Civic Intelligence

Leo, Anthony J. MD

Plan context: Anthony J. Leo, MD, Self-Employed Retirement Plan

EIN 42-1318118 • Oelwein, IA • 26 filings • 2 plans

204 8th Ave SEPO Box 527Oelwein, IA 50662
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$1,248,785

2019 Contributions

$6,037

Historical Graphs

Total Assets Over Time

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

$1,340,902$670,451$0199920102018YearValue
$1,248,785Latest year 2018

Participants Over Time

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

420199920092018YearValue
3Latest year 2018

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
201910$0$0-
Anthony J. Leo, MD, Self-Employed Retirement Plan-0$0$0-
201813$1,248,785$0-
Anthony J. Leo, MD, Self-Employed Retirement Plan-3$1,248,785$0-
201714$1,340,902$6,037$1,509iApproximate average salary by contribution assumption: employee only about $37,731 at 4% or $25,154 at 6%; with 50% employer match about $25,154 at 4% or $16,769 at 6%; with 100% employer match about $18,866 at 4% or $12,577 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-4$1,340,902$6,037$1,509iApproximate average salary by contribution assumption: employee only about $37,731 at 4% or $25,154 at 6%; with 50% employer match about $25,154 at 4% or $16,769 at 6%; with 100% employer match about $18,866 at 4% or $12,577 at 6%.
201614$1,192,473$34,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-4$1,192,473$34,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
201514$1,123,964$16,191$4,048iApproximate average salary by contribution assumption: employee only about $101,194 at 4% or $67,463 at 6%; with 50% employer match about $67,463 at 4% or $44,975 at 6%; with 100% employer match about $50,597 at 4% or $33,731 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-4$1,123,964$16,191$4,048iApproximate average salary by contribution assumption: employee only about $101,194 at 4% or $67,463 at 6%; with 50% employer match about $67,463 at 4% or $44,975 at 6%; with 100% employer match about $50,597 at 4% or $33,731 at 6%.
201414$1,137,283$10,998$2,750iApproximate average salary by contribution assumption: employee only about $68,738 at 4% or $45,825 at 6%; with 50% employer match about $45,825 at 4% or $30,550 at 6%; with 100% employer match about $34,369 at 4% or $22,913 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-4$1,137,283$10,998$2,750iApproximate average salary by contribution assumption: employee only about $68,738 at 4% or $45,825 at 6%; with 50% employer match about $45,825 at 4% or $30,550 at 6%; with 100% employer match about $34,369 at 4% or $22,913 at 6%.
201314$1,043,544$3,990$998iApproximate average salary by contribution assumption: employee only about $24,938 at 4% or $16,625 at 6%; with 50% employer match about $16,625 at 4% or $11,083 at 6%; with 100% employer match about $12,469 at 4% or $8,313 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-4$1,043,544$3,990$998iApproximate average salary by contribution assumption: employee only about $24,938 at 4% or $16,625 at 6%; with 50% employer match about $16,625 at 4% or $11,083 at 6%; with 100% employer match about $12,469 at 4% or $8,313 at 6%.
201214$851,745$57,563$14,391iApproximate average salary by contribution assumption: employee only about $359,769 at 4% or $239,846 at 6%; with 50% employer match about $239,846 at 4% or $159,897 at 6%; with 100% employer match about $179,884 at 4% or $119,923 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-4$851,745$57,563$14,391iApproximate average salary by contribution assumption: employee only about $359,769 at 4% or $239,846 at 6%; with 50% employer match about $239,846 at 4% or $159,897 at 6%; with 100% employer match about $179,884 at 4% or $119,923 at 6%.
201114$702,231$58,477$14,619iApproximate average salary by contribution assumption: employee only about $365,481 at 4% or $243,654 at 6%; with 50% employer match about $243,654 at 4% or $162,436 at 6%; with 100% employer match about $182,741 at 4% or $121,827 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-4$702,231$58,477$14,619iApproximate average salary by contribution assumption: employee only about $365,481 at 4% or $243,654 at 6%; with 50% employer match about $243,654 at 4% or $162,436 at 6%; with 100% employer match about $182,741 at 4% or $121,827 at 6%.
201014$636,288$61,826$15,457iApproximate average salary by contribution assumption: employee only about $386,413 at 4% or $257,608 at 6%; with 50% employer match about $257,608 at 4% or $171,739 at 6%; with 100% employer match about $193,206 at 4% or $128,804 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-4$636,288$61,826$15,457iApproximate average salary by contribution assumption: employee only about $386,413 at 4% or $257,608 at 6%; with 50% employer match about $257,608 at 4% or $171,739 at 6%; with 100% employer match about $193,206 at 4% or $128,804 at 6%.
200914$1,199,097$58,127$14,532iApproximate average salary by contribution assumption: employee only about $363,294 at 4% or $242,196 at 6%; with 50% employer match about $242,196 at 4% or $161,464 at 6%; with 100% employer match about $181,647 at 4% or $121,098 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-4$1,199,097$58,127$14,532iApproximate average salary by contribution assumption: employee only about $363,294 at 4% or $242,196 at 6%; with 50% employer match about $242,196 at 4% or $161,464 at 6%; with 100% employer match about $181,647 at 4% or $121,098 at 6%.
