Civic Intelligence

Thomas Lease

Plan context: Self Employed Retirement Plan for Thomas Lease

EIN 61-0893370 • 25 filings • 1 plans

Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$655,582

2023 Contributions

$171,333

Historical Graphs

Total Assets Over Time

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

$979,576$489,788$0199920122022YearValue
$655,582Latest year 2022

Participants Over Time

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

420199920112022YearValue
4Latest year 2022

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
202310$0$0-
Self Employed Retirement Plan for Thomas Lease-0---
202214$655,582$0-
Self Employed Retirement Plan for Thomas Lease-4$655,582--
202114$979,576$171,333$42,833iApproximate average salary by contribution assumption: employee only about $1,070,831 at 4% or $713,888 at 6%; with 50% employer match about $713,888 at 4% or $475,925 at 6%; with 100% employer match about $535,416 at 4% or $356,944 at 6%.
Self Employed Retirement Plan for Thomas Lease-4$979,576$171,333$42,833iApproximate average salary by contribution assumption: employee only about $1,070,831 at 4% or $713,888 at 6%; with 50% employer match about $713,888 at 4% or $475,925 at 6%; with 100% employer match about $535,416 at 4% or $356,944 at 6%.
202014$845,947$129,883$32,471iApproximate average salary by contribution assumption: employee only about $811,769 at 4% or $541,179 at 6%; with 50% employer match about $541,179 at 4% or $360,786 at 6%; with 100% employer match about $405,884 at 4% or $270,590 at 6%.
Self Employed Retirement Plan for Thomas Lease-4$845,947$129,883$32,471iApproximate average salary by contribution assumption: employee only about $811,769 at 4% or $541,179 at 6%; with 50% employer match about $541,179 at 4% or $360,786 at 6%; with 100% employer match about $405,884 at 4% or $270,590 at 6%.
201914$808,923$197,394$49,349iApproximate average salary by contribution assumption: employee only about $1,233,713 at 4% or $822,475 at 6%; with 50% employer match about $822,475 at 4% or $548,317 at 6%; with 100% employer match about $616,856 at 4% or $411,238 at 6%.
Self Employed Retirement Plan for Thomas Lease-4$808,923$197,394$49,349iApproximate average salary by contribution assumption: employee only about $1,233,713 at 4% or $822,475 at 6%; with 50% employer match about $822,475 at 4% or $548,317 at 6%; with 100% employer match about $616,856 at 4% or $411,238 at 6%.
201814$786,803$0-
Self Employed Retirement Plan for Thomas Lease-4$786,803--
201712$866,963$116,913$58,457iApproximate average salary by contribution assumption: employee only about $1,461,413 at 4% or $974,275 at 6%; with 50% employer match about $974,275 at 4% or $649,517 at 6%; with 100% employer match about $730,706 at 4% or $487,138 at 6%.
Self Employed Retirement Plan for Thomas Lease-2$866,963$116,913$58,457iApproximate average salary by contribution assumption: employee only about $1,461,413 at 4% or $974,275 at 6%; with 50% employer match about $974,275 at 4% or $649,517 at 6%; with 100% employer match about $730,706 at 4% or $487,138 at 6%.
201613$750,050$35,353$11,784iApproximate average salary by contribution assumption: employee only about $294,608 at 4% or $196,406 at 6%; with 50% employer match about $196,406 at 4% or $130,937 at 6%; with 100% employer match about $147,304 at 4% or $98,203 at 6%.
Self Employed Retirement Plan for Thomas Lease-3$750,050$35,353$11,784iApproximate average salary by contribution assumption: employee only about $294,608 at 4% or $196,406 at 6%; with 50% employer match about $196,406 at 4% or $130,937 at 6%; with 100% employer match about $147,304 at 4% or $98,203 at 6%.
201513$705,290$40,923$13,641iApproximate average salary by contribution assumption: employee only about $341,025 at 4% or $227,350 at 6%; with 50% employer match about $227,350 at 4% or $151,567 at 6%; with 100% employer match about $170,513 at 4% or $113,675 at 6%.
