Civic Intelligence

Retirement & 401(K) Plan Advisors LLC

Plan context: Scott Leverenz Retirement Plan

EIN 45-3973159 • Eden Prairie, MN • 24 filings • 2 plans

7500 Flying Cloud Drive Suite 760Eden Prairie, MN 55344
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$5,525,143

2024 Contributions

$354,804

Historical Graphs

Total Assets Over Time

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

$5,525,143$2,762,572$0201220182024YearValue
$5,525,143Latest year 2024

Participants Over Time

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

320201220182024YearValue
3Latest 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
202423$5,525,143$354,804$118,268iApproximate average salary by contribution assumption: employee only about $2,956,700 at 4% or $1,971,133 at 6%; with 50% employer match about $1,971,133 at 4% or $1,314,089 at 6%; with 100% employer match about $1,478,350 at 4% or $985,567 at 6%.
Scott Leverenz Retirement Plan-3$3,121,885$169,804$56,601iApproximate average salary by contribution assumption: employee only about $1,415,033 at 4% or $943,356 at 6%; with 50% employer match about $943,356 at 4% or $628,904 at 6%; with 100% employer match about $707,517 at 4% or $471,678 at 6%.
SCOTT LEVERENZ CASH BALANCE PLAN-3$2,403,258$185,000$61,667iApproximate average salary by contribution assumption: employee only about $1,541,667 at 4% or $1,027,778 at 6%; with 50% employer match about $1,027,778 at 4% or $685,185 at 6%; with 100% employer match about $770,833 at 4% or $513,889 at 6%.
202323$4,498,760$351,661$117,220iApproximate average salary by contribution assumption: employee only about $2,930,508 at 4% or $1,953,672 at 6%; with 50% employer match about $1,953,672 at 4% or $1,302,448 at 6%; with 100% employer match about $1,465,254 at 4% or $976,836 at 6%.
Scott Leverenz Retirement Plan-3$2,582,451$126,661$42,220iApproximate average salary by contribution assumption: employee only about $1,055,508 at 4% or $703,672 at 6%; with 50% employer match about $703,672 at 4% or $469,115 at 6%; with 100% employer match about $527,754 at 4% or $351,836 at 6%.
SCOTT LEVERENZ CASH BALANCE PLAN-3$1,916,309$225,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
202223$3,993,369$371,284$123,761iApproximate average salary by contribution assumption: employee only about $3,094,033 at 4% or $2,062,689 at 6%; with 50% employer match about $2,062,689 at 4% or $1,375,126 at 6%; with 100% employer match about $1,547,017 at 4% or $1,031,344 at 6%.
Scott Leverenz Retirement Plan-3$2,323,939$121,284$40,428iApproximate average salary by contribution assumption: employee only about $1,010,700 at 4% or $673,800 at 6%; with 50% employer match about $673,800 at 4% or $449,200 at 6%; with 100% employer match about $505,350 at 4% or $336,900 at 6%.
SCOTT LEVERENZ CASH BALANCE PLAN-3$1,669,430$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
202123$4,110,941$396,841$132,280iApproximate average salary by contribution assumption: employee only about $3,307,008 at 4% or $2,204,672 at 6%; with 50% employer match about $2,204,672 at 4% or $1,469,781 at 6%; with 100% employer match about $1,653,504 at 4% or $1,102,336 at 6%.
Scott Leverenz Retirement Plan-3$2,576,818$146,841$48,947iApproximate average salary by contribution assumption: employee only about $1,223,675 at 4% or $815,783 at 6%; with 50% employer match about $815,783 at 4% or $543,856 at 6%; with 100% employer match about $611,838 at 4% or $407,892 at 6%.
SCOTT LEVERENZ CASH BALANCE PLAN-3$1,534,123$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
