Civic Intelligence

Levitt & Leichenger Management Inc

Plan context: LEVITT & LEICHENGER MANAGEMENT COMPANY, INC. CASH BALANCE ACCOUNT PLAN

EIN 95-4714905 • Beverly Hills, CA • 19 filings • 4 plans

CO Levitt Leichenger And Aberle8383 Wilshire Blvd., Suite 970Beverly Hills, CA 90211-2421
Current Snapshot

Latest Year

2013

2013 Participants

13

2013 Assets

$3,032,626

2013 Contributions

$178,400

Historical Graphs

Total Assets Over Time

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

$3,032,626$1,516,313$0199920062013YearValue
$3,032,626Latest year 2013

Participants Over Time

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

1370199920062013YearValue
13Latest year 2013

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
2013113$3,032,626$178,400$13,723iApproximate average salary by contribution assumption: employee only about $343,077 at 4% or $228,718 at 6%; with 50% employer match about $228,718 at 4% or $152,479 at 6%; with 100% employer match about $171,538 at 4% or $114,359 at 6%.
LEVITT & LEICHENGER MANAGEMENT COMPANY, INC. CASH BALANCE ACCOUNT PLAN-13$3,032,626$178,400$13,723iApproximate average salary by contribution assumption: employee only about $343,077 at 4% or $228,718 at 6%; with 50% employer match about $228,718 at 4% or $152,479 at 6%; with 100% employer match about $171,538 at 4% or $114,359 at 6%.
2012111$2,418,615$129,250$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
LEVITT & LEICHENGER MANAGEMENT COMPANY, INC. CASH BALANCE ACCOUNT PLAN-11$2,418,615$129,250$11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%.
2011110$2,074,021$100,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
LEVITT & LEICHENGER MANAGEMENT COMPANY, INC. CASH BALANCE ACCOUNT PLAN-10$2,074,021$100,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
2010111$1,963,732$408,000$37,091iApproximate average salary by contribution assumption: employee only about $927,273 at 4% or $618,182 at 6%; with 50% employer match about $618,182 at 4% or $412,121 at 6%; with 100% employer match about $463,636 at 4% or $309,091 at 6%.
LEVITT & LEICHENGER MANAGEMENT COMPANY, INC. CASH BALANCE ACCOUNT PLAN-11$1,963,732$408,000$37,091iApproximate average salary by contribution assumption: employee only about $927,273 at 4% or $618,182 at 6%; with 50% employer match about $618,182 at 4% or $412,121 at 6%; with 100% employer match about $463,636 at 4% or $309,091 at 6%.
2009111$1,420,035$328,000$29,818iApproximate average salary by contribution assumption: employee only about $745,455 at 4% or $496,970 at 6%; with 50% employer match about $496,970 at 4% or $331,313 at 6%; with 100% employer match about $372,727 at 4% or $248,485 at 6%.
LEVITT & LEICHENGER MANAGEMENT COMPANY, INC. CASH BALANCE ACCOUNT PLAN-11$1,420,035$328,000$29,818iApproximate average salary by contribution assumption: employee only about $745,455 at 4% or $496,970 at 6%; with 50% employer match about $496,970 at 4% or $331,313 at 6%; with 100% employer match about $372,727 at 4% or $248,485 at 6%.
200818$0$0-
LEVITT & LEICHENGER MANAGEMENT COMPANY, INC. CASH BALANCE ACCOUNT PLAN-8---
200727$0$0-
LEVITT & LEICHENGER MANAGEMENT COMPANY, INC. CASH BALANCE ACCOUNT PLAN-7---
Levitt & Leichenger Management Inc. Employee Stock Ownership Plan-0---
200625$600,340$146,297$29,259iApproximate average salary by contribution assumption: employee only about $731,485 at 4% or $487,657 at 6%; with 50% employer match about $487,657 at 4% or $325,104 at 6%; with 100% employer match about $365,743 at 4% or $243,828 at 6%.
LEVITT & LEICHENGER MANAGEMENT COMPANY, INC. CASH BALANCE ACCOUNT PLAN-5$517,686$146,297$29,259iApproximate average salary by contribution assumption: employee only about $731,485 at 4% or $487,657 at 6%; with 50% employer match about $487,657 at 4% or $325,104 at 6%; with 100% employer match about $365,743 at 4% or $243,828 at 6%.
Levitt & Leichenger Management Inc. Employee Stock Ownership Plan-3$82,654--
200524$414,272$175,207$43,802iApproximate average salary by contribution assumption: employee only about $1,095,044 at 4% or $730,029 at 6%; with 50% employer match about $730,029 at 4% or $486,686 at 6%; with 100% employer match about $547,522 at 4% or $365,015 at 6%.
LEVITT & LEICHENGER MANAGEMENT COMPANY, INC. CASH BALANCE ACCOUNT PLAN-4$334,068$164,840$41,210iApproximate average salary by contribution assumption: employee only about $1,030,250 at 4% or $686,833 at 6%; with 50% employer match about $686,833 at 4% or $457,889 at 6%; with 100% employer match about $515,125 at 4% or $343,417 at 6%.
Levitt & Leichenger Management Inc. Employee Stock Ownership Plan-2$80,204$10,367$5,184iApproximate average salary by contribution assumption: employee only about $129,588 at 4% or $86,392 at 6%; with 50% employer match about $86,392 at 4% or $57,594 at 6%; with 100% employer match about $64,794 at 4% or $43,196 at 6%.
200426$232,538$174,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
LEVITT & LEICHENGER MANAGEMENT COMPANY, INC. CASH BALANCE ACCOUNT PLAN-6$164,000$164,000$27,333iApproximate average salary by contribution assumption: employee only about $683,333 at 4% or $455,556 at 6%; with 50% employer match about $455,556 at 4% or $303,704 at 6%; with 100% employer match about $341,667 at 4% or $227,778 at 6%.
Levitt & Leichenger Management Inc. Employee Stock Ownership Plan-4$68,538$10,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
200314$58,538$47,790$11,948iApproximate average salary by contribution assumption: employee only about $298,688 at 4% or $199,125 at 6%; with 50% employer match about $199,125 at 4% or $132,750 at 6%; with 100% employer match about $149,344 at 4% or $99,563 at 6%.
Levitt & Leichenger Management Inc. Employee Stock Ownership Plan-4$58,538$47,790$11,948iApproximate average salary by contribution assumption: employee only about $298,688 at 4% or $199,125 at 6%; with 50% employer match about $199,125 at 4% or $132,750 at 6%; with 100% employer match about $149,344 at 4% or $99,563 at 6%.
200213$38,677$0-
Levitt & Leichenger Management Inc. Employee Stock Ownership Plan-3$38,677--
200113$0$0-
Levitt & Leichenger Management Inc. Employee Stock Ownership Plan-3---
200013$0$0-
Levitt & Leichenger Management Inc. Employee Stock Ownership Plan-3---
199913$10,860$0-
Levitt & Leichenger Management Inc. Employee Stock Ownership Plan-3$10,860--