Civic Intelligence

Leonard & Co

Plan context: Donald M Leonard Investment 401K Profit Sharing Plan & Trust

EIN 38-3262884 • Troy, MI • 7 filings • 3 plans

1450 W Long Lake RoadSuite 150Troy, MI 48098
Current Snapshot

Latest Year

2009

2009 Participants

5

2009 Assets

$196,520

2009 Contributions

$21,197

Historical Graphs

Total Assets Over Time

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

$196,520$98,260$0200320062009YearValue
$196,520Latest year 2009

Participants Over Time

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

27140200320062009YearValue
5Latest year 2009

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
200915$196,520$21,197$4,239iApproximate average salary by contribution assumption: employee only about $105,985 at 4% or $70,657 at 6%; with 50% employer match about $70,657 at 4% or $47,104 at 6%; with 100% employer match about $52,992 at 4% or $35,328 at 6%.
Donald M Leonard Investment 401K Profit Sharing Plan & Trust-5$196,520$21,197$4,239iApproximate average salary by contribution assumption: employee only about $105,985 at 4% or $70,657 at 6%; with 50% employer match about $70,657 at 4% or $47,104 at 6%; with 100% employer match about $52,992 at 4% or $35,328 at 6%.
2008127$144,605$44,578$1,651iApproximate average salary by contribution assumption: employee only about $41,276 at 4% or $27,517 at 6%; with 50% employer match about $27,517 at 4% or $18,345 at 6%; with 100% employer match about $20,638 at 4% or $13,759 at 6%.
Donald M Leonard Investment 401K Profit Sharing Plan & Trust-27$144,605$44,578$1,651iApproximate average salary by contribution assumption: employee only about $41,276 at 4% or $27,517 at 6%; with 50% employer match about $27,517 at 4% or $18,345 at 6%; with 100% employer match about $20,638 at 4% or $13,759 at 6%.
2007125$188,868$49,970$1,999iApproximate average salary by contribution assumption: employee only about $49,970 at 4% or $33,313 at 6%; with 50% employer match about $33,313 at 4% or $22,209 at 6%; with 100% employer match about $24,985 at 4% or $16,657 at 6%.
Donald M Leonard Investment 401K Profit Sharing Plan & Trust-25$188,868$49,970$1,999iApproximate average salary by contribution assumption: employee only about $49,970 at 4% or $33,313 at 6%; with 50% employer match about $33,313 at 4% or $22,209 at 6%; with 100% employer match about $24,985 at 4% or $16,657 at 6%.
2006120$122,480$27,477$1,374iApproximate average salary by contribution assumption: employee only about $34,346 at 4% or $22,898 at 6%; with 50% employer match about $22,898 at 4% or $15,265 at 6%; with 100% employer match about $17,173 at 4% or $11,449 at 6%.
Donald M Leonard Investment 401K Profit Sharing Plan & Trust-20$122,480$27,477$1,374iApproximate average salary by contribution assumption: employee only about $34,346 at 4% or $22,898 at 6%; with 50% employer match about $22,898 at 4% or $15,265 at 6%; with 100% employer match about $17,173 at 4% or $11,449 at 6%.
2005117$84,507$25,059$1,474iApproximate average salary by contribution assumption: employee only about $36,851 at 4% or $24,568 at 6%; with 50% employer match about $24,568 at 4% or $16,378 at 6%; with 100% employer match about $18,426 at 4% or $12,284 at 6%.
Donald M Leonard Investment 401K Profit Sharing Plan & Trust-17$84,507$25,059$1,474iApproximate average salary by contribution assumption: employee only about $36,851 at 4% or $24,568 at 6%; with 50% employer match about $24,568 at 4% or $16,378 at 6%; with 100% employer match about $18,426 at 4% or $12,284 at 6%.
2004119$54,374$22,664$1,193iApproximate average salary by contribution assumption: employee only about $29,821 at 4% or $19,881 at 6%; with 50% employer match about $19,881 at 4% or $13,254 at 6%; with 100% employer match about $14,911 at 4% or $9,940 at 6%.
Donald M Leonard Investment 401K Profit Sharing Plan & Trust-19$54,374$22,664$1,193iApproximate average salary by contribution assumption: employee only about $29,821 at 4% or $19,881 at 6%; with 50% employer match about $19,881 at 4% or $13,254 at 6%; with 100% employer match about $14,911 at 4% or $9,940 at 6%.
2003118$30,706$18,181$1,010iApproximate average salary by contribution assumption: employee only about $25,251 at 4% or $16,834 at 6%; with 50% employer match about $16,834 at 4% or $11,223 at 6%; with 100% employer match about $12,626 at 4% or $8,417 at 6%.
Donald M Leonard Investment 401K Profit Sharing Plan & Trust-18$30,706$18,181$1,010iApproximate average salary by contribution assumption: employee only about $25,251 at 4% or $16,834 at 6%; with 50% employer match about $16,834 at 4% or $11,223 at 6%; with 100% employer match about $12,626 at 4% or $8,417 at 6%.