Civic Intelligence

JAMES BART LEONARDI, LLC

Plan context: JAMES BART LEONARDI, LLC 401K PLAN AND TRUST

EIN 27-5408587 • Westlake, OH • 6 filings • 1 plans

24700 Center Ridge Road, Ste 250Westlake, OH 44145
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$629,333

2025 Contributions

$58,045

Historical Graphs

Total Assets Over Time

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

$629,333$314,667$0202020232025YearValue
$629,333Latest year 2025

Participants Over Time

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

320202020232025YearValue
2Latest year 2025

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
202512$629,333$58,045$29,023iApproximate average salary by contribution assumption: employee only about $725,563 at 4% or $483,708 at 6%; with 50% employer match about $483,708 at 4% or $322,472 at 6%; with 100% employer match about $362,781 at 4% or $241,854 at 6%.
JAMES BART LEONARDI, LLC 401K PLAN AND TRUST-2$629,333$58,045$29,023iApproximate average salary by contribution assumption: employee only about $725,563 at 4% or $483,708 at 6%; with 50% employer match about $483,708 at 4% or $322,472 at 6%; with 100% employer match about $362,781 at 4% or $241,854 at 6%.
202412$480,468$36,340$18,170iApproximate average salary by contribution assumption: employee only about $454,250 at 4% or $302,833 at 6%; with 50% employer match about $302,833 at 4% or $201,889 at 6%; with 100% employer match about $227,125 at 4% or $151,417 at 6%.
JAMES BART LEONARDI, LLC 401K PLAN AND TRUST-2$480,468$36,340$18,170iApproximate average salary by contribution assumption: employee only about $454,250 at 4% or $302,833 at 6%; with 50% employer match about $302,833 at 4% or $201,889 at 6%; with 100% employer match about $227,125 at 4% or $151,417 at 6%.
202312$393,864$54,894$27,447iApproximate average salary by contribution assumption: employee only about $686,175 at 4% or $457,450 at 6%; with 50% employer match about $457,450 at 4% or $304,967 at 6%; with 100% employer match about $343,088 at 4% or $228,725 at 6%.
JAMES BART LEONARDI, LLC 401K PLAN AND TRUST-2$393,864$54,894$27,447iApproximate average salary by contribution assumption: employee only about $686,175 at 4% or $457,450 at 6%; with 50% employer match about $457,450 at 4% or $304,967 at 6%; with 100% employer match about $343,088 at 4% or $228,725 at 6%.
202212$287,879$31,673$15,837iApproximate average salary by contribution assumption: employee only about $395,913 at 4% or $263,942 at 6%; with 50% employer match about $263,942 at 4% or $175,961 at 6%; with 100% employer match about $197,956 at 4% or $131,971 at 6%.
JAMES BART LEONARDI, LLC 401K PLAN AND TRUST-2$287,879$31,673$15,837iApproximate average salary by contribution assumption: employee only about $395,913 at 4% or $263,942 at 6%; with 50% employer match about $263,942 at 4% or $175,961 at 6%; with 100% employer match about $197,956 at 4% or $131,971 at 6%.
202113$314,143$29,401$9,800iApproximate average salary by contribution assumption: employee only about $245,008 at 4% or $163,339 at 6%; with 50% employer match about $163,339 at 4% or $108,893 at 6%; with 100% employer match about $122,504 at 4% or $81,669 at 6%.
JAMES BART LEONARDI, LLC 401K PLAN AND TRUST-3$314,143$29,401$9,800iApproximate average salary by contribution assumption: employee only about $245,008 at 4% or $163,339 at 6%; with 50% employer match about $163,339 at 4% or $108,893 at 6%; with 100% employer match about $122,504 at 4% or $81,669 at 6%.
202013$249,834$22,502$7,501iApproximate average salary by contribution assumption: employee only about $187,517 at 4% or $125,011 at 6%; with 50% employer match about $125,011 at 4% or $83,341 at 6%; with 100% employer match about $93,758 at 4% or $62,506 at 6%.
JAMES BART LEONARDI, LLC 401K PLAN AND TRUST-3$249,834$22,502$7,501iApproximate average salary by contribution assumption: employee only about $187,517 at 4% or $125,011 at 6%; with 50% employer match about $125,011 at 4% or $83,341 at 6%; with 100% employer match about $93,758 at 4% or $62,506 at 6%.