Civic Intelligence

Leif Petersen Inc.

Plan context: LEIF PETERSEN CASH BALANCE PLAN

EIN 68-0395597 • Larkspur, CA • 35 filings • 7 plans

975 Magnolia AvenueLarkspur, CA 94939
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$551,465

2024 Contributions

$45,000

Historical Graphs

Total Assets Over Time

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

$1,316,771$658,386$0199920112024YearValue
$551,465Latest year 2024

Participants Over Time

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

740199920092024YearValue
6Latest 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
202426$551,465$45,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
LEIF PETERSEN CASH BALANCE PLAN-6$415,712$33,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Leif Petersen Inc. Safe Harbor Money Purchase Pension Plan-6$135,753$12,000$2,000iApproximate average salary by contribution assumption: employee only about $50,000 at 4% or $33,333 at 6%; with 50% employer match about $33,333 at 4% or $22,222 at 6%; with 100% employer match about $25,000 at 4% or $16,667 at 6%.
202326$461,549$82,938$13,823iApproximate average salary by contribution assumption: employee only about $345,575 at 4% or $230,383 at 6%; with 50% employer match about $230,383 at 4% or $153,589 at 6%; with 100% employer match about $172,788 at 4% or $115,192 at 6%.
LEIF PETERSEN CASH BALANCE PLAN-6$346,761$43,689$7,282iApproximate average salary by contribution assumption: employee only about $182,038 at 4% or $121,358 at 6%; with 50% employer match about $121,358 at 4% or $80,906 at 6%; with 100% employer match about $91,019 at 4% or $60,679 at 6%.
Leif Petersen Inc. Safe Harbor Money Purchase Pension Plan-6$114,788$39,249$6,542iApproximate average salary by contribution assumption: employee only about $163,538 at 4% or $109,025 at 6%; with 50% employer match about $109,025 at 4% or $72,683 at 6%; with 100% employer match about $81,769 at 4% or $54,513 at 6%.
202226$344,791$135,667$22,611iApproximate average salary by contribution assumption: employee only about $565,279 at 4% or $376,853 at 6%; with 50% employer match about $376,853 at 4% or $251,235 at 6%; with 100% employer match about $282,640 at 4% or $188,426 at 6%.
LEIF PETERSEN CASH BALANCE PLAN-6$275,802$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Leif Petersen Inc. Safe Harbor Money Purchase Pension Plan-6$68,989$35,667$5,945iApproximate average salary by contribution assumption: employee only about $148,613 at 4% or $99,075 at 6%; with 50% employer match about $99,075 at 4% or $66,050 at 6%; with 100% employer match about $74,306 at 4% or $49,538 at 6%.
201710$0$934-
Leif Petersen Inc. 401K Profit Sharing Plan-0$0$934-
201617$1,316,771$5,195$742iApproximate average salary by contribution assumption: employee only about $18,554 at 4% or $12,369 at 6%; with 50% employer match about $12,369 at 4% or $8,246 at 6%; with 100% employer match about $9,277 at 4% or $6,185 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-7$1,316,771$5,195$742iApproximate average salary by contribution assumption: employee only about $18,554 at 4% or $12,369 at 6%; with 50% employer match about $12,369 at 4% or $8,246 at 6%; with 100% employer match about $9,277 at 4% or $6,185 at 6%.
201517$1,234,353$4,866$695iApproximate average salary by contribution assumption: employee only about $17,379 at 4% or $11,586 at 6%; with 50% employer match about $11,586 at 4% or $7,724 at 6%; with 100% employer match about $8,689 at 4% or $5,793 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-7$1,234,353$4,866$695iApproximate average salary by contribution assumption: employee only about $17,379 at 4% or $11,586 at 6%; with 50% employer match about $11,586 at 4% or $7,724 at 6%; with 100% employer match about $8,689 at 4% or $5,793 at 6%.
201417$1,266,145$4,601$657iApproximate average salary by contribution assumption: employee only about $16,432 at 4% or $10,955 at 6%; with 50% employer match about $10,955 at 4% or $7,303 at 6%; with 100% employer match about $8,216 at 4% or $5,477 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-7$1,266,145$4,601$657iApproximate average salary by contribution assumption: employee only about $16,432 at 4% or $10,955 at 6%; with 50% employer match about $10,955 at 4% or $7,303 at 6%; with 100% employer match about $8,216 at 4% or $5,477 at 6%.
