Civic Intelligence

The Leonard Financial Group LLC

Plan context: The Leonard Financial Group LLC 401(K) Ps Plan

EIN 74-3081104 • Riverside, CA • 18 filings • 3 plans

6820 Indiana AveSuite 230Riverside, CA 92506
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$594,583

2024 Contributions

$23,766

Historical Graphs

Total Assets Over Time

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

$594,583$297,292$0200720162024YearValue
$594,583Latest year 2024

Participants Over Time

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

420200720162024YearValue
4Latest 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
202414$594,583$23,766$5,942iApproximate average salary by contribution assumption: employee only about $148,538 at 4% or $99,025 at 6%; with 50% employer match about $99,025 at 4% or $66,017 at 6%; with 100% employer match about $74,269 at 4% or $49,513 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-4$594,583$23,766$5,942iApproximate average salary by contribution assumption: employee only about $148,538 at 4% or $99,025 at 6%; with 50% employer match about $99,025 at 4% or $66,017 at 6%; with 100% employer match about $74,269 at 4% or $49,513 at 6%.
202314$468,122$14,896$3,724iApproximate average salary by contribution assumption: employee only about $93,100 at 4% or $62,067 at 6%; with 50% employer match about $62,067 at 4% or $41,378 at 6%; with 100% employer match about $46,550 at 4% or $31,033 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-4$468,122$14,896$3,724iApproximate average salary by contribution assumption: employee only about $93,100 at 4% or $62,067 at 6%; with 50% employer match about $62,067 at 4% or $41,378 at 6%; with 100% employer match about $46,550 at 4% or $31,033 at 6%.
202214$372,764$21,666$5,417iApproximate average salary by contribution assumption: employee only about $135,413 at 4% or $90,275 at 6%; with 50% employer match about $90,275 at 4% or $60,183 at 6%; with 100% employer match about $67,706 at 4% or $45,138 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-4$372,764$21,666$5,417iApproximate average salary by contribution assumption: employee only about $135,413 at 4% or $90,275 at 6%; with 50% employer match about $90,275 at 4% or $60,183 at 6%; with 100% employer match about $67,706 at 4% or $45,138 at 6%.
202114$431,989$26,934$6,734iApproximate average salary by contribution assumption: employee only about $168,338 at 4% or $112,225 at 6%; with 50% employer match about $112,225 at 4% or $74,817 at 6%; with 100% employer match about $84,169 at 4% or $56,113 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-4$431,989$26,934$6,734iApproximate average salary by contribution assumption: employee only about $168,338 at 4% or $112,225 at 6%; with 50% employer match about $112,225 at 4% or $74,817 at 6%; with 100% employer match about $84,169 at 4% or $56,113 at 6%.
202013$330,389$25,714$8,571iApproximate average salary by contribution assumption: employee only about $214,283 at 4% or $142,856 at 6%; with 50% employer match about $142,856 at 4% or $95,237 at 6%; with 100% employer match about $107,142 at 4% or $71,428 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-3$330,389$25,714$8,571iApproximate average salary by contribution assumption: employee only about $214,283 at 4% or $142,856 at 6%; with 50% employer match about $142,856 at 4% or $95,237 at 6%; with 100% employer match about $107,142 at 4% or $71,428 at 6%.
201913$248,985$18,176$6,059iApproximate average salary by contribution assumption: employee only about $151,467 at 4% or $100,978 at 6%; with 50% employer match about $100,978 at 4% or $67,319 at 6%; with 100% employer match about $75,733 at 4% or $50,489 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-3$248,985$18,176$6,059iApproximate average salary by contribution assumption: employee only about $151,467 at 4% or $100,978 at 6%; with 50% employer match about $100,978 at 4% or $67,319 at 6%; with 100% employer match about $75,733 at 4% or $50,489 at 6%.
201813$184,602$14,449$4,816iApproximate average salary by contribution assumption: employee only about $120,408 at 4% or $80,272 at 6%; with 50% employer match about $80,272 at 4% or $53,515 at 6%; with 100% employer match about $60,204 at 4% or $40,136 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-3$184,602$14,449$4,816iApproximate average salary by contribution assumption: employee only about $120,408 at 4% or $80,272 at 6%; with 50% employer match about $80,272 at 4% or $53,515 at 6%; with 100% employer match about $60,204 at 4% or $40,136 at 6%.
201713$180,833$12,822$4,274iApproximate average salary by contribution assumption: employee only about $106,850 at 4% or $71,233 at 6%; with 50% employer match about $71,233 at 4% or $47,489 at 6%; with 100% employer match about $53,425 at 4% or $35,617 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-3$180,833$12,822$4,274iApproximate average salary by contribution assumption: employee only about $106,850 at 4% or $71,233 at 6%; with 50% employer match about $71,233 at 4% or $47,489 at 6%; with 100% employer match about $53,425 at 4% or $35,617 at 6%.
