Civic Intelligence

Lombardo Associates Inc.

Plan context: Lombardo Associates Inc. Defined Benefit Plan

EIN 04-3410990 • Newton, MA • 11 filings • 5 plans

188 Church StreetNewton, MA 02458
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$537,285

2024 Contributions

$179,725

Historical Graphs

Total Assets Over Time

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

$537,285$268,643$0200520082024YearValue
$537,285Latest year 2024

Participants Over Time

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

840200520082024YearValue
2Latest 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
202422$537,285$179,725$89,863iApproximate average salary by contribution assumption: employee only about $2,246,563 at 4% or $1,497,708 at 6%; with 50% employer match about $1,497,708 at 4% or $998,472 at 6%; with 100% employer match about $1,123,281 at 4% or $748,854 at 6%.
Lombardo Associates Inc. Defined Benefit Plan-2$369,204$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%.
Lombardo Associates Inc. Profit Sharing Plan-2$168,081$79,725$39,863iApproximate average salary by contribution assumption: employee only about $996,563 at 4% or $664,375 at 6%; with 50% employer match about $664,375 at 4% or $442,917 at 6%; with 100% employer match about $498,281 at 4% or $332,188 at 6%.
202332$351,472$352,597$176,299iApproximate average salary by contribution assumption: employee only about $4,407,463 at 4% or $2,938,308 at 6%; with 50% employer match about $2,938,308 at 4% or $1,958,872 at 6%; with 100% employer match about $2,203,731 at 4% or $1,469,154 at 6%.
Lombardo Associates Inc. Defined Benefit Plan-2$272,247$272,247$136,124iApproximate average salary by contribution assumption: employee only about $3,403,088 at 4% or $2,268,725 at 6%; with 50% employer match about $2,268,725 at 4% or $1,512,483 at 6%; with 100% employer match about $1,701,544 at 4% or $1,134,363 at 6%.
Lombardo Associates Inc. Profit Sharing Plan-2$79,225$79,225$39,613iApproximate average salary by contribution assumption: employee only about $990,313 at 4% or $660,208 at 6%; with 50% employer match about $660,208 at 4% or $440,139 at 6%; with 100% employer match about $495,156 at 4% or $330,104 at 6%.
Lombardo Associates Inc. Defined Benefit Plan-0$0$1,125-
201010$0$570-
Lombardo Associates Inc. Defined Benefit Plan-0$0$570-
200913$151,098$42,337$14,112iApproximate average salary by contribution assumption: employee only about $352,808 at 4% or $235,206 at 6%; with 50% employer match about $235,206 at 4% or $156,804 at 6%; with 100% employer match about $176,404 at 4% or $117,603 at 6%.
Lombardo Associates Inc. Defined Benefit Plan-3$151,098$42,337$14,112iApproximate average salary by contribution assumption: employee only about $352,808 at 4% or $235,206 at 6%; with 50% employer match about $235,206 at 4% or $156,804 at 6%; with 100% employer match about $176,404 at 4% or $117,603 at 6%.
200815$179,703$28,836$5,767iApproximate average salary by contribution assumption: employee only about $144,180 at 4% or $96,120 at 6%; with 50% employer match about $96,120 at 4% or $64,080 at 6%; with 100% employer match about $72,090 at 4% or $48,060 at 6%.
Lombardo Associates Inc. Defined Benefit Plan-5$179,703$28,836$5,767iApproximate average salary by contribution assumption: employee only about $144,180 at 4% or $96,120 at 6%; with 50% employer match about $96,120 at 4% or $64,080 at 6%; with 100% employer match about $72,090 at 4% or $48,060 at 6%.
200714$160,407$36,297$9,074iApproximate average salary by contribution assumption: employee only about $226,856 at 4% or $151,238 at 6%; with 50% employer match about $151,238 at 4% or $100,825 at 6%; with 100% employer match about $113,428 at 4% or $75,619 at 6%.
Lombardo Associates Inc. Defined Benefit Plan-4$160,407$36,297$9,074iApproximate average salary by contribution assumption: employee only about $226,856 at 4% or $151,238 at 6%; with 50% employer match about $151,238 at 4% or $100,825 at 6%; with 100% employer match about $113,428 at 4% or $75,619 at 6%.
200613$132,830$49,518$16,506iApproximate average salary by contribution assumption: employee only about $412,650 at 4% or $275,100 at 6%; with 50% employer match about $275,100 at 4% or $183,400 at 6%; with 100% employer match about $206,325 at 4% or $137,550 at 6%.
Lombardo Associates Inc. Defined Benefit Plan-3$132,830$49,518$16,506iApproximate average salary by contribution assumption: employee only about $412,650 at 4% or $275,100 at 6%; with 50% employer match about $275,100 at 4% or $183,400 at 6%; with 100% employer match about $206,325 at 4% or $137,550 at 6%.
200518$88,618$87,127$10,891iApproximate average salary by contribution assumption: employee only about $272,272 at 4% or $181,515 at 6%; with 50% employer match about $181,515 at 4% or $121,010 at 6%; with 100% employer match about $136,136 at 4% or $90,757 at 6%.
Lombardo Associates Inc. Defined Benefit Plan-8$88,618$87,127$10,891iApproximate average salary by contribution assumption: employee only about $272,272 at 4% or $181,515 at 6%; with 50% employer match about $181,515 at 4% or $121,010 at 6%; with 100% employer match about $136,136 at 4% or $90,757 at 6%.