Civic Intelligence

Lippert & Associates

Plan context: Lippert & Associates 401(K) Profit Sharing Plan

EIN 03-0399323 • Arroyo Grande, CA • 48 filings • 4 plans

1040 Coffee LaneArroyo Grande, CA 93420
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$650,598

2022 Contributions

$67,500

Historical Graphs

Total Assets Over Time

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

$3,417,086$1,708,543$0200120122022YearValue
$650,598Latest year 2022

Participants Over Time

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

210200120122022YearValue
1Latest year 2022

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
202211$650,598$67,500$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
Lippert & Associates 401(K) Profit Sharing Plan-1$650,598$67,500$67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%.
202112$741,757$64,500$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
Lippert & Associates 401(K) Profit Sharing Plan-2$741,757$64,500$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
202022$3,417,086$67,308$33,654iApproximate average salary by contribution assumption: employee only about $841,350 at 4% or $560,900 at 6%; with 50% employer match about $560,900 at 4% or $373,933 at 6%; with 100% employer match about $420,675 at 4% or $280,450 at 6%.
Lippert & Associates Money Purchase Pension Plan-1$2,714,558$0-
Lippert & Associates 401(K) Profit Sharing Plan-2$702,528$67,308$33,654iApproximate average salary by contribution assumption: employee only about $841,350 at 4% or $560,900 at 6%; with 50% employer match about $560,900 at 4% or $373,933 at 6%; with 100% employer match about $420,675 at 4% or $280,450 at 6%.
201922$3,125,518$66,500$33,250iApproximate average salary by contribution assumption: employee only about $831,250 at 4% or $554,167 at 6%; with 50% employer match about $554,167 at 4% or $369,444 at 6%; with 100% employer match about $415,625 at 4% or $277,083 at 6%.
Lippert & Associates Money Purchase Pension Plan-1$2,484,430$0-
Lippert & Associates 401(K) Profit Sharing Plan-2$641,088$66,500$33,250iApproximate average salary by contribution assumption: employee only about $831,250 at 4% or $554,167 at 6%; with 50% employer match about $554,167 at 4% or $369,444 at 6%; with 100% employer match about $415,625 at 4% or $277,083 at 6%.
201822$2,914,363$65,500$32,750iApproximate average salary by contribution assumption: employee only about $818,750 at 4% or $545,833 at 6%; with 50% employer match about $545,833 at 4% or $363,889 at 6%; with 100% employer match about $409,375 at 4% or $272,917 at 6%.
Lippert & Associates Money Purchase Pension Plan-1$2,378,959$0-
Lippert & Associates 401(K) Profit Sharing Plan-2$535,404$65,500$32,750iApproximate average salary by contribution assumption: employee only about $818,750 at 4% or $545,833 at 6%; with 50% employer match about $545,833 at 4% or $363,889 at 6%; with 100% employer match about $409,375 at 4% or $272,917 at 6%.
201722$2,798,668$1,471,963$735,982iApproximate average salary by contribution assumption: employee only about $18,399,538 at 4% or $12,266,358 at 6%; with 50% employer match about $12,266,358 at 4% or $8,177,572 at 6%; with 100% employer match about $9,199,769 at 4% or $6,133,179 at 6%.
Lippert & Associates Money Purchase Pension Plan-1$2,282,498$1,405,663$1,405,663iApproximate average salary by contribution assumption: employee only about $35,141,575 at 4% or $23,427,717 at 6%; with 50% employer match about $23,427,717 at 4% or $15,618,478 at 6%; with 100% employer match about $17,570,788 at 4% or $11,713,858 at 6%.
