Civic Intelligence

Lead Client Inc.

Plan context: Lead Client Inc. 401(K) Profit Sharing Plan & Trust

EIN 81-3363619 • Carlsbad, CA • 7 filings • 2 plans

6140 Innovation WayCarlsbad, CA 92009
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$1,081,228

2024 Contributions

$327,844

Historical Graphs

Total Assets Over Time

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

$1,081,228$540,614$0201620212024YearValue
$1,081,228Latest year 2024

Participants Over Time

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

41210201620212024YearValue
41Latest 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
2024141$1,081,228$327,844$7,996iApproximate average salary by contribution assumption: employee only about $199,905 at 4% or $133,270 at 6%; with 50% employer match about $133,270 at 4% or $88,847 at 6%; with 100% employer match about $99,952 at 4% or $66,635 at 6%.
Lead Client Inc. 401(K) Profit Sharing Plan & Trust-41$1,081,228$327,844$7,996iApproximate average salary by contribution assumption: employee only about $199,905 at 4% or $133,270 at 6%; with 50% employer match about $133,270 at 4% or $88,847 at 6%; with 100% employer match about $99,952 at 4% or $66,635 at 6%.
2023129$650,878$245,371$8,461iApproximate average salary by contribution assumption: employee only about $211,527 at 4% or $141,018 at 6%; with 50% employer match about $141,018 at 4% or $94,012 at 6%; with 100% employer match about $105,763 at 4% or $70,509 at 6%.
Lead Client Inc. 401(K) Profit Sharing Plan & Trust-29$650,878$245,371$8,461iApproximate average salary by contribution assumption: employee only about $211,527 at 4% or $141,018 at 6%; with 50% employer match about $141,018 at 4% or $94,012 at 6%; with 100% employer match about $105,763 at 4% or $70,509 at 6%.
2022125$330,739$172,181$6,887iApproximate average salary by contribution assumption: employee only about $172,181 at 4% or $114,787 at 6%; with 50% employer match about $114,787 at 4% or $76,525 at 6%; with 100% employer match about $86,091 at 4% or $57,394 at 6%.
Lead Client Inc. 401(K) Profit Sharing Plan & Trust-25$330,739$172,181$6,887iApproximate average salary by contribution assumption: employee only about $172,181 at 4% or $114,787 at 6%; with 50% employer match about $114,787 at 4% or $76,525 at 6%; with 100% employer match about $86,091 at 4% or $57,394 at 6%.
202117$196,753$43,065$6,152iApproximate average salary by contribution assumption: employee only about $153,804 at 4% or $102,536 at 6%; with 50% employer match about $102,536 at 4% or $68,357 at 6%; with 100% employer match about $76,902 at 4% or $51,268 at 6%.
Lead Client Inc. 401(K) Profit Sharing Plan & Trust-7$196,753$43,065$6,152iApproximate average salary by contribution assumption: employee only about $153,804 at 4% or $102,536 at 6%; with 50% employer match about $102,536 at 4% or $68,357 at 6%; with 100% employer match about $76,902 at 4% or $51,268 at 6%.
202016$124,519$36,924$6,154iApproximate average salary by contribution assumption: employee only about $153,850 at 4% or $102,567 at 6%; with 50% employer match about $102,567 at 4% or $68,378 at 6%; with 100% employer match about $76,925 at 4% or $51,283 at 6%.
Lead Client Inc. 401(K) Profit Sharing Plan & Trust-6$124,519$36,924$6,154iApproximate average salary by contribution assumption: employee only about $153,850 at 4% or $102,567 at 6%; with 50% employer match about $102,567 at 4% or $68,378 at 6%; with 100% employer match about $76,925 at 4% or $51,283 at 6%.
201915$100,357$30,337$6,067iApproximate average salary by contribution assumption: employee only about $151,685 at 4% or $101,123 at 6%; with 50% employer match about $101,123 at 4% or $67,416 at 6%; with 100% employer match about $75,843 at 4% or $50,562 at 6%.
Lead Client Inc. 401(K) Profit Sharing Plan & Trust-5$100,357$30,337$6,067iApproximate average salary by contribution assumption: employee only about $151,685 at 4% or $101,123 at 6%; with 50% employer match about $101,123 at 4% or $67,416 at 6%; with 100% employer match about $75,843 at 4% or $50,562 at 6%.
201613$3,104$3,104$1,035iApproximate average salary by contribution assumption: employee only about $25,867 at 4% or $17,244 at 6%; with 50% employer match about $17,244 at 4% or $11,496 at 6%; with 100% employer match about $12,933 at 4% or $8,622 at 6%.
Lead Client Inc. 401(K) Profit Sharing Plan & Trust-3$3,104$3,104$1,035iApproximate average salary by contribution assumption: employee only about $25,867 at 4% or $17,244 at 6%; with 50% employer match about $17,244 at 4% or $11,496 at 6%; with 100% employer match about $12,933 at 4% or $8,622 at 6%.