,740,072$180,417$15,035iApproximate average salary by contribution assumption: employee only about $375,869 at 4% or $250,579 at 6%; with 50% employer match about $250,579 at 4% or $167,053 at 6%; with 100% employer match about $187,934 at 4% or $125,290 at 6%.
Charles Leone LLC. 401(K) Plan-12$3,740,072$180,417$15,035iApproximate average salary by contribution assumption: employee only about $375,869 at 4% or $250,579 at 6%; with 50% employer match about $250,579 at 4% or $167,053 at 6%; with 100% employer match about $187,934 at 4% or $125,290 at 6%.
201829$3,021,783$706,683$78,520iApproximate average salary by contribution assumption: employee only about $1,963,008 at 4% or $1,308,672 at 6%; with 50% employer match about $1,308,672 at 4% or $872,448 at 6%; with 100% employer match about $981,504 at 4% or $654,336 at 6%.
Charles Leone LLC. 401(K) Plan-9$3,021,783$706,683$78,520iApproximate average salary by contribution assumption: employee only about $1,963,008 at 4% or $1,308,672 at 6%; with 50% employer match about $1,308,672 at 4% or $872,448 at 6%; with 100% employer match about $981,504 at 4% or $654,336 at 6%.
CHARLES LEONE, LLC CASH BALANCE PLAN-0$0$0-
2017210$3,191,716$136,582$13,658iApproximate average salary by contribution assumption: employee only about $341,455 at 4% or $227,637 at 6%; with 50% employer match about $227,637 at 4% or $151,758 at 6%; with 100% employer match about $170,728 at 4% or $113,818 at 6%.
Charles Leone LLC. 401(K) Plan-10$2,625,010$136,582$13,658iApproximate average salary by contribution assumption: employee only about $341,455 at 4% or $227,637 at 6%; with 50% employer match about $227,637 at 4% or $151,758 at 6%; with 100% employer match about $170,728 at 4% or $113,818 at 6%.
CHARLES LEONE, LLC CASH BALANCE PLAN-10$566,706$0-
2016210$2,574,156$308,907$30,891iApproximate average salary by contribution assumption: employee only about $772,268 at 4% or $514,845 at 6%; with 50% employer match about $514,845 at 4% or $343,230 at 6%; with 100% employer match about $386,134 at 4% or $257,423 at 6%.
Charles Leone LLC. 401(K) Plan-10$2,058,708$140,344$14,034iApproximate average salary by contribution assumption: employee only about $350,860 at 4% or $233,907 at 6%; with 50% employer match about $233,907 at 4% or $155,938 at 6%; with 100% employer match about $175,430 at 4% or $116,953 at 6%.
CHARLES LEONE, LLC CASH BALANCE PLAN-10$515,448$168,563$16,856iApproximate average salary by contribution assumption: employee only about $421,408 at 4% or $280,938 at 6%; with 50% employer match about $280,938 at 4% or $187,292 at 6%; with 100% employer match about $210,704 at 4% or $140,469 at 6%.
2015210$2,128,394$294,671$29,467iApproximate average salary by contribution assumption: employee only about $736,678 at 4% or $491,118 at 6%; with 50% employer match about $491,118 at 4% or $327,412 at 6%; with 100% employer match about $368,339 at 4% or $245,559 at 6%.
Charles Leone LLC. 401(K) Plan-10$1,798,690$127,650$12,765iApproximate average salary by contribution assumption: employee only about $319,125 at 4% or $212,750 at 6%; with 50% employer match about $212,750 at 4% or $141,833 at 6%; with 100% employer match about $159,563 at 4% or $106,375 at 6%.
CHARLES LEONE, LLC CASH BALANCE PLAN-10$329,704$167,021$16,702iApproximate average salary by contribution assumption: employee only about $417,552 at 4% or $278,368 at 6%; with 50% employer match about $278,368 at 4% or $185,579 at 6%; with 100% employer match about $208,776 at 4% or $139,184 at 6%.
