Civic Intelligence

DI Leo & Associates

Plan context: DI Leo & Associates 401K Plan

EIN 16-1598232 • Amherst, NY • 14 filings • 1 plans

300 Corporate Parkway Suite 216NAmherst, NY 14226
Current Snapshot

Latest Year

2021

2021 Participants

42

2021 Assets

$3,935,977

2021 Contributions

$257,491

Historical Graphs

Total Assets Over Time

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

$3,935,977$1,967,989$0200820152021YearValue
$3,935,977Latest year 2021

Participants Over Time

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

44220200820152021YearValue
42Latest year 2021

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
2021142$3,935,977$257,491$6,131iApproximate average salary by contribution assumption: employee only about $153,268 at 4% or $102,179 at 6%; with 50% employer match about $102,179 at 4% or $68,119 at 6%; with 100% employer match about $76,634 at 4% or $51,089 at 6%.
DI Leo & Associates 401K Plan-42$3,935,977$257,491$6,131iApproximate average salary by contribution assumption: employee only about $153,268 at 4% or $102,179 at 6%; with 50% employer match about $102,179 at 4% or $68,119 at 6%; with 100% employer match about $76,634 at 4% or $51,089 at 6%.
2020144$3,375,825$271,286$6,166iApproximate average salary by contribution assumption: employee only about $154,140 at 4% or $102,760 at 6%; with 50% employer match about $102,760 at 4% or $68,507 at 6%; with 100% employer match about $77,070 at 4% or $51,380 at 6%.
DI Leo & Associates 401K Plan-44$3,375,825$271,286$6,166iApproximate average salary by contribution assumption: employee only about $154,140 at 4% or $102,760 at 6%; with 50% employer match about $102,760 at 4% or $68,507 at 6%; with 100% employer match about $77,070 at 4% or $51,380 at 6%.
2019144$2,707,470$326,537$7,421iApproximate average salary by contribution assumption: employee only about $185,532 at 4% or $123,688 at 6%; with 50% employer match about $123,688 at 4% or $82,459 at 6%; with 100% employer match about $92,766 at 4% or $61,844 at 6%.
DI Leo & Associates 401K Plan-44$2,707,470$326,537$7,421iApproximate average salary by contribution assumption: employee only about $185,532 at 4% or $123,688 at 6%; with 50% employer match about $123,688 at 4% or $82,459 at 6%; with 100% employer match about $92,766 at 4% or $61,844 at 6%.
2018136$1,943,909$205,245$5,701iApproximate average salary by contribution assumption: employee only about $142,531 at 4% or $95,021 at 6%; with 50% employer match about $95,021 at 4% or $63,347 at 6%; with 100% employer match about $71,266 at 4% or $47,510 at 6%.
DI Leo & Associates 401K Plan-36$1,943,909$205,245$5,701iApproximate average salary by contribution assumption: employee only about $142,531 at 4% or $95,021 at 6%; with 50% employer match about $95,021 at 4% or $63,347 at 6%; with 100% employer match about $71,266 at 4% or $47,510 at 6%.
2017135$2,011,419$198,344$5,667iApproximate average salary by contribution assumption: employee only about $141,674 at 4% or $94,450 at 6%; with 50% employer match about $94,450 at 4% or $62,966 at 6%; with 100% employer match about $70,837 at 4% or $47,225 at 6%.
DI Leo & Associates 401K Plan-35$2,011,419$198,344$5,667iApproximate average salary by contribution assumption: employee only about $141,674 at 4% or $94,450 at 6%; with 50% employer match about $94,450 at 4% or $62,966 at 6%; with 100% employer match about $70,837 at 4% or $47,225 at 6%.
2016129$1,793,484$157,394$5,427iApproximate average salary by contribution assumption: employee only about $135,684 at 4% or $90,456 at 6%; with 50% employer match about $90,456 at 4% or $60,304 at 6%; with 100% employer match about $67,842 at 4% or $45,228 at 6%.
DI Leo & Associates 401K Plan-29$1,793,484$157,394$5,427iApproximate average salary by contribution assumption: employee only about $135,684 at 4% or $90,456 at 6%; with 50% employer match about $90,456 at 4% or $60,304 at 6%; with 100% employer match about $67,842 at 4% or $45,228 at 6%.
2015121$1,383,365$220,231$10,487iApproximate average salary by contribution assumption: employee only about $262,180 at 4% or $174,787 at 6%; with 50% employer match about $174,787 at 4% or $116,524 at 6%; with 100% employer match about $131,090 at 4% or $87,393 at 6%.
