T Leavell & Associates Inc
Plan context: LEAVELL INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN
EIN 63-0771955 • Mobile, AL • 20 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
38
2024 Assets
$21,714,458
2024 Contributions
$1,108,801
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 38 | $21,714,458 | $1,108,801 | $29,179iApproximate average salary by contribution assumption: employee only about $729,474 at 4% or $486,316 at 6%; with 50% employer match about $486,316 at 4% or $324,211 at 6%; with 100% employer match about $364,737 at 4% or $243,158 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 38 | $21,714,458 | $1,108,801 | $29,179iApproximate average salary by contribution assumption: employee only about $729,474 at 4% or $486,316 at 6%; with 50% employer match about $486,316 at 4% or $324,211 at 6%; with 100% employer match about $364,737 at 4% or $243,158 at 6%. |
| 2023 | 1 | 33 | $18,417,561 | $1,103,762 | $33,447iApproximate average salary by contribution assumption: employee only about $836,183 at 4% or $557,456 at 6%; with 50% employer match about $557,456 at 4% or $371,637 at 6%; with 100% employer match about $418,092 at 4% or $278,728 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 33 | $18,417,561 | $1,103,762 | $33,447iApproximate average salary by contribution assumption: employee only about $836,183 at 4% or $557,456 at 6%; with 50% employer match about $557,456 at 4% or $371,637 at 6%; with 100% employer match about $418,092 at 4% or $278,728 at 6%. |
| 2022 | 1 | 30 | $15,063,624 | $965,500 | $32,183iApproximate average salary by contribution assumption: employee only about $804,583 at 4% or $536,389 at 6%; with 50% employer match about $536,389 at 4% or $357,593 at 6%; with 100% employer match about $402,292 at 4% or $268,194 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 30 | $15,063,624 | $965,500 | $32,183iApproximate average salary by contribution assumption: employee only about $804,583 at 4% or $536,389 at 6%; with 50% employer match about $536,389 at 4% or $357,593 at 6%; with 100% employer match about $402,292 at 4% or $268,194 at 6%. |
| 2021 | 1 | 30 | $16,987,970 | $1,060,154 | $35,338iApproximate average salary by contribution assumption: employee only about $883,462 at 4% or $588,974 at 6%; with 50% employer match about $588,974 at 4% or $392,650 at 6%; with 100% employer match about $441,731 at 4% or $294,487 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 30 | $16,987,970 | $1,060,154 | $35,338iApproximate average salary by contribution assumption: employee only about $883,462 at 4% or $588,974 at 6%; with 50% employer match about $588,974 at 4% or $392,650 at 6%; with 100% employer match about $441,731 at 4% or $294,487 at 6%. |
| 2020 | 1 | 27 | $13,774,065 | $506,337 | $18,753iApproximate average salary by contribution assumption: employee only about $468,831 at 4% or $312,554 at 6%; with 50% employer match about $312,554 at 4% or $208,369 at 6%; with 100% employer match about $234,415 at 4% or $156,277 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) PS PLAN | - | 27 | $13,774,065 | $506,337 | $18,753iApproximate average salary by contribution assumption: employee only about $468,831 at 4% or $312,554 at 6%; with 50% employer match about $312,554 at 4% or $208,369 at 6%; with 100% employer match about $234,415 at 4% or $156,277 at 6%. |
| 2019 | 1 | 27 | $11,951,530 | $1,136,088 | $42,077iApproximate average salary by contribution assumption: employee only about $1,051,933 at 4% or $701,289 at 6%; with 50% employer match about $701,289 at 4% or $467,526 at 6%; with 100% employer match about $525,967 at 4% or $350,644 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) PS PLAN | - | 27 | $11,951,530 | $1,136,088 | $42,077iApproximate average salary by contribution assumption: employee only about $1,051,933 at 4% or $701,289 at 6%; with 50% employer match about $701,289 at 4% or $467,526 at 6%; with 100% employer match about $525,967 at 4% or $350,644 at 6%. |
| 2018 | 1 | 26 | $8,823,793 | $475,136 | $18,274iApproximate average salary by contribution assumption: employee only about $456,862 at 4% or $304,574 at 6%; with 50% employer match about $304,574 at 4% or $203,050 at 6%; with 100% employer match about $228,431 at 4% or $152,287 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) PS PLAN | - | 26 | $8,823,793 | $475,136 | $18,274iApproximate average salary by contribution assumption: employee only about $456,862 at 4% or $304,574 at 6%; with 50% employer match about $304,574 at 4% or $203,050 at 6%; with 100% employer match about $228,431 at 4% or $152,287 at 6%. |
| 2017 | 1 | 27 | $9,086,174 | $680,054 | $25,187iApproximate average salary by contribution assumption: employee only about $629,680 at 4% or $419,786 at 6%; with 50% employer match about $419,786 at 4% or $279,858 at 6%; with 100% employer match about $314,840 at 4% or $209,893 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) P/S PLAN | - | 27 | $9,086,174 | $680,054 | $25,187iApproximate average salary by contribution assumption: employee only about $629,680 at 4% or $419,786 at 6%; with 50% employer match about $419,786 at 4% or $279,858 at 6%; with 100% employer match about $314,840 at 4% or $209,893 at 6%. |
| 2016 | 1 | 28 | $8,098,642 | $669,689 | $23,917iApproximate average salary by contribution assumption: employee only about $597,937 at 4% or $398,624 at 6%; with 50% employer match about $398,624 at 4% or $265,750 at 6%; with 100% employer match about $298,968 at 4% or $199,312 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) P/S PLAN | - | 28 | $8,098,642 | $669,689 | $23,917iApproximate average salary by contribution assumption: employee only about $597,937 at 4% or $398,624 at 6%; with 50% employer match about $398,624 at 4% or $265,750 at 6%; with 100% employer match about $298,968 at 4% or $199,312 at 6%. |
