Civic Intelligence

Donald W. Leo & Associates

Plan context: Donald W. Leo & Associates 401K Plan

EIN 11-2250065 • 5 filings • 3 plans

Current Snapshot

Latest Year

2006

2006 Participants

3

2006 Assets

$91,124

2006 Contributions

$15,253

Historical Graphs

Total Assets Over Time

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

$133,133$66,567$0199920042005YearValue
$91,124Latest year 2005

Participants Over Time

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

1050199920022004YearValue
3Latest year 2004

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
200610$0$0-
Donald W. Leo & Associates 401K Plan-0---
200510$91,124$0-
Donald W. Leo & Associates 401K Plan-0$91,124--
200413$83,792$15,253$5,084iApproximate average salary by contribution assumption: employee only about $127,108 at 4% or $84,739 at 6%; with 50% employer match about $84,739 at 4% or $56,493 at 6%; with 100% employer match about $63,554 at 4% or $42,369 at 6%.
Donald W. Leo & Associates 401K Plan-3$83,792$15,253$5,084iApproximate average salary by contribution assumption: employee only about $127,108 at 4% or $84,739 at 6%; with 50% employer match about $84,739 at 4% or $56,493 at 6%; with 100% employer match about $63,554 at 4% or $42,369 at 6%.
200216$133,133$35,876$5,979iApproximate average salary by contribution assumption: employee only about $149,483 at 4% or $99,656 at 6%; with 50% employer match about $99,656 at 4% or $66,437 at 6%; with 100% employer match about $74,742 at 4% or $49,828 at 6%.
Donald W. Leo & Associates 401K Plan-6$133,133$35,876$5,979iApproximate average salary by contribution assumption: employee only about $149,483 at 4% or $99,656 at 6%; with 50% employer match about $99,656 at 4% or $66,437 at 6%; with 100% employer match about $74,742 at 4% or $49,828 at 6%.
1999110$111,518$50,691$5,069iApproximate average salary by contribution assumption: employee only about $126,728 at 4% or $84,485 at 6%; with 50% employer match about $84,485 at 4% or $56,323 at 6%; with 100% employer match about $63,364 at 4% or $42,243 at 6%.
Donald W. Leo & Associates 401K Plan-10$111,518$50,691$5,069iApproximate average salary by contribution assumption: employee only about $126,728 at 4% or $84,485 at 6%; with 50% employer match about $84,485 at 4% or $56,323 at 6%; with 100% employer match about $63,364 at 4% or $42,243 at 6%.