Civic Intelligence

Richard Lundgren Inc.

Plan context: Richard Lundgren Inc. 401K Plan

EIN 04-2324062 • Auburn, MA • 26 filings • 2 plans

163 Washington StreetAuburn, MA 01501
Current Snapshot

Latest Year

2024

2024 Participants

267

2024 Assets

$10,083,066

2024 Contributions

$859,280

Historical Graphs

Total Assets Over Time

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

$10,083,066$5,041,533$0199920142024YearValue
$10,083,066Latest year 2024

Participants Over Time

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

2681340199920122024YearValue
267Latest 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
20241267$10,083,066$859,280$3,218iApproximate average salary by contribution assumption: employee only about $80,457 at 4% or $53,638 at 6%; with 50% employer match about $53,638 at 4% or $35,759 at 6%; with 100% employer match about $40,228 at 4% or $26,819 at 6%.
Richard Lundgren Inc. 401K Plan-267$10,083,066$859,280$3,218iApproximate average salary by contribution assumption: employee only about $80,457 at 4% or $53,638 at 6%; with 50% employer match about $53,638 at 4% or $35,759 at 6%; with 100% employer match about $40,228 at 4% or $26,819 at 6%.
20231268$8,159,737$771,495$2,879iApproximate average salary by contribution assumption: employee only about $71,968 at 4% or $47,979 at 6%; with 50% employer match about $47,979 at 4% or $31,986 at 6%; with 100% employer match about $35,984 at 4% or $23,989 at 6%.
Richard Lundgren Inc. 401K Plan-268$8,159,737$771,495$2,879iApproximate average salary by contribution assumption: employee only about $71,968 at 4% or $47,979 at 6%; with 50% employer match about $47,979 at 4% or $31,986 at 6%; with 100% employer match about $35,984 at 4% or $23,989 at 6%.
20221251$6,361,596$745,088$2,968iApproximate average salary by contribution assumption: employee only about $74,212 at 4% or $49,475 at 6%; with 50% employer match about $49,475 at 4% or $32,983 at 6%; with 100% employer match about $37,106 at 4% or $24,737 at 6%.
Richard Lundgren Inc. 401K Plan-251$6,361,596$745,088$2,968iApproximate average salary by contribution assumption: employee only about $74,212 at 4% or $49,475 at 6%; with 50% employer match about $49,475 at 4% or $32,983 at 6%; with 100% employer match about $37,106 at 4% or $24,737 at 6%.
20211241$7,170,786$625,485$2,595iApproximate average salary by contribution assumption: employee only about $64,884 at 4% or $43,256 at 6%; with 50% employer match about $43,256 at 4% or $28,837 at 6%; with 100% employer match about $32,442 at 4% or $21,628 at 6%.
Richard Lundgren Inc. 401K Plan-241$7,170,786$625,485$2,595iApproximate average salary by contribution assumption: employee only about $64,884 at 4% or $43,256 at 6%; with 50% employer match about $43,256 at 4% or $28,837 at 6%; with 100% employer match about $32,442 at 4% or $21,628 at 6%.
20201186$5,810,612$391,970$2,107iApproximate average salary by contribution assumption: employee only about $52,684 at 4% or $35,123 at 6%; with 50% employer match about $35,123 at 4% or $23,415 at 6%; with 100% employer match about $26,342 at 4% or $17,561 at 6%.
Richard Lundgren Inc. 401K Plan-186$5,810,612$391,970$2,107iApproximate average salary by contribution assumption: employee only about $52,684 at 4% or $35,123 at 6%; with 50% employer match about $35,123 at 4% or $23,415 at 6%; with 100% employer match about $26,342 at 4% or $17,561 at 6%.
20191217$4,721,706$378,737$1,745iApproximate average salary by contribution assumption: employee only about $43,633 at 4% or $29,089 at 6%; with 50% employer match about $29,089 at 4% or $19,393 at 6%; with 100% employer match about $21,817 at 4% or $14,544 at 6%.
Richard Lundgren Inc. 401K Plan-217$4,721,706$378,737$1,745iApproximate average salary by contribution assumption: employee only about $43,633 at 4% or $29,089 at 6%; with 50% employer match about $29,089 at 4% or $19,393 at 6%; with 100% employer match about $21,817 at 4% or $14,544 at 6%.
20181188$3,572,218$341,180$1,815iApproximate average salary by contribution assumption: employee only about $45,370 at 4% or $30,246 at 6%; with 50% employer match about $30,246 at 4% or $20,164 at 6%; with 100% employer match about $22,685 at 4% or $15,123 at 6%.
