Civic Intelligence

Lombardi, Clairmont & Keegan

Plan context: Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust

EIN 04-2511474 • 22 filings • 9 plans

Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$5,388,072

2024 Contributions

$175,335

Historical Graphs

Total Assets Over Time

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

$5,388,072$2,694,036$0200020122024YearValue
$5,388,072Latest year 2024

Participants Over Time

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

1050200020102024YearValue
6Latest 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
202416$5,388,072$175,335$29,223iApproximate average salary by contribution assumption: employee only about $730,563 at 4% or $487,042 at 6%; with 50% employer match about $487,042 at 4% or $324,694 at 6%; with 100% employer match about $365,281 at 4% or $243,521 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-6$5,388,072$175,335$29,223iApproximate average salary by contribution assumption: employee only about $730,563 at 4% or $487,042 at 6%; with 50% employer match about $487,042 at 4% or $324,694 at 6%; with 100% employer match about $365,281 at 4% or $243,521 at 6%.
202317$4,526,529$198,455$28,351iApproximate average salary by contribution assumption: employee only about $708,768 at 4% or $472,512 at 6%; with 50% employer match about $472,512 at 4% or $315,008 at 6%; with 100% employer match about $354,384 at 4% or $236,256 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-7$4,526,529$198,455$28,351iApproximate average salary by contribution assumption: employee only about $708,768 at 4% or $472,512 at 6%; with 50% employer match about $472,512 at 4% or $315,008 at 6%; with 100% employer match about $354,384 at 4% or $236,256 at 6%.
201916$2,944,303$132,951$22,159iApproximate average salary by contribution assumption: employee only about $553,963 at 4% or $369,308 at 6%; with 50% employer match about $369,308 at 4% or $246,206 at 6%; with 100% employer match about $276,981 at 4% or $184,654 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-6$2,944,303$132,951$22,159iApproximate average salary by contribution assumption: employee only about $553,963 at 4% or $369,308 at 6%; with 50% employer match about $369,308 at 4% or $246,206 at 6%; with 100% employer match about $276,981 at 4% or $184,654 at 6%.
201817$2,597,830$122,757$17,537iApproximate average salary by contribution assumption: employee only about $438,418 at 4% or $292,279 at 6%; with 50% employer match about $292,279 at 4% or $194,852 at 6%; with 100% employer match about $219,209 at 4% or $146,139 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-7$2,597,830$122,757$17,537iApproximate average salary by contribution assumption: employee only about $438,418 at 4% or $292,279 at 6%; with 50% employer match about $292,279 at 4% or $194,852 at 6%; with 100% employer match about $219,209 at 4% or $146,139 at 6%.
201718$2,733,792$113,597$14,200iApproximate average salary by contribution assumption: employee only about $354,991 at 4% or $236,660 at 6%; with 50% employer match about $236,660 at 4% or $157,774 at 6%; with 100% employer match about $177,495 at 4% or $118,330 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-8$2,733,792$113,597$14,200iApproximate average salary by contribution assumption: employee only about $354,991 at 4% or $236,660 at 6%; with 50% employer match about $236,660 at 4% or $157,774 at 6%; with 100% employer match about $177,495 at 4% or $118,330 at 6%.
201617$2,528,431$122,555$17,508iApproximate average salary by contribution assumption: employee only about $437,696 at 4% or $291,798 at 6%; with 50% employer match about $291,798 at 4% or $194,532 at 6%; with 100% employer match about $218,848 at 4% or $145,899 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-7$2,528,431$122,555$17,508iApproximate average salary by contribution assumption: employee only about $437,696 at 4% or $291,798 at 6%; with 50% employer match about $291,798 at 4% or $194,532 at 6%; with 100% employer match about $218,848 at 4% or $145,899 at 6%.
201517$2,241,918$116,434$16,633iApproximate average salary by contribution assumption: employee only about $415,836 at 4% or $277,224 at 6%; with 50% employer match about $277,224 at 4% or $184,816 at 6%; with 100% employer match about $207,918 at 4% or $138,612 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-7$2,241,918$116,434$16,633iApproximate average salary by contribution assumption: employee only about $415,836 at 4% or $277,224 at 6%; with 50% employer match about $277,224 at 4% or $184,816 at 6%; with 100% employer match about $207,918 at 4% or $138,612 at 6%.
201318$1,999,455$118,196$14,775iApproximate average salary by contribution assumption: employee only about $369,363 at 4% or $246,242 at 6%; with 50% employer match about $246,242 at 4% or $164,161 at 6%; with 100% employer match about $184,681 at 4% or $123,121 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-8$1,999,455$118,196$14,775iApproximate average salary by contribution assumption: employee only about $369,363 at 4% or $246,242 at 6%; with 50% employer match about $246,242 at 4% or $164,161 at 6%; with 100% employer match about $184,681 at 4% or $123,121 at 6%.
201217$1,575,469$106,054$15,151iApproximate average salary by contribution assumption: employee only about $378,764 at 4% or $252,510 at 6%; with 50% employer match about $252,510 at 4% or $168,340 at 6%; with 100% employer match about $189,382 at 4% or $126,255 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-7$1,575,469$106,054$15,151iApproximate average salary by contribution assumption: employee only about $378,764 at 4% or $252,510 at 6%; with 50% employer match about $252,510 at 4% or $168,340 at 6%; with 100% employer match about $189,382 at 4% or $126,255 at 6%.
