Civic Intelligence

J R Greenleaf & Company Inc.

Plan context: J R Greenleaf & Company 401(K) Profit Sharing Plan

EIN 34-1352845 • Westlake, OH • 16 filings • 8 plans

925 Bassett Road, Unit DWestlake, OH 44145
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,274,740

2024 Contributions

$134,246

Historical Graphs

Total Assets Over Time

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

$2,723,348$1,361,674$0199920202024YearValue
$2,274,740Latest year 2024

Participants Over Time

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

950199920182024YearValue
8Latest 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
202418$2,274,740$134,246$16,781iApproximate average salary by contribution assumption: employee only about $419,519 at 4% or $279,679 at 6%; with 50% employer match about $279,679 at 4% or $186,453 at 6%; with 100% employer match about $209,759 at 4% or $139,840 at 6%.
J R Greenleaf & Company 401(K) Profit Sharing Plan-8$2,274,740$134,246$16,781iApproximate average salary by contribution assumption: employee only about $419,519 at 4% or $279,679 at 6%; with 50% employer match about $279,679 at 4% or $186,453 at 6%; with 100% employer match about $209,759 at 4% or $139,840 at 6%.
202318$2,025,533$133,223$16,653iApproximate average salary by contribution assumption: employee only about $416,322 at 4% or $277,548 at 6%; with 50% employer match about $277,548 at 4% or $185,032 at 6%; with 100% employer match about $208,161 at 4% or $138,774 at 6%.
J R Greenleaf & Company 401(K) Profit Sharing Plan-8$2,025,533$133,223$16,653iApproximate average salary by contribution assumption: employee only about $416,322 at 4% or $277,548 at 6%; with 50% employer match about $277,548 at 4% or $185,032 at 6%; with 100% employer match about $208,161 at 4% or $138,774 at 6%.
202218$1,703,408$128,883$16,110iApproximate average salary by contribution assumption: employee only about $402,759 at 4% or $268,506 at 6%; with 50% employer match about $268,506 at 4% or $179,004 at 6%; with 100% employer match about $201,380 at 4% or $134,253 at 6%.
J R Greenleaf & Company 401(K) Profit Sharing Plan-8$1,703,408$128,883$16,110iApproximate average salary by contribution assumption: employee only about $402,759 at 4% or $268,506 at 6%; with 50% employer match about $268,506 at 4% or $179,004 at 6%; with 100% employer match about $201,380 at 4% or $134,253 at 6%.
202118$1,924,819$145,410$18,176iApproximate average salary by contribution assumption: employee only about $454,406 at 4% or $302,938 at 6%; with 50% employer match about $302,938 at 4% or $201,958 at 6%; with 100% employer match about $227,203 at 4% or $151,469 at 6%.
J R Greenleaf & Company 401(K) Profit Sharing Plan-8$1,924,819$145,410$18,176iApproximate average salary by contribution assumption: employee only about $454,406 at 4% or $302,938 at 6%; with 50% employer match about $302,938 at 4% or $201,958 at 6%; with 100% employer match about $227,203 at 4% or $151,469 at 6%.
202018$1,659,211$157,544$19,693iApproximate average salary by contribution assumption: employee only about $492,325 at 4% or $328,217 at 6%; with 50% employer match about $328,217 at 4% or $218,811 at 6%; with 100% employer match about $246,163 at 4% or $164,108 at 6%.
J R Greenleaf & Company 401(K) Profit Sharing Plan-8$1,659,211$157,544$19,693iApproximate average salary by contribution assumption: employee only about $492,325 at 4% or $328,217 at 6%; with 50% employer match about $328,217 at 4% or $218,811 at 6%; with 100% employer match about $246,163 at 4% or $164,108 at 6%.
201927$2,723,348$313,238$44,748iApproximate average salary by contribution assumption: employee only about $1,118,707 at 4% or $745,805 at 6%; with 50% employer match about $745,805 at 4% or $497,203 at 6%; with 100% employer match about $559,354 at 4% or $372,902 at 6%.
J.R. Greenleaf & Company Inc. Profit Sharing Plan-7$1,361,674$156,619$22,374iApproximate average salary by contribution assumption: employee only about $559,354 at 4% or $372,902 at 6%; with 50% employer match about $372,902 at 4% or $248,602 at 6%; with 100% employer match about $279,677 at 4% or $186,451 at 6%.
J R Greenleaf & Company 401(K) Profit Sharing Plan-7$1,361,674$156,619$22,374iApproximate average salary by contribution assumption: employee only about $559,354 at 4% or $372,902 at 6%; with 50% employer match about $372,902 at 4% or $248,602 at 6%; with 100% employer match about $279,677 at 4% or $186,451 at 6%.
201819$1,034,548$151,500$16,833iApproximate average salary by contribution assumption: employee only about $420,833 at 4% or $280,556 at 6%; with 50% employer match about $280,556 at 4% or $187,037 at 6%; with 100% employer match about $210,417 at 4% or $140,278 at 6%.
J R Greenleaf & Company 401(K) Profit Sharing Plan-9$1,034,548$151,500$16,833iApproximate average salary by contribution assumption: employee only about $420,833 at 4% or $280,556 at 6%; with 50% employer match about $280,556 at 4% or $187,037 at 6%; with 100% employer match about $210,417 at 4% or $140,278 at 6%.
201719$985,777$128,782$14,309iApproximate average salary by contribution assumption: employee only about $357,728 at 4% or $238,485 at 6%; with 50% employer match about $238,485 at 4% or $158,990 at 6%; with 100% employer match about $178,864 at 4% or $119,243 at 6%.
J R Greenleaf & Company 401(K) Profit Sharing Plan-9$985,777$128,782$14,309iApproximate average salary by contribution assumption: employee only about $357,728 at 4% or $238,485 at 6%; with 50% employer match about $238,485 at 4% or $158,990 at 6%; with 100% employer match about $178,864 at 4% or $119,243 at 6%.
201629$1,501,906$350,972$38,997iApproximate average salary by contribution assumption: employee only about $974,922 at 4% or $649,948 at 6%; with 50% employer match about $649,948 at 4% or $433,299 at 6%; with 100% employer match about $487,461 at 4% or $324,974 at 6%.
J R Greenleaf & Company 401(K) Profit Sharing Plan-9$750,953$175,486$19,498iApproximate average salary by contribution assumption: employee only about $487,461 at 4% or $324,974 at 6%; with 50% employer match about $324,974 at 4% or $216,649 at 6%; with 100% employer match about $243,731 at 4% or $162,487 at 6%.
J.R. Greenleaf & Company Inc. Profit Sharing Plan-9$750,953$175,486$19,498iApproximate average salary by contribution assumption: employee only about $487,461 at 4% or $324,974 at 6%; with 50% employer match about $324,974 at 4% or $216,649 at 6%; with 100% employer match about $243,731 at 4% or $162,487 at 6%.
200310$0$0-
J.R. Greenleaf & Company Inc. Profit Sharing Plan-0---
200214$0$0-
J.R. Greenleaf & Company Inc. Profit Sharing Plan-4---
200114$0$0-
J.R. Greenleaf & Company Inc. Profit Sharing Plan-4---
200014$0$0-
J.R. Greenleaf & Company Inc. Profit Sharing Plan-4---
199915$248,888$36,000$7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%.
J.R. Greenleaf & Company Inc. Profit Sharing Plan-5$248,888$36,000$7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%.