Leslie Global Wealth LLC
Plan context: Leslie Global Wealth LLC 401(K) Profit Sharing Plan & Trust
EIN 38-3871023 • Itasca, IL • 18 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$3,922,302
2025 Contributions
$349,694
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 2 | 6 | $3,922,302 | $349,694 | $58,282iApproximate average salary by contribution assumption: employee only about $1,457,058 at 4% or $971,372 at 6%; with 50% employer match about $971,372 at 4% or $647,581 at 6%; with 100% employer match about $728,529 at 4% or $485,686 at 6%. |
| Leslie Global Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $2,524,432 | $144,545 | $24,091iApproximate average salary by contribution assumption: employee only about $602,271 at 4% or $401,514 at 6%; with 50% employer match about $401,514 at 4% or $267,676 at 6%; with 100% employer match about $301,135 at 4% or $200,757 at 6%. |
| Leslie Global Wealth LLC Cash Balance Plan & Trust | - | 5 | $1,397,870 | $205,149 | $41,030iApproximate average salary by contribution assumption: employee only about $1,025,745 at 4% or $683,830 at 6%; with 50% employer match about $683,830 at 4% or $455,887 at 6%; with 100% employer match about $512,873 at 4% or $341,915 at 6%. |
| 2024 | 2 | 6 | $2,987,470 | $447,050 | $74,508iApproximate average salary by contribution assumption: employee only about $1,862,708 at 4% or $1,241,806 at 6%; with 50% employer match about $1,241,806 at 4% or $827,870 at 6%; with 100% employer match about $931,354 at 4% or $620,903 at 6%. |
| Leslie Global Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $1,947,624 | $140,152 | $23,359iApproximate average salary by contribution assumption: employee only about $583,967 at 4% or $389,311 at 6%; with 50% employer match about $389,311 at 4% or $259,541 at 6%; with 100% employer match about $291,983 at 4% or $194,656 at 6%. |
| Leslie Global Wealth LLC Cash Balance Plan & Trust | - | 5 | $1,039,846 | $306,898 | $61,380iApproximate average salary by contribution assumption: employee only about $1,534,490 at 4% or $1,022,993 at 6%; with 50% employer match about $1,022,993 at 4% or $681,996 at 6%; with 100% employer match about $767,245 at 4% or $511,497 at 6%. |
| 2023 | 2 | 6 | $2,275,977 | $232,693 | $38,782iApproximate average salary by contribution assumption: employee only about $969,554 at 4% or $646,369 at 6%; with 50% employer match about $646,369 at 4% or $430,913 at 6%; with 100% employer match about $484,777 at 4% or $323,185 at 6%. |
| Leslie Global Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $1,616,213 | $132,693 | $22,116iApproximate average salary by contribution assumption: employee only about $552,888 at 4% or $368,592 at 6%; with 50% employer match about $368,592 at 4% or $245,728 at 6%; with 100% employer match about $276,444 at 4% or $184,296 at 6%. |
| Leslie Global Wealth LLC Cash Balance Plan & Trust | - | 5 | $659,764 | $100,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2022 | 2 | 6 | $1,809,532 | $224,925 | $37,488iApproximate average salary by contribution assumption: employee only about $937,188 at 4% or $624,792 at 6%; with 50% employer match about $624,792 at 4% or $416,528 at 6%; with 100% employer match about $468,594 at 4% or $312,396 at 6%. |
| Leslie Global Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 6 | $1,305,790 | $100,202 | $16,700iApproximate average salary by contribution assumption: employee only about $417,508 at 4% or $278,339 at 6%; with 50% employer match about $278,339 at 4% or $185,559 at 6%; with 100% employer match about $208,754 at 4% or $139,169 at 6%. |
| Leslie Global Wealth LLC Cash Balance Plan & Trust | - | 3 | $503,742 | $124,723 | $41,574iApproximate average salary by contribution assumption: employee only about $1,039,358 at 4% or $692,906 at 6%; with 50% employer match about $692,906 at 4% or $461,937 at 6%; with 100% employer match about $519,679 at 4% or $346,453 at 6%. |
| 2021 | 2 | 4 | $1,829,795 | $210,698 | $52,675iApproximate average salary by contribution assumption: employee only about $1,316,863 at 4% or $877,908 at 6%; with 50% employer match about $877,908 at 4% or $585,272 at 6%; with 100% employer match about $658,431 at 4% or $438,954 at 6%. |
| Leslie Global Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $1,399,575 | $99,873 | $24,968iApproximate average salary by contribution assumption: employee only about $624,206 at 4% or $416,138 at 6%; with 50% employer match about $416,138 at 4% or $277,425 at 6%; with 100% employer match about $312,103 at 4% or $208,069 at 6%. |