201118$1,343,733$101,053$12,632iApproximate average salary by contribution assumption: employee only about $315,791 at 4% or $210,527 at 6%; with 50% employer match about $210,527 at 4% or $140,351 at 6%; with 100% employer match about $157,895 at 4% or $105,264 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-8$1,343,733$101,053$12,632iApproximate average salary by contribution assumption: employee only about $315,791 at 4% or $210,527 at 6%; with 50% employer match about $210,527 at 4% or $140,351 at 6%; with 100% employer match about $157,895 at 4% or $105,264 at 6%.
201019$1,420,294$94,202$10,467iApproximate average salary by contribution assumption: employee only about $261,672 at 4% or $174,448 at 6%; with 50% employer match about $174,448 at 4% or $116,299 at 6%; with 100% employer match about $130,836 at 4% or $87,224 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-9$1,420,294$94,202$10,467iApproximate average salary by contribution assumption: employee only about $261,672 at 4% or $174,448 at 6%; with 50% employer match about $174,448 at 4% or $116,299 at 6%; with 100% employer match about $130,836 at 4% or $87,224 at 6%.
200918$1,172,407$88,895$11,112iApproximate average salary by contribution assumption: employee only about $277,797 at 4% or $185,198 at 6%; with 50% employer match about $185,198 at 4% or $123,465 at 6%; with 100% employer match about $138,898 at 4% or $92,599 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-8$1,172,407$88,895$11,112iApproximate average salary by contribution assumption: employee only about $277,797 at 4% or $185,198 at 6%; with 50% employer match about $185,198 at 4% or $123,465 at 6%; with 100% employer match about $138,898 at 4% or $92,599 at 6%.
200819$0$0-
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-9---
2007110$0$0-
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-10---
200619$1,014,265$91,680$10,187iApproximate average salary by contribution assumption: employee only about $254,667 at 4% or $169,778 at 6%; with 50% employer match about $169,778 at 4% or $113,185 at 6%; with 100% employer match about $127,333 at 4% or $84,889 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-9$1,014,265$91,680$10,187iApproximate average salary by contribution assumption: employee only about $254,667 at 4% or $169,778 at 6%; with 50% employer match about $169,778 at 4% or $113,185 at 6%; with 100% employer match about $127,333 at 4% or $84,889 at 6%.
2005110$831,748$94,746$9,475iApproximate average salary by contribution assumption: employee only about $236,865 at 4% or $157,910 at 6%; with 50% employer match about $157,910 at 4% or $105,273 at 6%; with 100% employer match about $118,433 at 4% or $78,955 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-10$831,748$94,746$9,475iApproximate average salary by contribution assumption: employee only about $236,865 at 4% or $157,910 at 6%; with 50% employer match about $157,910 at 4% or $105,273 at 6%; with 100% employer match about $118,433 at 4% or $78,955 at 6%.
2004110$724,404$87,091$8,709iApproximate average salary by contribution assumption: employee only about $217,728 at 4% or $145,152 at 6%; with 50% employer match about $145,152 at 4% or $96,768 at 6%; with 100% employer match about $108,864 at 4% or $72,576 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-10$724,404$87,091$8,709iApproximate average salary by contribution assumption: employee only about $217,728 at 4% or $145,152 at 6%; with 50% employer match about $145,152 at 4% or $96,768 at 6%; with 100% employer match about $108,864 at 4% or $72,576 at 6%.
200319$595,617$79,551$8,839iApproximate average salary by contribution assumption: employee only about $220,975 at 4% or $147,317 at 6%; with 50% employer match about $147,317 at 4% or $98,211 at 6%; with 100% employer match about $110,488 at 4% or $73,658 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-9$595,617$79,551$8,839iApproximate average salary by contribution assumption: employee only about $220,975 at 4% or $147,317 at 6%; with 50% employer match about $147,317 at 4% or $98,211 at 6%; with 100% employer match about $110,488 at 4% or $73,658 at 6%.
2002110$434,104$76,191$7,619iApproximate average salary by contribution assumption: employee only about $190,478 at 4% or $126,985 at 6%; with 50% employer match about $126,985 at 4% or $84,657 at 6%; with 100% employer match about $95,239 at 4% or $63,493 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-10$434,104$76,191$7,619iApproximate average salary by contribution assumption: employee only about $190,478 at 4% or $126,985 at 6%; with 50% employer match about $126,985 at 4% or $84,657 at 6%; with 100% employer match about $95,239 at 4% or $63,493 at 6%.
200129$0$0-
RILEY, HADDAD AND LOMBARDI FLEXIBLE BENEFITS PLAN-0---
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-9---
200018$618,345$52,616$6,577iApproximate average salary by contribution assumption: employee only about $164,425 at 4% or $109,617 at 6%; with 50% employer match about $109,617 at 4% or $73,078 at 6%; with 100% employer match about $82,213 at 4% or $54,808 at 6%.
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust-8$618,345$52,616$6,577iApproximate average salary by contribution assumption: employee only about $164,425 at 4% or $109,617 at 6%; with 50% employer match about $109,617 at 4% or $73,078 at 6%; with 100% employer match about $82,213 at 4% or $54,808 at 6%.