Civic Intelligence

James D. Leo, M.D. Inc.

Plan context: James D. Leo, M.D. Inc. Defined Benefit Pension Plan

EIN 33-0950658 • Long Beach, CA • 33 filings • 3 plans

2650 Elm Ave, Suite 307Long Beach, CA 90806
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$5,779,624

2024 Contributions

$352,728

Historical Graphs

Total Assets Over Time

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

$5,779,624$2,889,812$0200420152024YearValue
$5,779,624Latest year 2024

Participants Over Time

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

840200420142024YearValue
4Latest 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
202424$5,779,624$352,728$88,182iApproximate average salary by contribution assumption: employee only about $2,204,550 at 4% or $1,469,700 at 6%; with 50% employer match about $1,469,700 at 4% or $979,800 at 6%; with 100% employer match about $1,102,275 at 4% or $734,850 at 6%.
James D. Leo, M.D. Inc. Defined Benefit Pension Plan-4$3,215,649$232,771$58,193iApproximate average salary by contribution assumption: employee only about $1,454,819 at 4% or $969,879 at 6%; with 50% employer match about $969,879 at 4% or $646,586 at 6%; with 100% employer match about $727,409 at 4% or $484,940 at 6%.
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-4$2,563,975$119,957$29,989iApproximate average salary by contribution assumption: employee only about $749,731 at 4% or $499,821 at 6%; with 50% employer match about $499,821 at 4% or $333,214 at 6%; with 100% employer match about $374,866 at 4% or $249,910 at 6%.
202324$5,076,218$115,965$28,991iApproximate average salary by contribution assumption: employee only about $724,781 at 4% or $483,188 at 6%; with 50% employer match about $483,188 at 4% or $322,125 at 6%; with 100% employer match about $362,391 at 4% or $241,594 at 6%.
James D. Leo, M.D. Inc. Defined Benefit Pension Plan-4$2,819,262$0-
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-4$2,256,956$115,965$28,991iApproximate average salary by contribution assumption: employee only about $724,781 at 4% or $483,188 at 6%; with 50% employer match about $483,188 at 4% or $322,125 at 6%; with 100% employer match about $362,391 at 4% or $241,594 at 6%.
202224$4,504,651$107,487$26,872iApproximate average salary by contribution assumption: employee only about $671,794 at 4% or $447,863 at 6%; with 50% employer match about $447,863 at 4% or $298,575 at 6%; with 100% employer match about $335,897 at 4% or $223,931 at 6%.
James D. Leo, M.D. Inc. Defined Benefit Pension Plan-4$2,606,815$0-
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-4$1,897,836$107,487$26,872iApproximate average salary by contribution assumption: employee only about $671,794 at 4% or $447,863 at 6%; with 50% employer match about $447,863 at 4% or $298,575 at 6%; with 100% employer match about $335,897 at 4% or $223,931 at 6%.
202124$5,074,445$59,469$14,867iApproximate average salary by contribution assumption: employee only about $371,681 at 4% or $247,788 at 6%; with 50% employer match about $247,788 at 4% or $165,192 at 6%; with 100% employer match about $185,841 at 4% or $123,894 at 6%.
James D. Leo, M.D. Inc. Defined Benefit Pension Plan-4$2,926,601$0-
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-4$2,147,844$59,469$14,867iApproximate average salary by contribution assumption: employee only about $371,681 at 4% or $247,788 at 6%; with 50% employer match about $247,788 at 4% or $165,192 at 6%; with 100% employer match about $185,841 at 4% or $123,894 at 6%.
202024$4,688,353$355,075$88,769iApproximate average salary by contribution assumption: employee only about $2,219,219 at 4% or $1,479,479 at 6%; with 50% employer match about $1,479,479 at 4% or $986,319 at 6%; with 100% employer match about $1,109,609 at 4% or $739,740 at 6%.
