Civic Intelligence

Leavitt Partners LLC

Plan context: Leavitt Partners LLC Retirement Plan

EIN 26-4546944 • Cottonwood Heights, UT • 13 filings • 1 plans

2750 E Cottonwood Pkwy Suite 100Cottonwood Heights, UT 84121
Current Snapshot

Latest Year

2024

2024 Participants

99

2024 Assets

$10,402,685

2024 Contributions

$1,344,875

Historical Graphs

Total Assets Over Time

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

$10,402,685$5,201,343$0201020162021YearValue
$10,402,685Latest year 2021

Participants Over Time

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

129650201020162021YearValue
99Latest 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
202410$0$1,344,875-
Leavitt Partners LLC Retirement Plan-0-$1,344,875-
2021199$10,402,685$1,344,875$13,585iApproximate average salary by contribution assumption: employee only about $339,615 at 4% or $226,410 at 6%; with 50% employer match about $226,410 at 4% or $150,940 at 6%; with 100% employer match about $169,807 at 4% or $113,205 at 6%.
Leavitt Partners LLC Retirement Plan-99$10,402,685$1,344,875$13,585iApproximate average salary by contribution assumption: employee only about $339,615 at 4% or $226,410 at 6%; with 50% employer match about $226,410 at 4% or $150,940 at 6%; with 100% employer match about $169,807 at 4% or $113,205 at 6%.
20201104$9,225,283$1,566,504$15,063iApproximate average salary by contribution assumption: employee only about $376,563 at 4% or $251,042 at 6%; with 50% employer match about $251,042 at 4% or $167,362 at 6%; with 100% employer match about $188,282 at 4% or $125,521 at 6%.
Leavitt Partners LLC Retirement Plan-104$9,225,283$1,566,504$15,063iApproximate average salary by contribution assumption: employee only about $376,563 at 4% or $251,042 at 6%; with 50% employer match about $251,042 at 4% or $167,362 at 6%; with 100% employer match about $188,282 at 4% or $125,521 at 6%.
20191121$7,853,153$1,334,832$11,032iApproximate average salary by contribution assumption: employee only about $275,792 at 4% or $183,861 at 6%; with 50% employer match about $183,861 at 4% or $122,574 at 6%; with 100% employer match about $137,896 at 4% or $91,931 at 6%.
Leavitt Partners LLC Retirement Plan-121$7,853,153$1,334,832$11,032iApproximate average salary by contribution assumption: employee only about $275,792 at 4% or $183,861 at 6%; with 50% employer match about $183,861 at 4% or $122,574 at 6%; with 100% employer match about $137,896 at 4% or $91,931 at 6%.
20181102$5,766,412$1,198,815$11,753iApproximate average salary by contribution assumption: employee only about $293,827 at 4% or $195,885 at 6%; with 50% employer match about $195,885 at 4% or $130,590 at 6%; with 100% employer match about $146,914 at 4% or $97,942 at 6%.
Leavitt Partners LLC Retirement Plan-102$5,766,412$1,198,815$11,753iApproximate average salary by contribution assumption: employee only about $293,827 at 4% or $195,885 at 6%; with 50% employer match about $195,885 at 4% or $130,590 at 6%; with 100% employer match about $146,914 at 4% or $97,942 at 6%.
20171129$5,258,578$1,257,559$9,749iApproximate average salary by contribution assumption: employee only about $243,713 at 4% or $162,475 at 6%; with 50% employer match about $162,475 at 4% or $108,317 at 6%; with 100% employer match about $121,856 at 4% or $81,238 at 6%.
Leavitt Partners LLC Retirement Plan-129$5,258,578$1,257,559$9,749iApproximate average salary by contribution assumption: employee only about $243,713 at 4% or $162,475 at 6%; with 50% employer match about $162,475 at 4% or $108,317 at 6%; with 100% employer match about $121,856 at 4% or $81,238 at 6%.
2016199$3,595,291$1,306,716$13,199iApproximate average salary by contribution assumption: employee only about $329,979 at 4% or $219,986 at 6%; with 50% employer match about $219,986 at 4% or $146,657 at 6%; with 100% employer match about $164,989 at 4% or $109,993 at 6%.