Lippert & Associates 401(K) Profit Sharing Plan-2$516,170$66,300$33,150iApproximate average salary by contribution assumption: employee only about $828,750 at 4% or $552,500 at 6%; with 50% employer match about $552,500 at 4% or $368,333 at 6%; with 100% employer match about $414,375 at 4% or $276,250 at 6%.
201621$1,079,784$0-
Lippert & Associates Money Purchase Pension Plan-1$745,746$0-
Lippert & Associates 401(K) Profit Sharing Plan-1$334,038$0-
201531$2,211,628$151,903$151,903iApproximate average salary by contribution assumption: employee only about $3,797,575 at 4% or $2,531,717 at 6%; with 50% employer match about $2,531,717 at 4% or $1,687,811 at 6%; with 100% employer match about $1,898,788 at 4% or $1,265,858 at 6%.
Lippert & Associates Defined Benefit Pension Plan-1$1,183,220$125,000$125,000iApproximate average salary by contribution assumption: employee only about $3,125,000 at 4% or $2,083,333 at 6%; with 50% employer match about $2,083,333 at 4% or $1,388,889 at 6%; with 100% employer match about $1,562,500 at 4% or $1,041,667 at 6%.
Lippert & Associates Money Purchase Pension Plan-1$714,835$26,903$26,903iApproximate average salary by contribution assumption: employee only about $672,575 at 4% or $448,383 at 6%; with 50% employer match about $448,383 at 4% or $298,922 at 6%; with 100% employer match about $336,288 at 4% or $224,192 at 6%.
Lippert & Associates 401(K) Profit Sharing Plan-1$313,573$0-
201432$2,505,025$90,201$45,101iApproximate average salary by contribution assumption: employee only about $1,127,513 at 4% or $751,675 at 6%; with 50% employer match about $751,675 at 4% or $501,117 at 6%; with 100% employer match about $563,756 at 4% or $375,838 at 6%.
Lippert & Associates Defined Benefit Pension Plan-2$1,289,539$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Lippert & Associates Money Purchase Pension Plan-2$809,417$0-
Lippert & Associates 401(K) Profit Sharing Plan-2$406,069$50,201$25,101iApproximate average salary by contribution assumption: employee only about $627,513 at 4% or $418,342 at 6%; with 50% employer match about $418,342 at 4% or $278,894 at 6%; with 100% employer match about $313,756 at 4% or $209,171 at 6%.
201332$2,318,524$90,097$45,049iApproximate average salary by contribution assumption: employee only about $1,126,213 at 4% or $750,808 at 6%; with 50% employer match about $750,808 at 4% or $500,539 at 6%; with 100% employer match about $563,106 at 4% or $375,404 at 6%.
Lippert & Associates Defined Benefit Pension Plan-2$1,226,805$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Lippert & Associates Money Purchase Pension Plan-2$751,818$0-
Lippert & Associates 401(K) Profit Sharing Plan-2$339,901$50,097$25,049iApproximate average salary by contribution assumption: employee only about $626,213 at 4% or $417,475 at 6%; with 50% employer match about $417,475 at 4% or $278,317 at 6%; with 100% employer match about $313,106 at 4% or $208,738 at 6%.
201232$2,143,994$89,101$44,551iApproximate average salary by contribution assumption: employee only about $1,113,763 at 4% or $742,508 at 6%; with 50% employer match about $742,508 at 4% or $495,006 at 6%; with 100% employer match about $556,881 at 4% or $371,254 at 6%.
Lippert & Associates Defined Benefit Pension Plan-2$1,189,264$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Lippert & Associates Money Purchase Pension Plan-2$690,261$0-
Lippert & Associates 401(K) Profit Sharing Plan-2$264,469$49,101$24,551iApproximate average salary by contribution assumption: employee only about $613,763 at 4% or $409,175 at 6%; with 50% employer match about $409,175 at 4% or $272,783 at 6%; with 100% employer match about $306,881 at 4% or $204,588 at 6%.
201132$1,876,995$98,196$49,098iApproximate average salary by contribution assumption: employee only about $1,227,450 at 4% or $818,300 at 6%; with 50% employer match about $818,300 at 4% or $545,533 at 6%; with 100% employer match about $613,725 at 4% or $409,150 at 6%.