James D. Leo, M.D. Inc. Defined Benefit Pension Plan-4$2,725,557$285,104$71,276iApproximate average salary by contribution assumption: employee only about $1,781,900 at 4% or $1,187,933 at 6%; with 50% employer match about $1,187,933 at 4% or $791,956 at 6%; with 100% employer match about $890,950 at 4% or $593,967 at 6%.
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-4$1,962,796$69,971$17,493iApproximate average salary by contribution assumption: employee only about $437,319 at 4% or $291,546 at 6%; with 50% employer match about $291,546 at 4% or $194,364 at 6%; with 100% employer match about $218,659 at 4% or $145,773 at 6%.
201924$4,051,057$372,216$93,054iApproximate average salary by contribution assumption: employee only about $2,326,350 at 4% or $1,550,900 at 6%; with 50% employer match about $1,550,900 at 4% or $1,033,933 at 6%; with 100% employer match about $1,163,175 at 4% or $775,450 at 6%.
James D. Leo, M.D. Inc. Defined Benefit Pension Plan-4$2,235,081$307,204$76,801iApproximate average salary by contribution assumption: employee only about $1,920,025 at 4% or $1,280,017 at 6%; with 50% employer match about $1,280,017 at 4% or $853,344 at 6%; with 100% employer match about $960,013 at 4% or $640,008 at 6%.
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-4$1,815,976$65,012$16,253iApproximate average salary by contribution assumption: employee only about $406,325 at 4% or $270,883 at 6%; with 50% employer match about $270,883 at 4% or $180,589 at 6%; with 100% employer match about $203,163 at 4% or $135,442 at 6%.
201824$3,106,093$366,119$91,530iApproximate average salary by contribution assumption: employee only about $2,288,244 at 4% or $1,525,496 at 6%; with 50% employer match about $1,525,496 at 4% or $1,016,997 at 6%; with 100% employer match about $1,144,122 at 4% or $762,748 at 6%.
James D. Leo, M.D. Inc. Defined Benefit Pension Plan-4$1,686,565$316,717$79,179iApproximate average salary by contribution assumption: employee only about $1,979,481 at 4% or $1,319,654 at 6%; with 50% employer match about $1,319,654 at 4% or $879,769 at 6%; with 100% employer match about $989,741 at 4% or $659,827 at 6%.
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-3$1,419,528$49,402$16,467iApproximate average salary by contribution assumption: employee only about $411,683 at 4% or $274,456 at 6%; with 50% employer match about $274,456 at 4% or $182,970 at 6%; with 100% employer match about $205,842 at 4% or $137,228 at 6%.
201724$3,280,755$350,912$87,728iApproximate average salary by contribution assumption: employee only about $2,193,200 at 4% or $1,462,133 at 6%; with 50% employer match about $1,462,133 at 4% or $974,756 at 6%; with 100% employer match about $1,096,600 at 4% or $731,067 at 6%.
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-4$1,799,046$74,031$18,508iApproximate average salary by contribution assumption: employee only about $462,694 at 4% or $308,463 at 6%; with 50% employer match about $308,463 at 4% or $205,642 at 6%; with 100% employer match about $231,347 at 4% or $154,231 at 6%.
James D. Leo, M.D. Inc. Defined Benefit Pension Plan-4$1,481,709$276,881$69,220iApproximate average salary by contribution assumption: employee only about $1,730,506 at 4% or $1,153,671 at 6%; with 50% employer match about $1,153,671 at 4% or $769,114 at 6%; with 100% employer match about $865,253 at 4% or $576,835 at 6%.
201624$2,568,402$323,479$80,870iApproximate average salary by contribution assumption: employee only about $2,021,744 at 4% or $1,347,829 at 6%; with 50% employer match about $1,347,829 at 4% or $898,553 at 6%; with 100% employer match about $1,010,872 at 4% or $673,915 at 6%.
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-4$1,501,474$57,533$14,383iApproximate average salary by contribution assumption: employee only about $359,581 at 4% or $239,721 at 6%; with 50% employer match about $239,721 at 4% or $159,814 at 6%; with 100% employer match about $179,791 at 4% or $119,860 at 6%.