2014211$1,876,982$247,300$22,482iApproximate average salary by contribution assumption: employee only about $562,045 at 4% or $374,697 at 6%; with 50% employer match about $374,697 at 4% or $249,798 at 6%; with 100% employer match about $281,023 at 4% or $187,348 at 6%.
Charles Leone LLC. 401(K) Plan-11$1,708,328$78,646$7,150iApproximate average salary by contribution assumption: employee only about $178,741 at 4% or $119,161 at 6%; with 50% employer match about $119,161 at 4% or $79,440 at 6%; with 100% employer match about $89,370 at 4% or $59,580 at 6%.
CHARLES LEONE, LLC CASH BALANCE PLAN-9$168,654$168,654$18,739iApproximate average salary by contribution assumption: employee only about $468,483 at 4% or $312,322 at 6%; with 50% employer match about $312,322 at 4% or $208,215 at 6%; with 100% employer match about $234,242 at 4% or $156,161 at 6%.
201318$1,536,661$86,548$10,819iApproximate average salary by contribution assumption: employee only about $270,463 at 4% or $180,308 at 6%; with 50% employer match about $180,308 at 4% or $120,206 at 6%; with 100% employer match about $135,231 at 4% or $90,154 at 6%.
Charles Leone LLC. 401(K) Plan-8$1,536,661$86,548$10,819iApproximate average salary by contribution assumption: employee only about $270,463 at 4% or $180,308 at 6%; with 50% employer match about $180,308 at 4% or $120,206 at 6%; with 100% employer match about $135,231 at 4% or $90,154 at 6%.
201219$1,186,480$85,392$9,488iApproximate average salary by contribution assumption: employee only about $237,200 at 4% or $158,133 at 6%; with 50% employer match about $158,133 at 4% or $105,422 at 6%; with 100% employer match about $118,600 at 4% or $79,067 at 6%.
Charles Leone LLC. 401(K) Plan-9$1,186,480$85,392$9,488iApproximate average salary by contribution assumption: employee only about $237,200 at 4% or $158,133 at 6%; with 50% employer match about $158,133 at 4% or $105,422 at 6%; with 100% employer match about $118,600 at 4% or $79,067 at 6%.
201119$963,450$60,497$6,722iApproximate average salary by contribution assumption: employee only about $168,047 at 4% or $112,031 at 6%; with 50% employer match about $112,031 at 4% or $74,688 at 6%; with 100% employer match about $84,024 at 4% or $56,016 at 6%.
Charles Leone LLC. 401(K) Plan-9$963,450$60,497$6,722iApproximate average salary by contribution assumption: employee only about $168,047 at 4% or $112,031 at 6%; with 50% employer match about $112,031 at 4% or $74,688 at 6%; with 100% employer match about $84,024 at 4% or $56,016 at 6%.
2010110$996,326$71,246$7,125iApproximate average salary by contribution assumption: employee only about $178,115 at 4% or $118,743 at 6%; with 50% employer match about $118,743 at 4% or $79,162 at 6%; with 100% employer match about $89,058 at 4% or $59,372 at 6%.
Charles Leone LLC. 401(K) Plan-10$996,326$71,246$7,125iApproximate average salary by contribution assumption: employee only about $178,115 at 4% or $118,743 at 6%; with 50% employer match about $118,743 at 4% or $79,162 at 6%; with 100% employer match about $89,058 at 4% or $59,372 at 6%.
200919$825,385$69,394$7,710iApproximate average salary by contribution assumption: employee only about $192,761 at 4% or $128,507 at 6%; with 50% employer match about $128,507 at 4% or $85,672 at 6%; with 100% employer match about $96,381 at 4% or $64,254 at 6%.
Charles Leone LLC. 401(K) Plan-9$825,385$69,394$7,710iApproximate average salary by contribution assumption: employee only about $192,761 at 4% or $128,507 at 6%; with 50% employer match about $128,507 at 4% or $85,672 at 6%; with 100% employer match about $96,381 at 4% or $64,254 at 6%.