Civic Intelligence

L Wealth LLC

Plan context: Leap Wealth Management 401(K) Plan

EIN 27-1323398 • Dallas, TX • 15 filings • 2 plans

6301 Gaston AvenueSuite 205Dallas, TX 75214
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,006,200

2024 Contributions

$100,945

Historical Graphs

Total Assets Over Time

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

$1,006,200$503,100$0201020172024YearValue
$1,006,200Latest year 2024

Participants Over Time

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

630201020172024YearValue
6Latest 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
202416$1,006,200$100,945$16,824iApproximate average salary by contribution assumption: employee only about $420,604 at 4% or $280,403 at 6%; with 50% employer match about $280,403 at 4% or $186,935 at 6%; with 100% employer match about $210,302 at 4% or $140,201 at 6%.
Leap Wealth Management 401(K) Plan-6$1,006,200$100,945$16,824iApproximate average salary by contribution assumption: employee only about $420,604 at 4% or $280,403 at 6%; with 50% employer match about $280,403 at 4% or $186,935 at 6%; with 100% employer match about $210,302 at 4% or $140,201 at 6%.
202316$656,595$102,331$17,055iApproximate average salary by contribution assumption: employee only about $426,379 at 4% or $284,253 at 6%; with 50% employer match about $284,253 at 4% or $189,502 at 6%; with 100% employer match about $213,190 at 4% or $142,126 at 6%.
Leap Wealth Management 401(K) Plan-6$656,595$102,331$17,055iApproximate average salary by contribution assumption: employee only about $426,379 at 4% or $284,253 at 6%; with 50% employer match about $284,253 at 4% or $189,502 at 6%; with 100% employer match about $213,190 at 4% or $142,126 at 6%.
202215$431,842$90,462$18,092iApproximate average salary by contribution assumption: employee only about $452,310 at 4% or $301,540 at 6%; with 50% employer match about $301,540 at 4% or $201,027 at 6%; with 100% employer match about $226,155 at 4% or $150,770 at 6%.
Leap Wealth Management 401(K) Plan-5$431,842$90,462$18,092iApproximate average salary by contribution assumption: employee only about $452,310 at 4% or $301,540 at 6%; with 50% employer match about $301,540 at 4% or $201,027 at 6%; with 100% employer match about $226,155 at 4% or $150,770 at 6%.
202115$634,015$77,450$15,490iApproximate average salary by contribution assumption: employee only about $387,250 at 4% or $258,167 at 6%; with 50% employer match about $258,167 at 4% or $172,111 at 6%; with 100% employer match about $193,625 at 4% or $129,083 at 6%.
Leap Wealth Management 401(K) Plan-5$634,015$77,450$15,490iApproximate average salary by contribution assumption: employee only about $387,250 at 4% or $258,167 at 6%; with 50% employer match about $258,167 at 4% or $172,111 at 6%; with 100% employer match about $193,625 at 4% or $129,083 at 6%.
202014$597,537$75,289$18,822iApproximate average salary by contribution assumption: employee only about $470,556 at 4% or $313,704 at 6%; with 50% employer match about $313,704 at 4% or $209,136 at 6%; with 100% employer match about $235,278 at 4% or $156,852 at 6%.
Leap Wealth Management 401(K) Plan-4$597,537$75,289$18,822iApproximate average salary by contribution assumption: employee only about $470,556 at 4% or $313,704 at 6%; with 50% employer match about $313,704 at 4% or $209,136 at 6%; with 100% employer match about $235,278 at 4% or $156,852 at 6%.
201915$491,442$63,428$12,686iApproximate average salary by contribution assumption: employee only about $317,140 at 4% or $211,427 at 6%; with 50% employer match about $211,427 at 4% or $140,951 at 6%; with 100% employer match about $158,570 at 4% or $105,713 at 6%.
Leap Wealth Management 401(K) Plan-5$491,442$63,428$12,686iApproximate average salary by contribution assumption: employee only about $317,140 at 4% or $211,427 at 6%; with 50% employer match about $211,427 at 4% or $140,951 at 6%; with 100% employer match about $158,570 at 4% or $105,713 at 6%.
201813$321,357$50,163$16,721iApproximate average salary by contribution assumption: employee only about $418,025 at 4% or $278,683 at 6%; with 50% employer match about $278,683 at 4% or $185,789 at 6%; with 100% employer match about $209,013 at 4% or $139,342 at 6%.
Leap Wealth Management 401(K) Plan-3$321,357$50,163$16,721iApproximate average salary by contribution assumption: employee only about $418,025 at 4% or $278,683 at 6%; with 50% employer match about $278,683 at 4% or $185,789 at 6%; with 100% employer match about $209,013 at 4% or $139,342 at 6%.