James D. Leo, M.D. Inc. Defined Benefit Pension Plan-4$1,066,928$265,946$66,487iApproximate average salary by contribution assumption: employee only about $1,662,163 at 4% or $1,108,108 at 6%; with 50% employer match about $1,108,108 at 4% or $738,739 at 6%; with 100% employer match about $831,081 at 4% or $554,054 at 6%.
201524$2,084,039$315,181$78,795iApproximate average salary by contribution assumption: employee only about $1,969,881 at 4% or $1,313,254 at 6%; with 50% employer match about $1,313,254 at 4% or $875,503 at 6%; with 100% employer match about $984,941 at 4% or $656,627 at 6%.
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-4$1,327,550$54,679$13,670iApproximate average salary by contribution assumption: employee only about $341,744 at 4% or $227,829 at 6%; with 50% employer match about $227,829 at 4% or $151,886 at 6%; with 100% employer match about $170,872 at 4% or $113,915 at 6%.
James D. Leo, M.D. Inc. Defined Benefit Pension Plan-4$756,489$260,502$65,126iApproximate average salary by contribution assumption: employee only about $1,628,138 at 4% or $1,085,425 at 6%; with 50% employer match about $1,085,425 at 4% or $723,617 at 6%; with 100% employer match about $814,069 at 4% or $542,713 at 6%.
201424$1,821,770$306,750$76,688iApproximate average salary by contribution assumption: employee only about $1,917,188 at 4% or $1,278,125 at 6%; with 50% employer match about $1,278,125 at 4% or $852,083 at 6%; with 100% employer match about $958,594 at 4% or $639,063 at 6%.
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-4$1,312,331$53,334$13,334iApproximate average salary by contribution assumption: employee only about $333,338 at 4% or $222,225 at 6%; with 50% employer match about $222,225 at 4% or $148,150 at 6%; with 100% employer match about $166,669 at 4% or $111,113 at 6%.
James D. Leo, M.D. Inc. Defined Benefit Pension Plan-4$509,439$253,416$63,354iApproximate average salary by contribution assumption: employee only about $1,583,850 at 4% or $1,055,900 at 6%; with 50% employer match about $1,055,900 at 4% or $703,933 at 6%; with 100% employer match about $791,925 at 4% or $527,950 at 6%.
201326$1,463,674$343,845$57,308iApproximate average salary by contribution assumption: employee only about $1,432,688 at 4% or $955,125 at 6%; with 50% employer match about $955,125 at 4% or $636,750 at 6%; with 100% employer match about $716,344 at 4% or $477,563 at 6%.
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-6$1,217,283$97,454$16,242iApproximate average salary by contribution assumption: employee only about $406,058 at 4% or $270,706 at 6%; with 50% employer match about $270,706 at 4% or $180,470 at 6%; with 100% employer match about $203,029 at 4% or $135,353 at 6%.
James D. Leo, M.D. Inc. Defined Benefit Pension Plan-4$246,391$246,391$61,598iApproximate average salary by contribution assumption: employee only about $1,539,944 at 4% or $1,026,629 at 6%; with 50% employer match about $1,026,629 at 4% or $684,419 at 6%; with 100% employer match about $769,972 at 4% or $513,315 at 6%.
201217$975,205$70,839$10,120iApproximate average salary by contribution assumption: employee only about $252,996 at 4% or $168,664 at 6%; with 50% employer match about $168,664 at 4% or $112,443 at 6%; with 100% employer match about $126,498 at 4% or $84,332 at 6%.
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-7$975,205$70,839$10,120iApproximate average salary by contribution assumption: employee only about $252,996 at 4% or $168,664 at 6%; with 50% employer match about $168,664 at 4% or $112,443 at 6%; with 100% employer match about $126,498 at 4% or $84,332 at 6%.
201117$820,850$69,965$9,995iApproximate average salary by contribution assumption: employee only about $249,875 at 4% or $166,583 at 6%; with 50% employer match about $166,583 at 4% or $111,056 at 6%; with 100% employer match about $124,938 at 4% or $83,292 at 6%.