200814$893,303$57,586$14,397iApproximate average salary by contribution assumption: employee only about $359,913 at 4% or $239,942 at 6%; with 50% employer match about $239,942 at 4% or $159,961 at 6%; with 100% employer match about $179,956 at 4% or $119,971 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-4$893,303$57,586$14,397iApproximate average salary by contribution assumption: employee only about $359,913 at 4% or $239,942 at 6%; with 50% employer match about $239,942 at 4% or $159,961 at 6%; with 100% employer match about $179,956 at 4% or $119,971 at 6%.
200714$0$0-
Anthony J. Leo, MD, Self-Employed Retirement Plan-4---
200614$1,098,580$59,671$14,918iApproximate average salary by contribution assumption: employee only about $372,944 at 4% or $248,629 at 6%; with 50% employer match about $248,629 at 4% or $165,753 at 6%; with 100% employer match about $186,472 at 4% or $124,315 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-4$1,098,580$59,671$14,918iApproximate average salary by contribution assumption: employee only about $372,944 at 4% or $248,629 at 6%; with 50% employer match about $248,629 at 4% or $165,753 at 6%; with 100% employer match about $186,472 at 4% or $124,315 at 6%.
200514$906,598$53,047$13,262iApproximate average salary by contribution assumption: employee only about $331,544 at 4% or $221,029 at 6%; with 50% employer match about $221,029 at 4% or $147,353 at 6%; with 100% employer match about $165,772 at 4% or $110,515 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-4$906,598$53,047$13,262iApproximate average salary by contribution assumption: employee only about $331,544 at 4% or $221,029 at 6%; with 50% employer match about $221,029 at 4% or $147,353 at 6%; with 100% employer match about $165,772 at 4% or $110,515 at 6%.
200413$788,520$46,525$15,508iApproximate average salary by contribution assumption: employee only about $387,708 at 4% or $258,472 at 6%; with 50% employer match about $258,472 at 4% or $172,315 at 6%; with 100% employer match about $193,854 at 4% or $129,236 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-3$788,520$46,525$15,508iApproximate average salary by contribution assumption: employee only about $387,708 at 4% or $258,472 at 6%; with 50% employer match about $258,472 at 4% or $172,315 at 6%; with 100% employer match about $193,854 at 4% or $129,236 at 6%.
200322$725,776$45,469$22,735iApproximate average salary by contribution assumption: employee only about $568,363 at 4% or $378,908 at 6%; with 50% employer match about $378,908 at 4% or $252,606 at 6%; with 100% employer match about $284,181 at 4% or $189,454 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-2$725,776$45,469$22,735iApproximate average salary by contribution assumption: employee only about $568,363 at 4% or $378,908 at 6%; with 50% employer match about $378,908 at 4% or $252,606 at 6%; with 100% employer match about $284,181 at 4% or $189,454 at 6%.
Anthony J. Leo, MD, Money Purchase Pension Plan-0---
200224$0$0-
Anthony J. Leo, MD, Money Purchase Pension Plan-4---
Anthony J. Leo, MD, Self-Employed Retirement Plan-4---
200124$0$0-
Anthony J. Leo, MD, Money Purchase Pension Plan-4---
Anthony J. Leo, MD, Self-Employed Retirement Plan-4---
200024$567,707$33,093$8,273iApproximate average salary by contribution assumption: employee only about $206,831 at 4% or $137,888 at 6%; with 50% employer match about $137,888 at 4% or $91,925 at 6%; with 100% employer match about $103,416 at 4% or $68,944 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-4$481,767$18,373$4,593iApproximate average salary by contribution assumption: employee only about $114,831 at 4% or $76,554 at 6%; with 50% employer match about $76,554 at 4% or $51,036 at 6%; with 100% employer match about $57,416 at 4% or $38,277 at 6%.
Anthony J. Leo, MD, Money Purchase Pension Plan-4$85,940$14,720$3,680iApproximate average salary by contribution assumption: employee only about $92,000 at 4% or $61,333 at 6%; with 50% employer match about $61,333 at 4% or $40,889 at 6%; with 100% employer match about $46,000 at 4% or $30,667 at 6%.
199922$562,956$31,119$15,560iApproximate average salary by contribution assumption: employee only about $388,988 at 4% or $259,325 at 6%; with 50% employer match about $259,325 at 4% or $172,883 at 6%; with 100% employer match about $194,494 at 4% or $129,663 at 6%.
Anthony J. Leo, MD, Self-Employed Retirement Plan-2$484,818$17,898$8,949iApproximate average salary by contribution assumption: employee only about $223,725 at 4% or $149,150 at 6%; with 50% employer match about $149,150 at 4% or $99,433 at 6%; with 100% employer match about $111,863 at 4% or $74,575 at 6%.
Anthony J. Leo, MD, Money Purchase Pension Plan-2$78,138$13,221$6,611iApproximate average salary by contribution assumption: employee only about $165,263 at 4% or $110,175 at 6%; with 50% employer match about $110,175 at 4% or $73,450 at 6%; with 100% employer match about $82,631 at 4% or $55,088 at 6%.