201613$148,809$44,252$14,751iApproximate average salary by contribution assumption: employee only about $368,767 at 4% or $245,844 at 6%; with 50% employer match about $245,844 at 4% or $163,896 at 6%; with 100% employer match about $184,383 at 4% or $122,922 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-3$148,809$44,252$14,751iApproximate average salary by contribution assumption: employee only about $368,767 at 4% or $245,844 at 6%; with 50% employer match about $245,844 at 4% or $163,896 at 6%; with 100% employer match about $184,383 at 4% or $122,922 at 6%.
201513$84,350$13,015$4,338iApproximate average salary by contribution assumption: employee only about $108,458 at 4% or $72,306 at 6%; with 50% employer match about $72,306 at 4% or $48,204 at 6%; with 100% employer match about $54,229 at 4% or $36,153 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-3$84,350$13,015$4,338iApproximate average salary by contribution assumption: employee only about $108,458 at 4% or $72,306 at 6%; with 50% employer match about $72,306 at 4% or $48,204 at 6%; with 100% employer match about $54,229 at 4% or $36,153 at 6%.
201413$173,385$29,151$9,717iApproximate average salary by contribution assumption: employee only about $242,925 at 4% or $161,950 at 6%; with 50% employer match about $161,950 at 4% or $107,967 at 6%; with 100% employer match about $121,463 at 4% or $80,975 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-3$173,385$29,151$9,717iApproximate average salary by contribution assumption: employee only about $242,925 at 4% or $161,950 at 6%; with 50% employer match about $161,950 at 4% or $107,967 at 6%; with 100% employer match about $121,463 at 4% or $80,975 at 6%.
201313$139,931$13,065$4,355iApproximate average salary by contribution assumption: employee only about $108,875 at 4% or $72,583 at 6%; with 50% employer match about $72,583 at 4% or $48,389 at 6%; with 100% employer match about $54,438 at 4% or $36,292 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-3$139,931$13,065$4,355iApproximate average salary by contribution assumption: employee only about $108,875 at 4% or $72,583 at 6%; with 50% employer match about $72,583 at 4% or $48,389 at 6%; with 100% employer match about $54,438 at 4% or $36,292 at 6%.
201214$114,378$13,623$3,406iApproximate average salary by contribution assumption: employee only about $85,144 at 4% or $56,763 at 6%; with 50% employer match about $56,763 at 4% or $37,842 at 6%; with 100% employer match about $42,572 at 4% or $28,381 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-4$114,378$13,623$3,406iApproximate average salary by contribution assumption: employee only about $85,144 at 4% or $56,763 at 6%; with 50% employer match about $56,763 at 4% or $37,842 at 6%; with 100% employer match about $42,572 at 4% or $28,381 at 6%.
201114$90,076$12,051$3,013iApproximate average salary by contribution assumption: employee only about $75,319 at 4% or $50,213 at 6%; with 50% employer match about $50,213 at 4% or $33,475 at 6%; with 100% employer match about $37,659 at 4% or $25,106 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-4$90,076$12,051$3,013iApproximate average salary by contribution assumption: employee only about $75,319 at 4% or $50,213 at 6%; with 50% employer match about $50,213 at 4% or $33,475 at 6%; with 100% employer match about $37,659 at 4% or $25,106 at 6%.
201014$79,033$12,354$3,089iApproximate average salary by contribution assumption: employee only about $77,213 at 4% or $51,475 at 6%; with 50% employer match about $51,475 at 4% or $34,317 at 6%; with 100% employer match about $38,606 at 4% or $25,738 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-4$79,033$12,354$3,089iApproximate average salary by contribution assumption: employee only about $77,213 at 4% or $51,475 at 6%; with 50% employer match about $51,475 at 4% or $34,317 at 6%; with 100% employer match about $38,606 at 4% or $25,738 at 6%.
200914$55,830$16,160$4,040iApproximate average salary by contribution assumption: employee only about $101,000 at 4% or $67,333 at 6%; with 50% employer match about $67,333 at 4% or $44,889 at 6%; with 100% employer match about $50,500 at 4% or $33,667 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-4$55,830$16,160$4,040iApproximate average salary by contribution assumption: employee only about $101,000 at 4% or $67,333 at 6%; with 50% employer match about $67,333 at 4% or $44,889 at 6%; with 100% employer match about $50,500 at 4% or $33,667 at 6%.
200814$28,706$17,524$4,381iApproximate average salary by contribution assumption: employee only about $109,525 at 4% or $73,017 at 6%; with 50% employer match about $73,017 at 4% or $48,678 at 6%; with 100% employer match about $54,763 at 4% or $36,508 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-4$28,706$17,524$4,381iApproximate average salary by contribution assumption: employee only about $109,525 at 4% or $73,017 at 6%; with 50% employer match about $73,017 at 4% or $48,678 at 6%; with 100% employer match about $54,763 at 4% or $36,508 at 6%.
200714$23,906$24,185$6,046iApproximate average salary by contribution assumption: employee only about $151,156 at 4% or $100,771 at 6%; with 50% employer match about $100,771 at 4% or $67,181 at 6%; with 100% employer match about $75,578 at 4% or $50,385 at 6%.
The Leonard Financial Group LLC 401(K) Ps Plan-4$23,906$24,185$6,046iApproximate average salary by contribution assumption: employee only about $151,156 at 4% or $100,771 at 6%; with 50% employer match about $100,771 at 4% or $67,181 at 6%; with 100% employer match about $75,578 at 4% or $50,385 at 6%.