| 2015 | 1 | 25 | $7,060,210 | $610,202 | $24,408iApproximate average salary by contribution assumption: employee only about $610,202 at 4% or $406,801 at 6%; with 50% employer match about $406,801 at 4% or $271,201 at 6%; with 100% employer match about $305,101 at 4% or $203,401 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) P/S PLAN | - | 25 | $7,060,210 | $610,202 | $24,408iApproximate average salary by contribution assumption: employee only about $610,202 at 4% or $406,801 at 6%; with 50% employer match about $406,801 at 4% or $271,201 at 6%; with 100% employer match about $305,101 at 4% or $203,401 at 6%. |
| 2014 | 1 | 23 | $6,587,217 | $889,498 | $38,674iApproximate average salary by contribution assumption: employee only about $966,846 at 4% or $644,564 at 6%; with 50% employer match about $644,564 at 4% or $429,709 at 6%; with 100% employer match about $483,423 at 4% or $322,282 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) P/S PLAN | - | 23 | $6,587,217 | $889,498 | $38,674iApproximate average salary by contribution assumption: employee only about $966,846 at 4% or $644,564 at 6%; with 50% employer match about $644,564 at 4% or $429,709 at 6%; with 100% employer match about $483,423 at 4% or $322,282 at 6%. |
| 2013 | 1 | 27 | $7,044,323 | $534,103 | $19,782iApproximate average salary by contribution assumption: employee only about $494,540 at 4% or $329,693 at 6%; with 50% employer match about $329,693 at 4% or $219,795 at 6%; with 100% employer match about $247,270 at 4% or $164,847 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) P/S PLAN | - | 27 | $7,044,323 | $534,103 | $19,782iApproximate average salary by contribution assumption: employee only about $494,540 at 4% or $329,693 at 6%; with 50% employer match about $329,693 at 4% or $219,795 at 6%; with 100% employer match about $247,270 at 4% or $164,847 at 6%. |
| 2012 | 2 | 28 | $5,565,711 | $452,392 | $16,157iApproximate average salary by contribution assumption: employee only about $403,921 at 4% or $269,281 at 6%; with 50% employer match about $269,281 at 4% or $179,521 at 6%; with 100% employer match about $201,961 at 4% or $134,640 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 28 | $5,565,711 | $452,392 | $16,157iApproximate average salary by contribution assumption: employee only about $403,921 at 4% or $269,281 at 6%; with 50% employer match about $269,281 at 4% or $179,521 at 6%; with 100% employer match about $201,961 at 4% or $134,640 at 6%. |
| Capital Management Corporation Money Purchase Pension Plan | - | - | - | - | - |
| 2011 | 1 | 28 | $4,783,716 | $405,600 | $14,486iApproximate average salary by contribution assumption: employee only about $362,143 at 4% or $241,429 at 6%; with 50% employer match about $241,429 at 4% or $160,952 at 6%; with 100% employer match about $181,071 at 4% or $120,714 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 28 | $4,783,716 | $405,600 | $14,486iApproximate average salary by contribution assumption: employee only about $362,143 at 4% or $241,429 at 6%; with 50% employer match about $241,429 at 4% or $160,952 at 6%; with 100% employer match about $181,071 at 4% or $120,714 at 6%. |
| 2010 | 2 | 25 | $8,854,984 | $523,786 | $20,951iApproximate average salary by contribution assumption: employee only about $523,786 at 4% or $349,191 at 6%; with 50% employer match about $349,191 at 4% or $232,794 at 6%; with 100% employer match about $261,893 at 4% or $174,595 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 25 | $4,427,492 | $261,893 | $10,476iApproximate average salary by contribution assumption: employee only about $261,893 at 4% or $174,595 at 6%; with 50% employer match about $174,595 at 4% or $116,397 at 6%; with 100% employer match about $130,946 at 4% or $87,298 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 25 | $4,427,492 | $261,893 | $10,476iApproximate average salary by contribution assumption: employee only about $261,893 at 4% or $174,595 at 6%; with 50% employer match about $174,595 at 4% or $116,397 at 6%; with 100% employer match about $130,946 at 4% or $87,298 at 6%. |
| 2009 | 1 | 24 | $3,573,505 | $268,210 | $11,175iApproximate average salary by contribution assumption: employee only about $279,385 at 4% or $186,257 at 6%; with 50% employer match about $186,257 at 4% or $124,171 at 6%; with 100% employer match about $139,693 at 4% or $93,128 at 6%. |
| LEAVELL INVESTMENT MANAGEMENT 401(K) PROFIT SHARING PLAN | - | 24 | $3,573,505 | $268,210 | $11,175iApproximate average salary by contribution assumption: employee only about $279,385 at 4% or $186,257 at 6%; with 50% employer match about $186,257 at 4% or $124,171 at 6%; with 100% employer match about $139,693 at 4% or $93,128 at 6%. |
| 2006 | 2 | 32 | $5,364,676 | $325,374 | $10,168iApproximate average salary by contribution assumption: employee only about $254,198 at 4% or $169,466 at 6%; with 50% employer match about $169,466 at 4% or $112,977 at 6%; with 100% employer match about $127,099 at 4% or $84,733 at 6%. |
| Capital Management Corporation Money Purchase Pension Plan | - | 20 | $2,845,138 | - | - |
| CAPITAL MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN | - | 32 | $2,519,538 | $325,374 | $10,168iApproximate average salary by contribution assumption: employee only about $254,198 at 4% or $169,466 at 6%; with 50% employer match about $169,466 at 4% or $112,977 at 6%; with 100% employer match about $127,099 at 4% or $84,733 at 6%. |