Richard Lundgren Inc. 401K Plan-188$3,572,218$341,180$1,815iApproximate average salary by contribution assumption: employee only about $45,370 at 4% or $30,246 at 6%; with 50% employer match about $30,246 at 4% or $20,164 at 6%; with 100% employer match about $22,685 at 4% or $15,123 at 6%.
20171136$3,463,766$312,146$2,295iApproximate average salary by contribution assumption: employee only about $57,380 at 4% or $38,253 at 6%; with 50% employer match about $38,253 at 4% or $25,502 at 6%; with 100% employer match about $28,690 at 4% or $19,127 at 6%.
Richard Lundgren Inc. 401K Plan-136$3,463,766$312,146$2,295iApproximate average salary by contribution assumption: employee only about $57,380 at 4% or $38,253 at 6%; with 50% employer match about $38,253 at 4% or $25,502 at 6%; with 100% employer match about $28,690 at 4% or $19,127 at 6%.
20161101$2,992,723$206,659$2,046iApproximate average salary by contribution assumption: employee only about $51,153 at 4% or $34,102 at 6%; with 50% employer match about $34,102 at 4% or $22,735 at 6%; with 100% employer match about $25,577 at 4% or $17,051 at 6%.
Richard Lundgren Inc. 401K Plan-101$2,992,723$206,659$2,046iApproximate average salary by contribution assumption: employee only about $51,153 at 4% or $34,102 at 6%; with 50% employer match about $34,102 at 4% or $22,735 at 6%; with 100% employer match about $25,577 at 4% or $17,051 at 6%.
2015180$2,598,880$183,894$2,299iApproximate average salary by contribution assumption: employee only about $57,467 at 4% or $38,311 at 6%; with 50% employer match about $38,311 at 4% or $25,541 at 6%; with 100% employer match about $28,733 at 4% or $19,156 at 6%.
Richard Lundgren Inc. 401K Plan-80$2,598,880$183,894$2,299iApproximate average salary by contribution assumption: employee only about $57,467 at 4% or $38,311 at 6%; with 50% employer match about $38,311 at 4% or $25,541 at 6%; with 100% employer match about $28,733 at 4% or $19,156 at 6%.
2014162$2,602,662$97,309$1,570iApproximate average salary by contribution assumption: employee only about $39,238 at 4% or $26,158 at 6%; with 50% employer match about $26,158 at 4% or $17,439 at 6%; with 100% employer match about $19,619 at 4% or $13,079 at 6%.
Richard Lundgren Inc. 401K Plan-62$2,602,662$97,309$1,570iApproximate average salary by contribution assumption: employee only about $39,238 at 4% or $26,158 at 6%; with 50% employer match about $26,158 at 4% or $17,439 at 6%; with 100% employer match about $19,619 at 4% or $13,079 at 6%.
2013171$2,570,890$128,039$1,803iApproximate average salary by contribution assumption: employee only about $45,084 at 4% or $30,056 at 6%; with 50% employer match about $30,056 at 4% or $20,037 at 6%; with 100% employer match about $22,542 at 4% or $15,028 at 6%.
Richard Lundgren Inc. 401K Plan-71$2,570,890$128,039$1,803iApproximate average salary by contribution assumption: employee only about $45,084 at 4% or $30,056 at 6%; with 50% employer match about $30,056 at 4% or $20,037 at 6%; with 100% employer match about $22,542 at 4% or $15,028 at 6%.
2012183$2,122,386$235,937$2,843iApproximate average salary by contribution assumption: employee only about $71,065 at 4% or $47,377 at 6%; with 50% employer match about $47,377 at 4% or $31,585 at 6%; with 100% employer match about $35,533 at 4% or $23,688 at 6%.
Richard Lundgren Inc. 401K Plan-83$2,122,386$235,937$2,843iApproximate average salary by contribution assumption: employee only about $71,065 at 4% or $47,377 at 6%; with 50% employer match about $47,377 at 4% or $31,585 at 6%; with 100% employer match about $35,533 at 4% or $23,688 at 6%.
2011183$1,939,508$141,698$1,707iApproximate average salary by contribution assumption: employee only about $42,680 at 4% or $28,453 at 6%; with 50% employer match about $28,453 at 4% or $18,969 at 6%; with 100% employer match about $21,340 at 4% or $14,227 at 6%.
Richard Lundgren Inc. 401K Plan-83$1,939,508$141,698$1,707iApproximate average salary by contribution assumption: employee only about $42,680 at 4% or $28,453 at 6%; with 50% employer match about $28,453 at 4% or $18,969 at 6%; with 100% employer match about $21,340 at 4% or $14,227 at 6%.
2010188$1,977,214$144,236$1,639iApproximate average salary by contribution assumption: employee only about $40,976 at 4% or $27,317 at 6%; with 50% employer match about $27,317 at 4% or $18,212 at 6%; with 100% employer match about $20,488 at 4% or $13,659 at 6%.