Lippert & Associates Defined Benefit Pension Plan-2$1,072,774$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Lippert & Associates Money Purchase Pension Plan-2$621,084$0-
Lippert & Associates 401(K) Profit Sharing Plan-2$183,137$48,196$24,098iApproximate average salary by contribution assumption: employee only about $602,450 at 4% or $401,633 at 6%; with 50% employer match about $401,633 at 4% or $267,756 at 6%; with 100% employer match about $301,225 at 4% or $200,817 at 6%.
201032$1,758,046$148,000$74,000iApproximate average salary by contribution assumption: employee only about $1,850,000 at 4% or $1,233,333 at 6%; with 50% employer match about $1,233,333 at 4% or $822,222 at 6%; with 100% employer match about $925,000 at 4% or $616,667 at 6%.
Lippert & Associates Defined Benefit Pension Plan-2$1,002,671$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Lippert & Associates Money Purchase Pension Plan-2$613,040$0-
Lippert & Associates 401(K) Profit Sharing Plan-2$142,335$48,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
200932$1,551,345$178,275$89,138iApproximate average salary by contribution assumption: employee only about $2,228,438 at 4% or $1,485,625 at 6%; with 50% employer match about $1,485,625 at 4% or $990,417 at 6%; with 100% employer match about $1,114,219 at 4% or $742,813 at 6%.
Lippert & Associates Defined Benefit Pension Plan-2$872,170$130,379$65,190iApproximate average salary by contribution assumption: employee only about $1,629,738 at 4% or $1,086,492 at 6%; with 50% employer match about $1,086,492 at 4% or $724,328 at 6%; with 100% employer match about $814,869 at 4% or $543,246 at 6%.
Lippert & Associates Money Purchase Pension Plan-2$591,270$0-
Lippert & Associates 401(K) Profit Sharing Plan-2$87,905$47,896$23,948iApproximate average salary by contribution assumption: employee only about $598,700 at 4% or $399,133 at 6%; with 50% employer match about $399,133 at 4% or $266,089 at 6%; with 100% employer match about $299,350 at 4% or $199,567 at 6%.
200832$1,294,165$162,905$81,453iApproximate average salary by contribution assumption: employee only about $2,036,313 at 4% or $1,357,542 at 6%; with 50% employer match about $1,357,542 at 4% or $905,028 at 6%; with 100% employer match about $1,018,156 at 4% or $678,771 at 6%.
Lippert & Associates Defined Benefit Pension Plan-2$718,444$123,163$61,582iApproximate average salary by contribution assumption: employee only about $1,539,538 at 4% or $1,026,358 at 6%; with 50% employer match about $1,026,358 at 4% or $684,239 at 6%; with 100% employer match about $769,769 at 4% or $513,179 at 6%.
Lippert & Associates Money Purchase Pension Plan-2$535,979--
Lippert & Associates 401(K) Profit Sharing Plan-2$39,742$39,742$19,871iApproximate average salary by contribution assumption: employee only about $496,775 at 4% or $331,183 at 6%; with 50% employer match about $331,183 at 4% or $220,789 at 6%; with 100% employer match about $248,388 at 4% or $165,592 at 6%.
200722$0$0-
Lippert & Associates Money Purchase Pension Plan-2---
Lippert & Associates Defined Benefit Pension Plan-2---
200622$1,006,041$458,779$229,390iApproximate average salary by contribution assumption: employee only about $5,734,738 at 4% or $3,823,158 at 6%; with 50% employer match about $3,823,158 at 4% or $2,548,772 at 6%; with 100% employer match about $2,867,369 at 4% or $1,911,579 at 6%.
Lippert & Associates Money Purchase Pension Plan-2$557,578$340,047$170,024iApproximate average salary by contribution assumption: employee only about $4,250,588 at 4% or $2,833,725 at 6%; with 50% employer match about $2,833,725 at 4% or $1,889,150 at 6%; with 100% employer match about $2,125,294 at 4% or $1,416,863 at 6%.