| Leslie Global Wealth LLC Cash Balance Plan & Trust | - | 3 | $430,220 | $110,825 | $36,942iApproximate average salary by contribution assumption: employee only about $923,542 at 4% or $615,694 at 6%; with 50% employer match about $615,694 at 4% or $410,463 at 6%; with 100% employer match about $461,771 at 4% or $307,847 at 6%. |
| 2020 | 2 | 4 | $1,356,474 | $233,007 | $58,252iApproximate average salary by contribution assumption: employee only about $1,456,294 at 4% or $970,863 at 6%; with 50% employer match about $970,863 at 4% or $647,242 at 6%; with 100% employer match about $728,147 at 4% or $485,431 at 6%. |
| Leslie Global Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $1,070,721 | $115,894 | $28,974iApproximate average salary by contribution assumption: employee only about $724,338 at 4% or $482,892 at 6%; with 50% employer match about $482,892 at 4% or $321,928 at 6%; with 100% employer match about $362,169 at 4% or $241,446 at 6%. |
| Leslie Global Wealth LLC Cash Balance Plan & Trust | - | 3 | $285,753 | $117,113 | $39,038iApproximate average salary by contribution assumption: employee only about $975,942 at 4% or $650,628 at 6%; with 50% employer match about $650,628 at 4% or $433,752 at 6%; with 100% employer match about $487,971 at 4% or $325,314 at 6%. |
| 2019 | 2 | 4 | $980,652 | $215,815 | $53,954iApproximate average salary by contribution assumption: employee only about $1,348,844 at 4% or $899,229 at 6%; with 50% employer match about $899,229 at 4% or $599,486 at 6%; with 100% employer match about $674,422 at 4% or $449,615 at 6%. |
| Leslie Global Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 4 | $848,730 | $83,893 | $20,973iApproximate average salary by contribution assumption: employee only about $524,331 at 4% or $349,554 at 6%; with 50% employer match about $349,554 at 4% or $233,036 at 6%; with 100% employer match about $262,166 at 4% or $174,777 at 6%. |
| Leslie Global Wealth LLC Cash Balance Plan & Trust | - | 3 | $131,922 | $131,922 | $43,974iApproximate average salary by contribution assumption: employee only about $1,099,350 at 4% or $732,900 at 6%; with 50% employer match about $732,900 at 4% or $488,600 at 6%; with 100% employer match about $549,675 at 4% or $366,450 at 6%. |
| 2018 | 1 | 3 | $595,189 | $101,416 | $33,805iApproximate average salary by contribution assumption: employee only about $845,133 at 4% or $563,422 at 6%; with 50% employer match about $563,422 at 4% or $375,615 at 6%; with 100% employer match about $422,567 at 4% or $281,711 at 6%. |
| Leslie Global Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $595,189 | $101,416 | $33,805iApproximate average salary by contribution assumption: employee only about $845,133 at 4% or $563,422 at 6%; with 50% employer match about $563,422 at 4% or $375,615 at 6%; with 100% employer match about $422,567 at 4% or $281,711 at 6%. |
| 2017 | 1 | 3 | $569,183 | $329,892 | $109,964iApproximate average salary by contribution assumption: employee only about $2,749,100 at 4% or $1,832,733 at 6%; with 50% employer match about $1,832,733 at 4% or $1,221,822 at 6%; with 100% employer match about $1,374,550 at 4% or $916,367 at 6%. |
| Leslie Global Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $569,183 | $329,892 | $109,964iApproximate average salary by contribution assumption: employee only about $2,749,100 at 4% or $1,832,733 at 6%; with 50% employer match about $1,832,733 at 4% or $1,221,822 at 6%; with 100% employer match about $1,374,550 at 4% or $916,367 at 6%. |
| 2016 | 1 | 3 | $206,189 | $93,071 | $31,024iApproximate average salary by contribution assumption: employee only about $775,592 at 4% or $517,061 at 6%; with 50% employer match about $517,061 at 4% or $344,707 at 6%; with 100% employer match about $387,796 at 4% or $258,531 at 6%. |
| Leslie Global Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $206,189 | $93,071 | $31,024iApproximate average salary by contribution assumption: employee only about $775,592 at 4% or $517,061 at 6%; with 50% employer match about $517,061 at 4% or $344,707 at 6%; with 100% employer match about $387,796 at 4% or $258,531 at 6%. |
| 2015 | 1 | 1 | $100,468 | $53,000 | $53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%. |
| Leslie Global Wealth LLC 401(K) Profit Sharing Plan & Trust | - | 1 | $100,468 | $53,000 | $53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%. |