Civic Intelligence

Patrick Lenehan & Associates Inc.

Plan context: PATRICK LENEHAN & ASSOCIATES CASH BALANCE PLAN

EIN 35-2184766 • Westlake, OH • 20 filings • 3 plans

806 A Sharon DriveWestlake, OH 44145
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$6,065,502

2024 Contributions

$704,425

Historical Graphs

Total Assets Over Time

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

$6,065,502$3,032,751$0201520202024YearValue
$6,065,502Latest year 2024

Participants Over Time

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

1680201520202024YearValue
15Latest 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
2024215$6,065,502$704,425$46,962iApproximate average salary by contribution assumption: employee only about $1,174,042 at 4% or $782,694 at 6%; with 50% employer match about $782,694 at 4% or $521,796 at 6%; with 100% employer match about $587,021 at 4% or $391,347 at 6%.
PATRICK LENEHAN & ASSOCIATES CASH BALANCE PLAN-15$3,936,958$450,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Patrick Lenehan & Associates 401(K) Plan-15$2,128,544$254,425$16,962iApproximate average salary by contribution assumption: employee only about $424,042 at 4% or $282,694 at 6%; with 50% employer match about $282,694 at 4% or $188,463 at 6%; with 100% employer match about $212,021 at 4% or $141,347 at 6%.
2023216$5,050,590$184,483$11,530iApproximate average salary by contribution assumption: employee only about $288,255 at 4% or $192,170 at 6%; with 50% employer match about $192,170 at 4% or $128,113 at 6%; with 100% employer match about $144,127 at 4% or $96,085 at 6%.
PATRICK LENEHAN & ASSOCIATES CASH BALANCE PLAN-14$3,249,139$0-
Patrick Lenehan & Associates 401(K) Plan-16$1,801,451$184,483$11,530iApproximate average salary by contribution assumption: employee only about $288,255 at 4% or $192,170 at 6%; with 50% employer match about $192,170 at 4% or $128,113 at 6%; with 100% employer match about $144,127 at 4% or $96,085 at 6%.
2022215$4,492,181$839,504$55,967iApproximate average salary by contribution assumption: employee only about $1,399,173 at 4% or $932,782 at 6%; with 50% employer match about $932,782 at 4% or $621,855 at 6%; with 100% employer match about $699,587 at 4% or $466,391 at 6%.
PATRICK LENEHAN & ASSOCIATES CASH BALANCE PLAN-15$3,031,124$650,000$43,333iApproximate average salary by contribution assumption: employee only about $1,083,333 at 4% or $722,222 at 6%; with 50% employer match about $722,222 at 4% or $481,481 at 6%; with 100% employer match about $541,667 at 4% or $361,111 at 6%.
Patrick Lenehan & Associates 401(K) Plan-15$1,461,057$189,504$12,634iApproximate average salary by contribution assumption: employee only about $315,840 at 4% or $210,560 at 6%; with 50% employer match about $210,560 at 4% or $140,373 at 6%; with 100% employer match about $157,920 at 4% or $105,280 at 6%.
2021212$4,154,180$685,570$57,131iApproximate average salary by contribution assumption: employee only about $1,428,271 at 4% or $952,181 at 6%; with 50% employer match about $952,181 at 4% or $634,787 at 6%; with 100% employer match about $714,135 at 4% or $476,090 at 6%.
PATRICK LENEHAN & ASSOCIATES CASH BALANCE PLAN-11$2,614,660$500,000$45,455iApproximate average salary by contribution assumption: employee only about $1,136,364 at 4% or $757,576 at 6%; with 50% employer match about $757,576 at 4% or $505,051 at 6%; with 100% employer match about $568,182 at 4% or $378,788 at 6%.
Patrick Lenehan & Associates 401(K) Plan-12$1,539,520$185,570$15,464iApproximate average salary by contribution assumption: employee only about $386,604 at 4% or $257,736 at 6%; with 50% employer match about $257,736 at 4% or $171,824 at 6%; with 100% employer match about $193,302 at 4% or $128,868 at 6%.
2020214$3,229,638$704,178$50,298iApproximate average salary by contribution assumption: employee only about $1,257,461 at 4% or $838,307 at 6%; with 50% employer match about $838,307 at 4% or $558,871 at 6%; with 100% employer match about $628,730 at 4% or $419,154 at 6%.
PATRICK LENEHAN & ASSOCIATES CASH BALANCE PLAN-14$1,993,908$500,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
Patrick Lenehan & Associates 401(K) Plan-14$1,235,730$204,178$14,584iApproximate average salary by contribution assumption: employee only about $364,604 at 4% or $243,069 at 6%; with 50% employer match about $243,069 at 4% or $162,046 at 6%; with 100% employer match about $182,302 at 4% or $121,535 at 6%.