202023$3,508,865$366,670$122,223iApproximate average salary by contribution assumption: employee only about $3,055,583 at 4% or $2,037,056 at 6%; with 50% employer match about $2,037,056 at 4% or $1,358,037 at 6%; with 100% employer match about $1,527,792 at 4% or $1,018,528 at 6%.
Scott Leverenz Retirement Plan-3$2,239,098$141,670$47,223iApproximate average salary by contribution assumption: employee only about $1,180,583 at 4% or $787,056 at 6%; with 50% employer match about $787,056 at 4% or $524,704 at 6%; with 100% employer match about $590,292 at 4% or $393,528 at 6%.
SCOTT LEVERENZ CASH BALANCE PLAN-3$1,269,767$225,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201923$2,938,897$339,528$113,176iApproximate average salary by contribution assumption: employee only about $2,829,400 at 4% or $1,886,267 at 6%; with 50% employer match about $1,886,267 at 4% or $1,257,511 at 6%; with 100% employer match about $1,414,700 at 4% or $943,133 at 6%.
Scott Leverenz Retirement Plan-3$1,930,125$135,528$45,176iApproximate average salary by contribution assumption: employee only about $1,129,400 at 4% or $752,933 at 6%; with 50% employer match about $752,933 at 4% or $501,956 at 6%; with 100% employer match about $564,700 at 4% or $376,467 at 6%.
SCOTT LEVERENZ CASH BALANCE PLAN-3$1,008,772$204,000$68,000iApproximate average salary by contribution assumption: employee only about $1,700,000 at 4% or $1,133,333 at 6%; with 50% employer match about $1,133,333 at 4% or $755,556 at 6%; with 100% employer match about $850,000 at 4% or $566,667 at 6%.
201823$2,394,375$327,979$109,326iApproximate average salary by contribution assumption: employee only about $2,733,158 at 4% or $1,822,106 at 6%; with 50% employer match about $1,822,106 at 4% or $1,214,737 at 6%; with 100% employer match about $1,366,579 at 4% or $911,053 at 6%.
Scott Leverenz Retirement Plan-3$1,615,270$129,979$43,326iApproximate average salary by contribution assumption: employee only about $1,083,158 at 4% or $722,106 at 6%; with 50% employer match about $722,106 at 4% or $481,404 at 6%; with 100% employer match about $541,579 at 4% or $361,053 at 6%.
SCOTT LEVERENZ CASH BALANCE PLAN-3$779,105$198,000$66,000iApproximate average salary by contribution assumption: employee only about $1,650,000 at 4% or $1,100,000 at 6%; with 50% employer match about $1,100,000 at 4% or $733,333 at 6%; with 100% employer match about $825,000 at 4% or $550,000 at 6%.
201723$2,166,625$308,764$102,921iApproximate average salary by contribution assumption: employee only about $2,573,033 at 4% or $1,715,356 at 6%; with 50% employer match about $1,715,356 at 4% or $1,143,570 at 6%; with 100% employer match about $1,286,517 at 4% or $857,678 at 6%.
Scott Leverenz Retirement Plan-3$1,587,905$123,764$41,255iApproximate average salary by contribution assumption: employee only about $1,031,367 at 4% or $687,578 at 6%; with 50% employer match about $687,578 at 4% or $458,385 at 6%; with 100% employer match about $515,683 at 4% or $343,789 at 6%.
SCOTT LEVERENZ CASH BALANCE PLAN-3$578,720$185,000$61,667iApproximate average salary by contribution assumption: employee only about $1,541,667 at 4% or $1,027,778 at 6%; with 50% employer match about $1,027,778 at 4% or $685,185 at 6%; with 100% employer match about $770,833 at 4% or $513,889 at 6%.
201623$1,807,804$285,569$95,190iApproximate average salary by contribution assumption: employee only about $2,379,742 at 4% or $1,586,494 at 6%; with 50% employer match about $1,586,494 at 4% or $1,057,663 at 6%; with 100% employer match about $1,189,871 at 4% or $793,247 at 6%.
