Civic Intelligence

Leonis Financial Services LLC

Plan context: Leonis Financial Services LLC Retirement Plan

EIN 46-4514902 • 8 filings • 1 plans

Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$643,205

2021 Contributions

$8,506

Historical Graphs

Total Assets Over Time

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

$643,205$321,603$0201420182021YearValue
$643,205Latest year 2021

Participants Over Time

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

320201420182021YearValue
1Latest year 2021

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
202111$643,205$0-
Leonis Financial Services LLC Retirement Plan-1$643,205--
202011$566,903$0-
Leonis Financial Services LLC Retirement Plan-1$566,903--
201911$434,941$0-
Leonis Financial Services LLC Retirement Plan-1$434,941--
201811$393,045$8,506$8,506iApproximate average salary by contribution assumption: employee only about $212,650 at 4% or $141,767 at 6%; with 50% employer match about $141,767 at 4% or $94,511 at 6%; with 100% employer match about $106,325 at 4% or $70,883 at 6%.
Leonis Financial Services LLC Retirement Plan-1$393,045$8,506$8,506iApproximate average salary by contribution assumption: employee only about $212,650 at 4% or $141,767 at 6%; with 50% employer match about $141,767 at 4% or $94,511 at 6%; with 100% employer match about $106,325 at 4% or $70,883 at 6%.
201713$383,213$23,621$7,874iApproximate average salary by contribution assumption: employee only about $196,842 at 4% or $131,228 at 6%; with 50% employer match about $131,228 at 4% or $87,485 at 6%; with 100% employer match about $98,421 at 4% or $65,614 at 6%.
Leonis Financial Services LLC Retirement Plan-3$383,213$23,621$7,874iApproximate average salary by contribution assumption: employee only about $196,842 at 4% or $131,228 at 6%; with 50% employer match about $131,228 at 4% or $87,485 at 6%; with 100% employer match about $98,421 at 4% or $65,614 at 6%.
201613$342,692$323,998$107,999iApproximate average salary by contribution assumption: employee only about $2,699,983 at 4% or $1,799,989 at 6%; with 50% employer match about $1,799,989 at 4% or $1,199,993 at 6%; with 100% employer match about $1,349,992 at 4% or $899,994 at 6%.
Leonis Financial Services LLC Retirement Plan-3$342,692$323,998$107,999iApproximate average salary by contribution assumption: employee only about $2,699,983 at 4% or $1,799,989 at 6%; with 50% employer match about $1,799,989 at 4% or $1,199,993 at 6%; with 100% employer match about $1,349,992 at 4% or $899,994 at 6%.
201513$19,551$17,192$5,731iApproximate average salary by contribution assumption: employee only about $143,267 at 4% or $95,511 at 6%; with 50% employer match about $95,511 at 4% or $63,674 at 6%; with 100% employer match about $71,633 at 4% or $47,756 at 6%.
Leonis Financial Services LLC Retirement Plan-3$19,551$17,192$5,731iApproximate average salary by contribution assumption: employee only about $143,267 at 4% or $95,511 at 6%; with 50% employer match about $95,511 at 4% or $63,674 at 6%; with 100% employer match about $71,633 at 4% or $47,756 at 6%.
201413$3,289$3,273$1,091iApproximate average salary by contribution assumption: employee only about $27,275 at 4% or $18,183 at 6%; with 50% employer match about $18,183 at 4% or $12,122 at 6%; with 100% employer match about $13,638 at 4% or $9,092 at 6%.
Leonis Financial Services LLC Retirement Plan-3$3,289$3,273$1,091iApproximate average salary by contribution assumption: employee only about $27,275 at 4% or $18,183 at 6%; with 50% employer match about $18,183 at 4% or $12,122 at 6%; with 100% employer match about $13,638 at 4% or $9,092 at 6%.