Leavitt Partners LLC Retirement Plan-99$3,595,291$1,306,716$13,199iApproximate average salary by contribution assumption: employee only about $329,979 at 4% or $219,986 at 6%; with 50% employer match about $219,986 at 4% or $146,657 at 6%; with 100% employer match about $164,989 at 4% or $109,993 at 6%.
2015167$2,332,726$528,573$7,889iApproximate average salary by contribution assumption: employee only about $197,229 at 4% or $131,486 at 6%; with 50% employer match about $131,486 at 4% or $87,657 at 6%; with 100% employer match about $98,614 at 4% or $65,743 at 6%.
Leavitt Partners LLC Retirement Plan-67$2,332,726$528,573$7,889iApproximate average salary by contribution assumption: employee only about $197,229 at 4% or $131,486 at 6%; with 50% employer match about $131,486 at 4% or $87,657 at 6%; with 100% employer match about $98,614 at 4% or $65,743 at 6%.
2014156$2,087,010$476,953$8,517iApproximate average salary by contribution assumption: employee only about $212,925 at 4% or $141,950 at 6%; with 50% employer match about $141,950 at 4% or $94,634 at 6%; with 100% employer match about $106,463 at 4% or $70,975 at 6%.
Leavitt Partners LLC Retirement Plan-56$2,087,010$476,953$8,517iApproximate average salary by contribution assumption: employee only about $212,925 at 4% or $141,950 at 6%; with 50% employer match about $141,950 at 4% or $94,634 at 6%; with 100% employer match about $106,463 at 4% or $70,975 at 6%.
2013150$1,631,105$553,037$11,061iApproximate average salary by contribution assumption: employee only about $276,519 at 4% or $184,346 at 6%; with 50% employer match about $184,346 at 4% or $122,897 at 6%; with 100% employer match about $138,259 at 4% or $92,173 at 6%.
Leavitt Partners LLC Retirement Plan-50$1,631,105$553,037$11,061iApproximate average salary by contribution assumption: employee only about $276,519 at 4% or $184,346 at 6%; with 50% employer match about $184,346 at 4% or $122,897 at 6%; with 100% employer match about $138,259 at 4% or $92,173 at 6%.
2012135$1,103,537$429,795$12,280iApproximate average salary by contribution assumption: employee only about $306,996 at 4% or $204,664 at 6%; with 50% employer match about $204,664 at 4% or $136,443 at 6%; with 100% employer match about $153,498 at 4% or $102,332 at 6%.
Leavitt Partners LLC Retirement Plan-35$1,103,537$429,795$12,280iApproximate average salary by contribution assumption: employee only about $306,996 at 4% or $204,664 at 6%; with 50% employer match about $204,664 at 4% or $136,443 at 6%; with 100% employer match about $153,498 at 4% or $102,332 at 6%.
2011130$593,126$339,171$11,306iApproximate average salary by contribution assumption: employee only about $282,643 at 4% or $188,428 at 6%; with 50% employer match about $188,428 at 4% or $125,619 at 6%; with 100% employer match about $141,321 at 4% or $94,214 at 6%.
Leavitt Partners LLC Retirement Plan-30$593,126$339,171$11,306iApproximate average salary by contribution assumption: employee only about $282,643 at 4% or $188,428 at 6%; with 50% employer match about $188,428 at 4% or $125,619 at 6%; with 100% employer match about $141,321 at 4% or $94,214 at 6%.
2010119$284,289$267,164$14,061iApproximate average salary by contribution assumption: employee only about $351,532 at 4% or $234,354 at 6%; with 50% employer match about $234,354 at 4% or $156,236 at 6%; with 100% employer match about $175,766 at 4% or $117,177 at 6%.
Leavitt Partners LLC Retirement Plan-19$284,289$267,164$14,061iApproximate average salary by contribution assumption: employee only about $351,532 at 4% or $234,354 at 6%; with 50% employer match about $234,354 at 4% or $156,236 at 6%; with 100% employer match about $175,766 at 4% or $117,177 at 6%.
Leavitt Partners LLC | EIN 26-4546944 | 2024 Form 5500 Company Profile