Scott Leverenz Retirement Plan-3$1,419,315$139,569$46,523iApproximate average salary by contribution assumption: employee only about $1,163,075 at 4% or $775,383 at 6%; with 50% employer match about $775,383 at 4% or $516,922 at 6%; with 100% employer match about $581,538 at 4% or $387,692 at 6%.
SCOTT LEVERENZ CASH BALANCE PLAN-3$388,489$146,000$48,667iApproximate average salary by contribution assumption: employee only about $1,216,667 at 4% or $811,111 at 6%; with 50% employer match about $811,111 at 4% or $540,741 at 6%; with 100% employer match about $608,333 at 4% or $405,556 at 6%.
201523$1,499,252$383,411$127,804iApproximate average salary by contribution assumption: employee only about $3,195,092 at 4% or $2,130,061 at 6%; with 50% employer match about $2,130,061 at 4% or $1,420,041 at 6%; with 100% employer match about $1,597,546 at 4% or $1,065,031 at 6%.
Scott Leverenz Retirement Plan-3$1,256,043$241,411$80,470iApproximate average salary by contribution assumption: employee only about $2,011,758 at 4% or $1,341,172 at 6%; with 50% employer match about $1,341,172 at 4% or $894,115 at 6%; with 100% employer match about $1,005,879 at 4% or $670,586 at 6%.
SCOTT LEVERENZ CASH BALANCE PLAN-3$243,209$142,000$47,333iApproximate average salary by contribution assumption: employee only about $1,183,333 at 4% or $788,889 at 6%; with 50% employer match about $788,889 at 4% or $525,926 at 6%; with 100% employer match about $591,667 at 4% or $394,444 at 6%.
201423$1,117,893$202,568$67,523iApproximate average salary by contribution assumption: employee only about $1,688,067 at 4% or $1,125,378 at 6%; with 50% employer match about $1,125,378 at 4% or $750,252 at 6%; with 100% employer match about $844,033 at 4% or $562,689 at 6%.
Scott Leverenz Retirement Plan-3$1,014,623$99,298$33,099iApproximate average salary by contribution assumption: employee only about $827,483 at 4% or $551,656 at 6%; with 50% employer match about $551,656 at 4% or $367,770 at 6%; with 100% employer match about $413,742 at 4% or $275,828 at 6%.
SCOTT LEVERENZ CASH BALANCE PLAN-3$103,270$103,270$34,423iApproximate average salary by contribution assumption: employee only about $860,583 at 4% or $573,722 at 6%; with 50% employer match about $573,722 at 4% or $382,481 at 6%; with 100% employer match about $430,292 at 4% or $286,861 at 6%.
201313$905,451$270,302$90,101iApproximate average salary by contribution assumption: employee only about $2,252,517 at 4% or $1,501,678 at 6%; with 50% employer match about $1,501,678 at 4% or $1,001,119 at 6%; with 100% employer match about $1,126,258 at 4% or $750,839 at 6%.
Scott Leverenz Retirement Plan-3$905,451$270,302$90,101iApproximate average salary by contribution assumption: employee only about $2,252,517 at 4% or $1,501,678 at 6%; with 50% employer match about $1,501,678 at 4% or $1,001,119 at 6%; with 100% employer match about $1,126,258 at 4% or $750,839 at 6%.
201213$795,161$97,809$32,603iApproximate average salary by contribution assumption: employee only about $815,075 at 4% or $543,383 at 6%; with 50% employer match about $543,383 at 4% or $362,256 at 6%; with 100% employer match about $407,538 at 4% or $271,692 at 6%.
Scott Leverenz Retirement Plan-3$795,161$97,809$32,603iApproximate average salary by contribution assumption: employee only about $815,075 at 4% or $543,383 at 6%; with 50% employer match about $543,383 at 4% or $362,256 at 6%; with 100% employer match about $407,538 at 4% or $271,692 at 6%.