Richard Lundgren Inc. 401K Plan-88$1,977,214$144,236$1,639iApproximate average salary by contribution assumption: employee only about $40,976 at 4% or $27,317 at 6%; with 50% employer match about $27,317 at 4% or $18,212 at 6%; with 100% employer match about $20,488 at 4% or $13,659 at 6%.
2009187$1,803,534$137,510$1,581iApproximate average salary by contribution assumption: employee only about $39,514 at 4% or $26,343 at 6%; with 50% employer match about $26,343 at 4% or $17,562 at 6%; with 100% employer match about $19,757 at 4% or $13,171 at 6%.
Richard Lundgren Inc. 401K Plan-87$1,803,534$137,510$1,581iApproximate average salary by contribution assumption: employee only about $39,514 at 4% or $26,343 at 6%; with 50% employer match about $26,343 at 4% or $17,562 at 6%; with 100% employer match about $19,757 at 4% or $13,171 at 6%.
2008180$1,393,240$154,396$1,930iApproximate average salary by contribution assumption: employee only about $48,249 at 4% or $32,166 at 6%; with 50% employer match about $32,166 at 4% or $21,444 at 6%; with 100% employer match about $24,124 at 4% or $16,083 at 6%.
Richard Lundgren Inc. 401K Plan-80$1,393,240$154,396$1,930iApproximate average salary by contribution assumption: employee only about $48,249 at 4% or $32,166 at 6%; with 50% employer match about $32,166 at 4% or $21,444 at 6%; with 100% employer match about $24,124 at 4% or $16,083 at 6%.
2007175$0$0-
Richard Lundgren Inc. 401K Plan-75---
2006175$1,618,776$165,824$2,211iApproximate average salary by contribution assumption: employee only about $55,275 at 4% or $36,850 at 6%; with 50% employer match about $36,850 at 4% or $24,567 at 6%; with 100% employer match about $27,637 at 4% or $18,425 at 6%.
Richard Lundgren Inc. 401K Plan-75$1,618,776$165,824$2,211iApproximate average salary by contribution assumption: employee only about $55,275 at 4% or $36,850 at 6%; with 50% employer match about $36,850 at 4% or $24,567 at 6%; with 100% employer match about $27,637 at 4% or $18,425 at 6%.
2005173$1,294,757$152,901$2,095iApproximate average salary by contribution assumption: employee only about $52,363 at 4% or $34,909 at 6%; with 50% employer match about $34,909 at 4% or $23,273 at 6%; with 100% employer match about $26,182 at 4% or $17,454 at 6%.
Richard Lundgren Inc. 401K Plan-73$1,294,757$152,901$2,095iApproximate average salary by contribution assumption: employee only about $52,363 at 4% or $34,909 at 6%; with 50% employer match about $34,909 at 4% or $23,273 at 6%; with 100% employer match about $26,182 at 4% or $17,454 at 6%.
2004186$1,089,094$190,418$2,214iApproximate average salary by contribution assumption: employee only about $55,354 at 4% or $36,903 at 6%; with 50% employer match about $36,903 at 4% or $24,602 at 6%; with 100% employer match about $27,677 at 4% or $18,451 at 6%.
Richard Lundgren Inc. 401K Plan-86$1,089,094$190,418$2,214iApproximate average salary by contribution assumption: employee only about $55,354 at 4% or $36,903 at 6%; with 50% employer match about $36,903 at 4% or $24,602 at 6%; with 100% employer match about $27,677 at 4% or $18,451 at 6%.
2003188$894,466$174,869$1,987iApproximate average salary by contribution assumption: employee only about $49,679 at 4% or $33,119 at 6%; with 50% employer match about $33,119 at 4% or $22,079 at 6%; with 100% employer match about $24,839 at 4% or $16,560 at 6%.
Richard Lundgren Inc. 401K Plan-88$894,466$174,869$1,987iApproximate average salary by contribution assumption: employee only about $49,679 at 4% or $33,119 at 6%; with 50% employer match about $33,119 at 4% or $22,079 at 6%; with 100% employer match about $24,839 at 4% or $16,560 at 6%.
20021100$0$0-
Richard Lundgren Inc. 401K Plan-100---
20011123$0$0-
Richard Lundgren Inc. 401K Plan-123---
2000164$0$0-
Richard Lundgren Inc. 401K Plan-64---
1999155$561,008$66,463$1,208iApproximate average salary by contribution assumption: employee only about $30,210 at 4% or $20,140 at 6%; with 50% employer match about $20,140 at 4% or $13,427 at 6%; with 100% employer match about $15,105 at 4% or $10,070 at 6%.
Richard Lundgren Inc. 401K Plan-55$561,008$66,463$1,208iApproximate average salary by contribution assumption: employee only about $30,210 at 4% or $20,140 at 6%; with 50% employer match about $20,140 at 4% or $13,427 at 6%; with 100% employer match about $15,105 at 4% or $10,070 at 6%.
Richard Lundgren Inc. | EIN 04-2324062 | 2024 Form 5500 Company Profile