201712$359,306$43,957$21,979iApproximate average salary by contribution assumption: employee only about $549,463 at 4% or $366,308 at 6%; with 50% employer match about $366,308 at 4% or $244,206 at 6%; with 100% employer match about $274,731 at 4% or $183,154 at 6%.
Leap Wealth Management 401(K) Plan-2$359,306$43,957$21,979iApproximate average salary by contribution assumption: employee only about $549,463 at 4% or $366,308 at 6%; with 50% employer match about $366,308 at 4% or $244,206 at 6%; with 100% employer match about $274,731 at 4% or $183,154 at 6%.
201615$277,477$45,034$9,007iApproximate average salary by contribution assumption: employee only about $225,170 at 4% or $150,113 at 6%; with 50% employer match about $150,113 at 4% or $100,076 at 6%; with 100% employer match about $112,585 at 4% or $75,057 at 6%.
Leap Wealth Management 401(K) Plan-5$277,477$45,034$9,007iApproximate average salary by contribution assumption: employee only about $225,170 at 4% or $150,113 at 6%; with 50% employer match about $150,113 at 4% or $100,076 at 6%; with 100% employer match about $112,585 at 4% or $75,057 at 6%.
201516$201,062$42,971$7,162iApproximate average salary by contribution assumption: employee only about $179,046 at 4% or $119,364 at 6%; with 50% employer match about $119,364 at 4% or $79,576 at 6%; with 100% employer match about $89,523 at 4% or $59,682 at 6%.
Leap Wealth Management 401(K) Plan-6$201,062$42,971$7,162iApproximate average salary by contribution assumption: employee only about $179,046 at 4% or $119,364 at 6%; with 50% employer match about $119,364 at 4% or $79,576 at 6%; with 100% employer match about $89,523 at 4% or $59,682 at 6%.
201414$192,624$34,488$8,622iApproximate average salary by contribution assumption: employee only about $215,550 at 4% or $143,700 at 6%; with 50% employer match about $143,700 at 4% or $95,800 at 6%; with 100% employer match about $107,775 at 4% or $71,850 at 6%.
Leap Wealth Management 401(K) Plan-4$192,624$34,488$8,622iApproximate average salary by contribution assumption: employee only about $215,550 at 4% or $143,700 at 6%; with 50% employer match about $143,700 at 4% or $95,800 at 6%; with 100% employer match about $107,775 at 4% or $71,850 at 6%.
201313$159,820$21,854$7,285iApproximate average salary by contribution assumption: employee only about $182,117 at 4% or $121,411 at 6%; with 50% employer match about $121,411 at 4% or $80,941 at 6%; with 100% employer match about $91,058 at 4% or $60,706 at 6%.
Leap Wealth Management 401(K) Plan-3$159,820$21,854$7,285iApproximate average salary by contribution assumption: employee only about $182,117 at 4% or $121,411 at 6%; with 50% employer match about $121,411 at 4% or $80,941 at 6%; with 100% employer match about $91,058 at 4% or $60,706 at 6%.
201214$196,403$52,393$13,098iApproximate average salary by contribution assumption: employee only about $327,456 at 4% or $218,304 at 6%; with 50% employer match about $218,304 at 4% or $145,536 at 6%; with 100% employer match about $163,728 at 4% or $109,152 at 6%.
Leap Wealth Management 401(K) Plan-4$196,403$52,393$13,098iApproximate average salary by contribution assumption: employee only about $327,456 at 4% or $218,304 at 6%; with 50% employer match about $218,304 at 4% or $145,536 at 6%; with 100% employer match about $163,728 at 4% or $109,152 at 6%.
201114$146,087$40,173$10,043iApproximate average salary by contribution assumption: employee only about $251,081 at 4% or $167,388 at 6%; with 50% employer match about $167,388 at 4% or $111,592 at 6%; with 100% employer match about $125,541 at 4% or $83,694 at 6%.
Leap Wealth Management 401(K) Plan-4$146,087$40,173$10,043iApproximate average salary by contribution assumption: employee only about $251,081 at 4% or $167,388 at 6%; with 50% employer match about $167,388 at 4% or $111,592 at 6%; with 100% employer match about $125,541 at 4% or $83,694 at 6%.
201014$169$337$84iApproximate average salary by contribution assumption: employee only about $2,106 at 4% or $1,404 at 6%; with 50% employer match about $1,404 at 4% or $936 at 6%; with 100% employer match about $1,053 at 4% or $702 at 6%.
Leap Wealth Management 401(K) Plan-4$169$337$84iApproximate average salary by contribution assumption: employee only about $2,106 at 4% or $1,404 at 6%; with 50% employer match about $1,404 at 4% or $936 at 6%; with 100% employer match about $1,053 at 4% or $702 at 6%.