201317$1,217,543$4,484$641iApproximate average salary by contribution assumption: employee only about $16,014 at 4% or $10,676 at 6%; with 50% employer match about $10,676 at 4% or $7,117 at 6%; with 100% employer match about $8,007 at 4% or $5,338 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-7$1,217,543$4,484$641iApproximate average salary by contribution assumption: employee only about $16,014 at 4% or $10,676 at 6%; with 50% employer match about $10,676 at 4% or $7,117 at 6%; with 100% employer match about $8,007 at 4% or $5,338 at 6%.
201217$1,041,734$5,321$760iApproximate average salary by contribution assumption: employee only about $19,004 at 4% or $12,669 at 6%; with 50% employer match about $12,669 at 4% or $8,446 at 6%; with 100% employer match about $9,502 at 4% or $6,335 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-7$1,041,734$5,321$760iApproximate average salary by contribution assumption: employee only about $19,004 at 4% or $12,669 at 6%; with 50% employer match about $12,669 at 4% or $8,446 at 6%; with 100% employer match about $9,502 at 4% or $6,335 at 6%.
201117$912,013$9,577$1,368iApproximate average salary by contribution assumption: employee only about $34,204 at 4% or $22,802 at 6%; with 50% employer match about $22,802 at 4% or $15,202 at 6%; with 100% employer match about $17,102 at 4% or $11,401 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-7$912,013$9,577$1,368iApproximate average salary by contribution assumption: employee only about $34,204 at 4% or $22,802 at 6%; with 50% employer match about $22,802 at 4% or $15,202 at 6%; with 100% employer match about $17,102 at 4% or $11,401 at 6%.
201017$952,428$7,062$1,009iApproximate average salary by contribution assumption: employee only about $25,221 at 4% or $16,814 at 6%; with 50% employer match about $16,814 at 4% or $11,210 at 6%; with 100% employer match about $12,611 at 4% or $8,407 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-7$952,428$7,062$1,009iApproximate average salary by contribution assumption: employee only about $25,221 at 4% or $16,814 at 6%; with 50% employer match about $16,814 at 4% or $11,210 at 6%; with 100% employer match about $12,611 at 4% or $8,407 at 6%.
200916$847,523$47,815$7,969iApproximate average salary by contribution assumption: employee only about $199,229 at 4% or $132,819 at 6%; with 50% employer match about $132,819 at 4% or $88,546 at 6%; with 100% employer match about $99,615 at 4% or $66,410 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-6$847,523$47,815$7,969iApproximate average salary by contribution assumption: employee only about $199,229 at 4% or $132,819 at 6%; with 50% employer match about $132,819 at 4% or $88,546 at 6%; with 100% employer match about $99,615 at 4% or $66,410 at 6%.
200815$673,045$48,444$9,689iApproximate average salary by contribution assumption: employee only about $242,220 at 4% or $161,480 at 6%; with 50% employer match about $161,480 at 4% or $107,653 at 6%; with 100% employer match about $121,110 at 4% or $80,740 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-5$673,045$48,444$9,689iApproximate average salary by contribution assumption: employee only about $242,220 at 4% or $161,480 at 6%; with 50% employer match about $161,480 at 4% or $107,653 at 6%; with 100% employer match about $121,110 at 4% or $80,740 at 6%.
200715$0$0-
Leif Petersen Inc. 401K Profit Sharing Plan-5---
200616$815,135$49,976$8,329iApproximate average salary by contribution assumption: employee only about $208,233 at 4% or $138,822 at 6%; with 50% employer match about $138,822 at 4% or $92,548 at 6%; with 100% employer match about $104,117 at 4% or $69,411 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-6$815,135$49,976$8,329iApproximate average salary by contribution assumption: employee only about $208,233 at 4% or $138,822 at 6%; with 50% employer match about $138,822 at 4% or $92,548 at 6%; with 100% employer match about $104,117 at 4% or $69,411 at 6%.
200516$693,288$47,971$7,995iApproximate average salary by contribution assumption: employee only about $199,879 at 4% or $133,253 at 6%; with 50% employer match about $133,253 at 4% or $88,835 at 6%; with 100% employer match about $99,940 at 4% or $66,626 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-6$693,288$47,971$7,995iApproximate average salary by contribution assumption: employee only about $199,879 at 4% or $133,253 at 6%; with 50% employer match about $133,253 at 4% or $88,835 at 6%; with 100% employer match about $99,940 at 4% or $66,626 at 6%.
