LEARY AND LEARY LLC
Plan context: LEARY AND LEARY LLC RETIREMENT TRUST
EIN 63-1288210 • Montgomery, AL • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$765,557
2025 Contributions
$79,113
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $765,557 | $79,113 | $26,371iApproximate average salary by contribution assumption: employee only about $659,275 at 4% or $439,517 at 6%; with 50% employer match about $439,517 at 4% or $293,011 at 6%; with 100% employer match about $329,638 at 4% or $219,758 at 6%. |
| LEARY AND LEARY LLC RETIREMENT TRUST | - | 3 | $765,557 | $79,113 | $26,371iApproximate average salary by contribution assumption: employee only about $659,275 at 4% or $439,517 at 6%; with 50% employer match about $439,517 at 4% or $293,011 at 6%; with 100% employer match about $329,638 at 4% or $219,758 at 6%. |
| 2024 | 1 | 3 | $573,426 | $78,108 | $26,036iApproximate average salary by contribution assumption: employee only about $650,900 at 4% or $433,933 at 6%; with 50% employer match about $433,933 at 4% or $289,289 at 6%; with 100% employer match about $325,450 at 4% or $216,967 at 6%. |
| LEARY AND LEARY LLC RETIREMENT TRUST | - | 3 | $573,426 | $78,108 | $26,036iApproximate average salary by contribution assumption: employee only about $650,900 at 4% or $433,933 at 6%; with 50% employer match about $433,933 at 4% or $289,289 at 6%; with 100% employer match about $325,450 at 4% or $216,967 at 6%. |
| 2023 | 1 | 3 | $438,806 | $74,307 | $24,769iApproximate average salary by contribution assumption: employee only about $619,225 at 4% or $412,817 at 6%; with 50% employer match about $412,817 at 4% or $275,211 at 6%; with 100% employer match about $309,613 at 4% or $206,408 at 6%. |
| LEARY AND LEARY LLC RETIREMENT TRUST | - | 3 | $438,806 | $74,307 | $24,769iApproximate average salary by contribution assumption: employee only about $619,225 at 4% or $412,817 at 6%; with 50% employer match about $412,817 at 4% or $275,211 at 6%; with 100% employer match about $309,613 at 4% or $206,408 at 6%. |
| 2022 | 1 | 3 | $307,542 | $67,867 | $22,622iApproximate average salary by contribution assumption: employee only about $565,558 at 4% or $377,039 at 6%; with 50% employer match about $377,039 at 4% or $251,359 at 6%; with 100% employer match about $282,779 at 4% or $188,519 at 6%. |
| LEARY AND LEARY LLC RETIREMENT TRUST | - | 3 | $307,542 | $67,867 | $22,622iApproximate average salary by contribution assumption: employee only about $565,558 at 4% or $377,039 at 6%; with 50% employer match about $377,039 at 4% or $251,359 at 6%; with 100% employer match about $282,779 at 4% or $188,519 at 6%. |
| 2021 | 1 | 3 | $276,902 | $65,732 | $21,911iApproximate average salary by contribution assumption: employee only about $547,767 at 4% or $365,178 at 6%; with 50% employer match about $365,178 at 4% or $243,452 at 6%; with 100% employer match about $273,883 at 4% or $182,589 at 6%. |
| LEARY AND LEARY LLC RETIREMENT TRUST | - | 3 | $276,902 | $65,732 | $21,911iApproximate average salary by contribution assumption: employee only about $547,767 at 4% or $365,178 at 6%; with 50% employer match about $365,178 at 4% or $243,452 at 6%; with 100% employer match about $273,883 at 4% or $182,589 at 6%. |
| 2020 | 1 | 3 | $168,933 | $124,599 | $41,533iApproximate average salary by contribution assumption: employee only about $1,038,325 at 4% or $692,217 at 6%; with 50% employer match about $692,217 at 4% or $461,478 at 6%; with 100% employer match about $519,163 at 4% or $346,108 at 6%. |
| LEARY AND LEARY LLC RETIREMENT TRUST | - | 3 | $168,933 | $124,599 | $41,533iApproximate average salary by contribution assumption: employee only about $1,038,325 at 4% or $692,217 at 6%; with 50% employer match about $692,217 at 4% or $461,478 at 6%; with 100% employer match about $519,163 at 4% or $346,108 at 6%. |
| 2019 | 1 | 3 | $19,750 | $18,759 | $6,253iApproximate average salary by contribution assumption: employee only about $156,325 at 4% or $104,217 at 6%; with 50% employer match about $104,217 at 4% or $69,478 at 6%; with 100% employer match about $78,163 at 4% or $52,108 at 6%. |
| LEARY AND LEARY LLC RETIREMENT TRUST | - | 3 | $19,750 | $18,759 | $6,253iApproximate average salary by contribution assumption: employee only about $156,325 at 4% or $104,217 at 6%; with 50% employer match about $104,217 at 4% or $69,478 at 6%; with 100% employer match about $78,163 at 4% or $52,108 at 6%. |