Self Employed Retirement Plan for Thomas Lease-3$705,290$40,923$13,641iApproximate average salary by contribution assumption: employee only about $341,025 at 4% or $227,350 at 6%; with 50% employer match about $227,350 at 4% or $151,567 at 6%; with 100% employer match about $170,513 at 4% or $113,675 at 6%.
201413$616,694$39,083$13,028iApproximate average salary by contribution assumption: employee only about $325,692 at 4% or $217,128 at 6%; with 50% employer match about $217,128 at 4% or $144,752 at 6%; with 100% employer match about $162,846 at 4% or $108,564 at 6%.
Self Employed Retirement Plan for Thomas Lease-3$616,694$39,083$13,028iApproximate average salary by contribution assumption: employee only about $325,692 at 4% or $217,128 at 6%; with 50% employer match about $217,128 at 4% or $144,752 at 6%; with 100% employer match about $162,846 at 4% or $108,564 at 6%.
201313$526,498$60,419$20,140iApproximate average salary by contribution assumption: employee only about $503,492 at 4% or $335,661 at 6%; with 50% employer match about $335,661 at 4% or $223,774 at 6%; with 100% employer match about $251,746 at 4% or $167,831 at 6%.
Self Employed Retirement Plan for Thomas Lease-3$526,498$60,419$20,140iApproximate average salary by contribution assumption: employee only about $503,492 at 4% or $335,661 at 6%; with 50% employer match about $335,661 at 4% or $223,774 at 6%; with 100% employer match about $251,746 at 4% or $167,831 at 6%.
201212$496,668$23,714$11,857iApproximate average salary by contribution assumption: employee only about $296,425 at 4% or $197,617 at 6%; with 50% employer match about $197,617 at 4% or $131,744 at 6%; with 100% employer match about $148,213 at 4% or $98,808 at 6%.
Self Employed Retirement Plan for Thomas Lease-2$496,668$23,714$11,857iApproximate average salary by contribution assumption: employee only about $296,425 at 4% or $197,617 at 6%; with 50% employer match about $197,617 at 4% or $131,744 at 6%; with 100% employer match about $148,213 at 4% or $98,808 at 6%.
201113$436,465$37,072$12,357iApproximate average salary by contribution assumption: employee only about $308,933 at 4% or $205,956 at 6%; with 50% employer match about $205,956 at 4% or $137,304 at 6%; with 100% employer match about $154,467 at 4% or $102,978 at 6%.
Self Employed Retirement Plan for Thomas Lease-3$436,465$37,072$12,357iApproximate average salary by contribution assumption: employee only about $308,933 at 4% or $205,956 at 6%; with 50% employer match about $205,956 at 4% or $137,304 at 6%; with 100% employer match about $154,467 at 4% or $102,978 at 6%.
201014$421,935$53,270$13,318iApproximate average salary by contribution assumption: employee only about $332,938 at 4% or $221,958 at 6%; with 50% employer match about $221,958 at 4% or $147,972 at 6%; with 100% employer match about $166,469 at 4% or $110,979 at 6%.
Self Employed Retirement Plan for Thomas Lease-4$421,935$53,270$13,318iApproximate average salary by contribution assumption: employee only about $332,938 at 4% or $221,958 at 6%; with 50% employer match about $221,958 at 4% or $147,972 at 6%; with 100% employer match about $166,469 at 4% or $110,979 at 6%.
200913$347,144$15,187$5,062iApproximate average salary by contribution assumption: employee only about $126,558 at 4% or $84,372 at 6%; with 50% employer match about $84,372 at 4% or $56,248 at 6%; with 100% employer match about $63,279 at 4% or $42,186 at 6%.
Self Employed Retirement Plan for Thomas Lease-3$347,144$15,187$5,062iApproximate average salary by contribution assumption: employee only about $126,558 at 4% or $84,372 at 6%; with 50% employer match about $84,372 at 4% or $56,248 at 6%; with 100% employer match about $63,279 at 4% or $42,186 at 6%.
200813$332,952$16,612$5,537iApproximate average salary by contribution assumption: employee only about $138,433 at 4% or $92,289 at 6%; with 50% employer match about $92,289 at 4% or $61,526 at 6%; with 100% employer match about $69,217 at 4% or $46,144 at 6%.