200414$610,658$43,690$10,923iApproximate average salary by contribution assumption: employee only about $273,063 at 4% or $182,042 at 6%; with 50% employer match about $182,042 at 4% or $121,361 at 6%; with 100% employer match about $136,531 at 4% or $91,021 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-4$610,658$43,690$10,923iApproximate average salary by contribution assumption: employee only about $273,063 at 4% or $182,042 at 6%; with 50% employer match about $182,042 at 4% or $121,361 at 6%; with 100% employer match about $136,531 at 4% or $91,021 at 6%.
200334$522,661$93,673$23,418iApproximate average salary by contribution assumption: employee only about $585,456 at 4% or $390,304 at 6%; with 50% employer match about $390,304 at 4% or $260,203 at 6%; with 100% employer match about $292,728 at 4% or $195,152 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-4$522,661$93,673$23,418iApproximate average salary by contribution assumption: employee only about $585,456 at 4% or $390,304 at 6%; with 50% employer match about $390,304 at 4% or $260,203 at 6%; with 100% employer match about $292,728 at 4% or $195,152 at 6%.
Leif Petersen Inc. Money Purchase Pension Plan-0---
Leif Petersen Inc. Safe Harbor Money Purchase Pension Plan-0---
200234$380,167$74,823$18,706iApproximate average salary by contribution assumption: employee only about $467,644 at 4% or $311,763 at 6%; with 50% employer match about $311,763 at 4% or $207,842 at 6%; with 100% employer match about $233,822 at 4% or $155,881 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-4$172,875$28,010$7,003iApproximate average salary by contribution assumption: employee only about $175,063 at 4% or $116,708 at 6%; with 50% employer match about $116,708 at 4% or $77,806 at 6%; with 100% employer match about $87,531 at 4% or $58,354 at 6%.
Leif Petersen Inc. Money Purchase Pension Plan-4$163,514$30,931$7,733iApproximate average salary by contribution assumption: employee only about $193,319 at 4% or $128,879 at 6%; with 50% employer match about $128,879 at 4% or $85,919 at 6%; with 100% employer match about $96,659 at 4% or $64,440 at 6%.
Leif Petersen Inc. Safe Harbor Money Purchase Pension Plan-4$43,778$15,882$3,971iApproximate average salary by contribution assumption: employee only about $99,263 at 4% or $66,175 at 6%; with 50% employer match about $66,175 at 4% or $44,117 at 6%; with 100% employer match about $49,631 at 4% or $33,088 at 6%.
200134$0$0-
Leif Petersen Inc. 401K Profit Sharing Plan-4---
Leif Petersen Inc. Safe Harbor Money Purchase Pension Plan-4---
Leif Petersen Inc. Money Purchase Pension Plan-4---
200034$0$0-
Leif Petersen Inc. Safe Harbor Money Purchase Pension Plan-4---
Leif Petersen Inc. 401K Profit Sharing Plan-4---
Leif Petersen Inc. Money Purchase Pension Plan-4---
199934$245,719$63,565$15,891iApproximate average salary by contribution assumption: employee only about $397,281 at 4% or $264,854 at 6%; with 50% employer match about $264,854 at 4% or $176,569 at 6%; with 100% employer match about $198,641 at 4% or $132,427 at 6%.
Leif Petersen Inc. Money Purchase Pension Plan-4$126,162$30,216$7,554iApproximate average salary by contribution assumption: employee only about $188,850 at 4% or $125,900 at 6%; with 50% employer match about $125,900 at 4% or $83,933 at 6%; with 100% employer match about $94,425 at 4% or $62,950 at 6%.
Leif Petersen Inc. 401K Profit Sharing Plan-4$107,815$21,607$5,402iApproximate average salary by contribution assumption: employee only about $135,044 at 4% or $90,029 at 6%; with 50% employer match about $90,029 at 4% or $60,019 at 6%; with 100% employer match about $67,522 at 4% or $45,015 at 6%.
Leif Petersen Inc. Safe Harbor Money Purchase Pension Plan-4$11,742$11,742$2,936iApproximate average salary by contribution assumption: employee only about $73,388 at 4% or $48,925 at 6%; with 50% employer match about $48,925 at 4% or $32,617 at 6%; with 100% employer match about $36,694 at 4% or $24,463 at 6%.
Leif Petersen Inc. | EIN 68-0395597 | 2024 Form 5500 Company Profile