2019214$2,333,877$308,427$22,031iApproximate average salary by contribution assumption: employee only about $550,763 at 4% or $367,175 at 6%; with 50% employer match about $367,175 at 4% or $244,783 at 6%; with 100% employer match about $275,381 at 4% or $183,588 at 6%.
PATRICK LENEHAN & ASSOCIATES CASH BALANCE PLAN-14$1,393,846$183,419$13,101iApproximate average salary by contribution assumption: employee only about $327,534 at 4% or $218,356 at 6%; with 50% employer match about $218,356 at 4% or $145,571 at 6%; with 100% employer match about $163,767 at 4% or $109,178 at 6%.
Patrick Lenehan & Associates 401(K) Plan-13$940,031$125,008$9,616iApproximate average salary by contribution assumption: employee only about $240,400 at 4% or $160,267 at 6%; with 50% employer match about $160,267 at 4% or $106,844 at 6%; with 100% employer match about $120,200 at 4% or $80,133 at 6%.
2018216$1,788,440$482,687$30,168iApproximate average salary by contribution assumption: employee only about $754,198 at 4% or $502,799 at 6%; with 50% employer match about $502,799 at 4% or $335,199 at 6%; with 100% employer match about $377,099 at 4% or $251,399 at 6%.
PATRICK LENEHAN & ASSOCIATES CASH BALANCE PLAN BALANCE PLAN-9$1,080,854$285,596$31,733iApproximate average salary by contribution assumption: employee only about $793,322 at 4% or $528,881 at 6%; with 50% employer match about $528,881 at 4% or $352,588 at 6%; with 100% employer match about $396,661 at 4% or $264,441 at 6%.
Patrick Lenehan & Associates 401(K) Plan-16$707,586$197,091$12,318iApproximate average salary by contribution assumption: employee only about $307,955 at 4% or $205,303 at 6%; with 50% employer match about $205,303 at 4% or $136,869 at 6%; with 100% employer match about $153,977 at 4% or $102,652 at 6%.
2017211$1,432,051$456,512$41,501iApproximate average salary by contribution assumption: employee only about $1,037,527 at 4% or $691,685 at 6%; with 50% employer match about $691,685 at 4% or $461,123 at 6%; with 100% employer match about $518,764 at 4% or $345,842 at 6%.
PATRICK LENEHAN & ASSOCIATES CASH BALANCE PLAN-10$849,397$260,384$26,038iApproximate average salary by contribution assumption: employee only about $650,960 at 4% or $433,973 at 6%; with 50% employer match about $433,973 at 4% or $289,316 at 6%; with 100% employer match about $325,480 at 4% or $216,987 at 6%.
Patrick Lenehan & Associates 401(K) Plan-11$582,654$196,128$17,830iApproximate average salary by contribution assumption: employee only about $445,745 at 4% or $297,164 at 6%; with 50% employer match about $297,164 at 4% or $198,109 at 6%; with 100% employer match about $222,873 at 4% or $148,582 at 6%.
201629$882,352$431,704$47,967iApproximate average salary by contribution assumption: employee only about $1,199,178 at 4% or $799,452 at 6%; with 50% employer match about $799,452 at 4% or $532,968 at 6%; with 100% employer match about $599,589 at 4% or $399,726 at 6%.
PATRICK LENEHAN & ASSOCIATES CASH BALANCE PLAN-9$546,194$256,153$28,461iApproximate average salary by contribution assumption: employee only about $711,536 at 4% or $474,357 at 6%; with 50% employer match about $474,357 at 4% or $316,238 at 6%; with 100% employer match about $355,768 at 4% or $237,179 at 6%.
Patrick Lenehan & Associates 401(K) Plan-9$336,158$175,551$19,506iApproximate average salary by contribution assumption: employee only about $487,642 at 4% or $325,094 at 6%; with 50% employer match about $325,094 at 4% or $216,730 at 6%; with 100% employer match about $243,821 at 4% or $162,547 at 6%.
201529$409,426$409,426$45,492iApproximate average salary by contribution assumption: employee only about $1,137,294 at 4% or $758,196 at 6%; with 50% employer match about $758,196 at 4% or $505,464 at 6%; with 100% employer match about $568,647 at 4% or $379,098 at 6%.
PATRICK LENEHAN & ASSOCIATES CASH BALANCE PLAN-9$271,060$271,060$30,118iApproximate average salary by contribution assumption: employee only about $752,944 at 4% or $501,963 at 6%; with 50% employer match about $501,963 at 4% or $334,642 at 6%; with 100% employer match about $376,472 at 4% or $250,981 at 6%.
Patrick Lenehan & Associates 401(K) Plan-9$138,366$138,366$15,374iApproximate average salary by contribution assumption: employee only about $384,350 at 4% or $256,233 at 6%; with 50% employer match about $256,233 at 4% or $170,822 at 6%; with 100% employer match about $192,175 at 4% or $128,117 at 6%.