DI Leo & Associates 401K Plan-21$1,383,365$220,231$10,487iApproximate average salary by contribution assumption: employee only about $262,180 at 4% or $174,787 at 6%; with 50% employer match about $174,787 at 4% or $116,524 at 6%; with 100% employer match about $131,090 at 4% or $87,393 at 6%.
2014119$1,443,113$121,931$6,417iApproximate average salary by contribution assumption: employee only about $160,436 at 4% or $106,957 at 6%; with 50% employer match about $106,957 at 4% or $71,305 at 6%; with 100% employer match about $80,218 at 4% or $53,479 at 6%.
DI Leo & Associates 401K Plan-19$1,443,113$121,931$6,417iApproximate average salary by contribution assumption: employee only about $160,436 at 4% or $106,957 at 6%; with 50% employer match about $106,957 at 4% or $71,305 at 6%; with 100% employer match about $80,218 at 4% or $53,479 at 6%.
2013115$1,266,993$133,474$8,898iApproximate average salary by contribution assumption: employee only about $222,457 at 4% or $148,304 at 6%; with 50% employer match about $148,304 at 4% or $98,870 at 6%; with 100% employer match about $111,228 at 4% or $74,152 at 6%.
DI Leo & Associates 401K Plan-15$1,266,993$133,474$8,898iApproximate average salary by contribution assumption: employee only about $222,457 at 4% or $148,304 at 6%; with 50% employer match about $148,304 at 4% or $98,870 at 6%; with 100% employer match about $111,228 at 4% or $74,152 at 6%.
2012118$896,267$125,432$6,968iApproximate average salary by contribution assumption: employee only about $174,211 at 4% or $116,141 at 6%; with 50% employer match about $116,141 at 4% or $77,427 at 6%; with 100% employer match about $87,106 at 4% or $58,070 at 6%.
DI Leo & Associates 401K Plan-18$896,267$125,432$6,968iApproximate average salary by contribution assumption: employee only about $174,211 at 4% or $116,141 at 6%; with 50% employer match about $116,141 at 4% or $77,427 at 6%; with 100% employer match about $87,106 at 4% or $58,070 at 6%.
2011114$707,634$104,076$7,434iApproximate average salary by contribution assumption: employee only about $185,850 at 4% or $123,900 at 6%; with 50% employer match about $123,900 at 4% or $82,600 at 6%; with 100% employer match about $92,925 at 4% or $61,950 at 6%.
DI Leo & Associates 401K Plan-14$707,634$104,076$7,434iApproximate average salary by contribution assumption: employee only about $185,850 at 4% or $123,900 at 6%; with 50% employer match about $123,900 at 4% or $82,600 at 6%; with 100% employer match about $92,925 at 4% or $61,950 at 6%.
2010115$646,852$101,786$6,786iApproximate average salary by contribution assumption: employee only about $169,643 at 4% or $113,096 at 6%; with 50% employer match about $113,096 at 4% or $75,397 at 6%; with 100% employer match about $84,822 at 4% or $56,548 at 6%.
DI Leo & Associates 401K Plan-15$646,852$101,786$6,786iApproximate average salary by contribution assumption: employee only about $169,643 at 4% or $113,096 at 6%; with 50% employer match about $113,096 at 4% or $75,397 at 6%; with 100% employer match about $84,822 at 4% or $56,548 at 6%.
2009114$464,791$107,130$7,652iApproximate average salary by contribution assumption: employee only about $191,304 at 4% or $127,536 at 6%; with 50% employer match about $127,536 at 4% or $85,024 at 6%; with 100% employer match about $95,652 at 4% or $63,768 at 6%.
DI Leo & Associates 401K Plan-14$464,791$107,130$7,652iApproximate average salary by contribution assumption: employee only about $191,304 at 4% or $127,536 at 6%; with 50% employer match about $127,536 at 4% or $85,024 at 6%; with 100% employer match about $95,652 at 4% or $63,768 at 6%.
2008116$301,743$64,906$4,057iApproximate average salary by contribution assumption: employee only about $101,416 at 4% or $67,610 at 6%; with 50% employer match about $67,610 at 4% or $45,074 at 6%; with 100% employer match about $50,708 at 4% or $33,805 at 6%.
DI Leo & Associates 401K Plan-16$301,743$64,906$4,057iApproximate average salary by contribution assumption: employee only about $101,416 at 4% or $67,610 at 6%; with 50% employer match about $67,610 at 4% or $45,074 at 6%; with 100% employer match about $50,708 at 4% or $33,805 at 6%.