Lippert & Associates Defined Benefit Pension Plan-2$448,463$118,732$59,366iApproximate average salary by contribution assumption: employee only about $1,484,150 at 4% or $989,433 at 6%; with 50% employer match about $989,433 at 4% or $659,622 at 6%; with 100% employer match about $742,075 at 4% or $494,717 at 6%.
200522$518,305$153,211$76,606iApproximate average salary by contribution assumption: employee only about $1,915,138 at 4% or $1,276,758 at 6%; with 50% employer match about $1,276,758 at 4% or $851,172 at 6%; with 100% employer match about $957,569 at 4% or $638,379 at 6%.
Lippert & Associates Defined Benefit Pension Plan-2$315,496$115,454$57,727iApproximate average salary by contribution assumption: employee only about $1,443,175 at 4% or $962,117 at 6%; with 50% employer match about $962,117 at 4% or $641,411 at 6%; with 100% employer match about $721,588 at 4% or $481,058 at 6%.
Lippert & Associates Money Purchase Pension Plan-2$202,809$37,757$18,879iApproximate average salary by contribution assumption: employee only about $471,963 at 4% or $314,642 at 6%; with 50% employer match about $314,642 at 4% or $209,761 at 6%; with 100% employer match about $235,981 at 4% or $157,321 at 6%.
200422$357,597$99,972$49,986iApproximate average salary by contribution assumption: employee only about $1,249,650 at 4% or $833,100 at 6%; with 50% employer match about $833,100 at 4% or $555,400 at 6%; with 100% employer match about $624,825 at 4% or $416,550 at 6%.
Lippert & Associates Defined Benefit Pension Plan-2$194,970$99,972$49,986iApproximate average salary by contribution assumption: employee only about $1,249,650 at 4% or $833,100 at 6%; with 50% employer match about $833,100 at 4% or $555,400 at 6%; with 100% employer match about $624,825 at 4% or $416,550 at 6%.
Lippert & Associates Money Purchase Pension Plan-2$162,627--
200322$251,914$97,301$48,651iApproximate average salary by contribution assumption: employee only about $1,216,263 at 4% or $810,842 at 6%; with 50% employer match about $810,842 at 4% or $540,561 at 6%; with 100% employer match about $608,131 at 4% or $405,421 at 6%.
Lippert & Associates Money Purchase Pension Plan-2$154,613--
Lippert & Associates Defined Benefit Pension Plan-2$97,301$97,301$48,651iApproximate average salary by contribution assumption: employee only about $1,216,263 at 4% or $810,842 at 6%; with 50% employer match about $810,842 at 4% or $540,561 at 6%; with 100% employer match about $608,131 at 4% or $405,421 at 6%.
200212$127,394$49,797$24,899iApproximate average salary by contribution assumption: employee only about $622,463 at 4% or $414,975 at 6%; with 50% employer match about $414,975 at 4% or $276,650 at 6%; with 100% employer match about $311,231 at 4% or $207,488 at 6%.
Lippert & Associates Money Purchase Pension Plan-2$127,394$49,797$24,899iApproximate average salary by contribution assumption: employee only about $622,463 at 4% or $414,975 at 6%; with 50% employer match about $414,975 at 4% or $276,650 at 6%; with 100% employer match about $311,231 at 4% or $207,488 at 6%.
200112$81,827$41,350$20,675iApproximate average salary by contribution assumption: employee only about $516,875 at 4% or $344,583 at 6%; with 50% employer match about $344,583 at 4% or $229,722 at 6%; with 100% employer match about $258,438 at 4% or $172,292 at 6%.
Lippert & Associates Money Purchase Pension Plan-2$81,827$41,350$20,675iApproximate average salary by contribution assumption: employee only about $516,875 at 4% or $344,583 at 6%; with 50% employer match about $344,583 at 4% or $229,722 at 6%; with 100% employer match about $258,438 at 4% or $172,292 at 6%.