Self Employed Retirement Plan for Thomas Lease-3$332,952$16,612$5,537iApproximate average salary by contribution assumption: employee only about $138,433 at 4% or $92,289 at 6%; with 50% employer match about $92,289 at 4% or $61,526 at 6%; with 100% employer match about $69,217 at 4% or $46,144 at 6%.
200711$0$0-
Self Employed Retirement Plan for Thomas Lease-1---
200611$303,571$11,324$11,324iApproximate average salary by contribution assumption: employee only about $283,100 at 4% or $188,733 at 6%; with 50% employer match about $188,733 at 4% or $125,822 at 6%; with 100% employer match about $141,550 at 4% or $94,367 at 6%.
Self Employed Retirement Plan for Thomas Lease-1$303,571$11,324$11,324iApproximate average salary by contribution assumption: employee only about $283,100 at 4% or $188,733 at 6%; with 50% employer match about $188,733 at 4% or $125,822 at 6%; with 100% employer match about $141,550 at 4% or $94,367 at 6%.
200512$276,443$12,993$6,497iApproximate average salary by contribution assumption: employee only about $162,413 at 4% or $108,275 at 6%; with 50% employer match about $108,275 at 4% or $72,183 at 6%; with 100% employer match about $81,206 at 4% or $54,138 at 6%.
Self Employed Retirement Plan for Thomas Lease-2$276,443$12,993$6,497iApproximate average salary by contribution assumption: employee only about $162,413 at 4% or $108,275 at 6%; with 50% employer match about $108,275 at 4% or $72,183 at 6%; with 100% employer match about $81,206 at 4% or $54,138 at 6%.
200412$251,971$12,445$6,223iApproximate average salary by contribution assumption: employee only about $155,563 at 4% or $103,708 at 6%; with 50% employer match about $103,708 at 4% or $69,139 at 6%; with 100% employer match about $77,781 at 4% or $51,854 at 6%.
Self Employed Retirement Plan for Thomas Lease-2$251,971$12,445$6,223iApproximate average salary by contribution assumption: employee only about $155,563 at 4% or $103,708 at 6%; with 50% employer match about $103,708 at 4% or $69,139 at 6%; with 100% employer match about $77,781 at 4% or $51,854 at 6%.
200312$220,113$22,641$11,321iApproximate average salary by contribution assumption: employee only about $283,013 at 4% or $188,675 at 6%; with 50% employer match about $188,675 at 4% or $125,783 at 6%; with 100% employer match about $141,506 at 4% or $94,338 at 6%.
Self Employed Retirement Plan for Thomas Lease-2$220,113$22,641$11,321iApproximate average salary by contribution assumption: employee only about $283,013 at 4% or $188,675 at 6%; with 50% employer match about $188,675 at 4% or $125,783 at 6%; with 100% employer match about $141,506 at 4% or $94,338 at 6%.
200210$178,051$6,560-
Self Employed Retirement Plan for Thomas Lease-0$178,051$6,560-
200111$0$0-
Self Employed Retirement Plan for Thomas Lease-1---
200011$294,273$20,059$20,059iApproximate average salary by contribution assumption: employee only about $501,475 at 4% or $334,317 at 6%; with 50% employer match about $334,317 at 4% or $222,878 at 6%; with 100% employer match about $250,738 at 4% or $167,158 at 6%.
Self Employed Retirement Plan for Thomas Lease-1$294,273$20,059$20,059iApproximate average salary by contribution assumption: employee only about $501,475 at 4% or $334,317 at 6%; with 50% employer match about $334,317 at 4% or $222,878 at 6%; with 100% employer match about $250,738 at 4% or $167,158 at 6%.
199912$385,852$22,913$11,457iApproximate average salary by contribution assumption: employee only about $286,413 at 4% or $190,942 at 6%; with 50% employer match about $190,942 at 4% or $127,294 at 6%; with 100% employer match about $143,206 at 4% or $95,471 at 6%.
Self Employed Retirement Plan for Thomas Lease-2$385,852$22,913$11,457iApproximate average salary by contribution assumption: employee only about $286,413 at 4% or $190,942 at 6%; with 50% employer match about $190,942 at 4% or $127,294 at 6%; with 100% employer match about $143,206 at 4% or $95,471 at 6%.