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-7$820,850$69,965$9,995iApproximate average salary by contribution assumption: employee only about $249,875 at 4% or $166,583 at 6%; with 50% employer match about $166,583 at 4% or $111,056 at 6%; with 100% employer match about $124,938 at 4% or $83,292 at 6%.
201018$801,231$78,874$9,859iApproximate average salary by contribution assumption: employee only about $246,481 at 4% or $164,321 at 6%; with 50% employer match about $164,321 at 4% or $109,547 at 6%; with 100% employer match about $123,241 at 4% or $82,160 at 6%.
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-8$801,231$78,874$9,859iApproximate average salary by contribution assumption: employee only about $246,481 at 4% or $164,321 at 6%; with 50% employer match about $164,321 at 4% or $109,547 at 6%; with 100% employer match about $123,241 at 4% or $82,160 at 6%.
200918$752,445$70,558$8,820iApproximate average salary by contribution assumption: employee only about $220,494 at 4% or $146,996 at 6%; with 50% employer match about $146,996 at 4% or $97,997 at 6%; with 100% employer match about $110,247 at 4% or $73,498 at 6%.
JAMES D. LEO, M.D., INC. 401(K) PROFIT SHARING PLAN-8$752,445$70,558$8,820iApproximate average salary by contribution assumption: employee only about $220,494 at 4% or $146,996 at 6%; with 50% employer match about $146,996 at 4% or $97,997 at 6%; with 100% employer match about $110,247 at 4% or $73,498 at 6%.
200813$479,061$50,334$16,778iApproximate average salary by contribution assumption: employee only about $419,450 at 4% or $279,633 at 6%; with 50% employer match about $279,633 at 4% or $186,422 at 6%; with 100% employer match about $209,725 at 4% or $139,817 at 6%.
JAMES D. LEO, M.D., INC. 401K PROFIT SHARING PLAN-3$479,061$50,334$16,778iApproximate average salary by contribution assumption: employee only about $419,450 at 4% or $279,633 at 6%; with 50% employer match about $279,633 at 4% or $186,422 at 6%; with 100% employer match about $209,725 at 4% or $139,817 at 6%.
200713$0$0-
JAMES D. LEO, M.D., INC. 401K PROFIT SHARING PLAN-3---
200615$616,643$901,525$180,305iApproximate average salary by contribution assumption: employee only about $4,507,625 at 4% or $3,005,083 at 6%; with 50% employer match about $3,005,083 at 4% or $2,003,389 at 6%; with 100% employer match about $2,253,813 at 4% or $1,502,542 at 6%.
JAMES D. LEO, M.D., INC. 401K PROFIT SHARING PLAN-5$616,643$901,525$180,305iApproximate average salary by contribution assumption: employee only about $4,507,625 at 4% or $3,005,083 at 6%; with 50% employer match about $3,005,083 at 4% or $2,003,389 at 6%; with 100% employer match about $2,253,813 at 4% or $1,502,542 at 6%.
200515$111,141$66,765$13,353iApproximate average salary by contribution assumption: employee only about $333,825 at 4% or $222,550 at 6%; with 50% employer match about $222,550 at 4% or $148,367 at 6%; with 100% employer match about $166,913 at 4% or $111,275 at 6%.
JAMES D. LEO, M.D., INC. 401K PROFIT SHARING PLAN-5$111,141$66,765$13,353iApproximate average salary by contribution assumption: employee only about $333,825 at 4% or $222,550 at 6%; with 50% employer match about $222,550 at 4% or $148,367 at 6%; with 100% employer match about $166,913 at 4% or $111,275 at 6%.
200415$39,975$39,975$7,995iApproximate average salary by contribution assumption: employee only about $199,875 at 4% or $133,250 at 6%; with 50% employer match about $133,250 at 4% or $88,833 at 6%; with 100% employer match about $99,938 at 4% or $66,625 at 6%.
JAMES D. LEO, M.D., INC. 401K PROFIT SHARING PLAN-5$39,975$39,975$7,995iApproximate average salary by contribution assumption: employee only about $199,875 at 4% or $133,250 at 6%; with 50% employer match about $133,250 at 4% or $88,833 at 6%; with 100% employer match about $99,938 at 4% or $66,625 at 6%.