Civic Intelligence

J.M. Lummis & Company Inc.

Plan context: J.M. Lummis 401(K) Plan

EIN 06-0909285 • New Canaan, CT • 26 filings • 3 plans

50 Locust AvenueNew Canaan, CT 06840
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$11,478,243

2024 Contributions

$115,200

Historical Graphs

Total Assets Over Time

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

$11,499,520$5,749,760$0199920122024YearValue
$11,478,243Latest year 2024

Participants Over Time

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

21110199920122024YearValue
10Latest 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
2024110$11,478,243$115,200$11,520iApproximate average salary by contribution assumption: employee only about $288,000 at 4% or $192,000 at 6%; with 50% employer match about $192,000 at 4% or $128,000 at 6%; with 100% employer match about $144,000 at 4% or $96,000 at 6%.
J.M. Lummis 401(K) Plan-10$11,478,243$115,200$11,520iApproximate average salary by contribution assumption: employee only about $288,000 at 4% or $192,000 at 6%; with 50% employer match about $192,000 at 4% or $128,000 at 6%; with 100% employer match about $144,000 at 4% or $96,000 at 6%.
2023110$9,980,672$89,000$8,900iApproximate average salary by contribution assumption: employee only about $222,500 at 4% or $148,333 at 6%; with 50% employer match about $148,333 at 4% or $98,889 at 6%; with 100% employer match about $111,250 at 4% or $74,167 at 6%.
J.M. Lummis 401(K) Plan-10$9,980,672$89,000$8,900iApproximate average salary by contribution assumption: employee only about $222,500 at 4% or $148,333 at 6%; with 50% employer match about $148,333 at 4% or $98,889 at 6%; with 100% employer match about $111,250 at 4% or $74,167 at 6%.
2022110$8,496,409$66,850$6,685iApproximate average salary by contribution assumption: employee only about $167,125 at 4% or $111,417 at 6%; with 50% employer match about $111,417 at 4% or $74,278 at 6%; with 100% employer match about $83,563 at 4% or $55,708 at 6%.
J.M. Lummis 401(K) Plan-10$8,496,409$66,850$6,685iApproximate average salary by contribution assumption: employee only about $167,125 at 4% or $111,417 at 6%; with 50% employer match about $111,417 at 4% or $74,278 at 6%; with 100% employer match about $83,563 at 4% or $55,708 at 6%.
202119$10,413,953$190,546$21,172iApproximate average salary by contribution assumption: employee only about $529,294 at 4% or $352,863 at 6%; with 50% employer match about $352,863 at 4% or $235,242 at 6%; with 100% employer match about $264,647 at 4% or $176,431 at 6%.
J.M. Lummis 401(K) Plan-9$10,413,953$190,546$21,172iApproximate average salary by contribution assumption: employee only about $529,294 at 4% or $352,863 at 6%; with 50% employer match about $352,863 at 4% or $235,242 at 6%; with 100% employer match about $264,647 at 4% or $176,431 at 6%.
2020110$10,889,305$64,020$6,402iApproximate average salary by contribution assumption: employee only about $160,050 at 4% or $106,700 at 6%; with 50% employer match about $106,700 at 4% or $71,133 at 6%; with 100% employer match about $80,025 at 4% or $53,350 at 6%.
J.M. Lummis 401(K) Plan-10$10,889,305$64,020$6,402iApproximate average salary by contribution assumption: employee only about $160,050 at 4% or $106,700 at 6%; with 50% employer match about $106,700 at 4% or $71,133 at 6%; with 100% employer match about $80,025 at 4% or $53,350 at 6%.
2019113$11,235,140$147,505$11,347iApproximate average salary by contribution assumption: employee only about $283,663 at 4% or $189,109 at 6%; with 50% employer match about $189,109 at 4% or $126,073 at 6%; with 100% employer match about $141,832 at 4% or $94,554 at 6%.
J.M. Lummis 401(K) Plan-13$11,235,140$147,505$11,347iApproximate average salary by contribution assumption: employee only about $283,663 at 4% or $189,109 at 6%; with 50% employer match about $189,109 at 4% or $126,073 at 6%; with 100% employer match about $141,832 at 4% or $94,554 at 6%.
2018114$10,983,717$418,325$29,880iApproximate average salary by contribution assumption: employee only about $747,009 at 4% or $498,006 at 6%; with 50% employer match about $498,006 at 4% or $332,004 at 6%; with 100% employer match about $373,504 at 4% or $249,003 at 6%.
J.M. Lummis 401(K) Plan-14$10,983,717$418,325$29,880iApproximate average salary by contribution assumption: employee only about $747,009 at 4% or $498,006 at 6%; with 50% employer match about $498,006 at 4% or $332,004 at 6%; with 100% employer match about $373,504 at 4% or $249,003 at 6%.
2017114$11,499,520$464,010$33,144iApproximate average salary by contribution assumption: employee only about $828,589 at 4% or $552,393 at 6%; with 50% employer match about $552,393 at 4% or $368,262 at 6%; with 100% employer match about $414,295 at 4% or $276,196 at 6%.
J.M. Lummis 401(K) Plan-14$11,499,520$464,010$33,144iApproximate average salary by contribution assumption: employee only about $828,589 at 4% or $552,393 at 6%; with 50% employer match about $552,393 at 4% or $368,262 at 6%; with 100% employer match about $414,295 at 4% or $276,196 at 6%.
2016114$9,307,207$512,120$36,580iApproximate average salary by contribution assumption: employee only about $914,500 at 4% or $609,667 at 6%; with 50% employer match about $609,667 at 4% or $406,444 at 6%; with 100% employer match about $457,250 at 4% or $304,833 at 6%.
J.M. Lummis 401(K) Plan-14$9,307,207$512,120$36,580iApproximate average salary by contribution assumption: employee only about $914,500 at 4% or $609,667 at 6%; with 50% employer match about $609,667 at 4% or $406,444 at 6%; with 100% employer match about $457,250 at 4% or $304,833 at 6%.
2015114$8,320,890$775,805$55,415iApproximate average salary by contribution assumption: employee only about $1,385,366 at 4% or $923,577 at 6%; with 50% employer match about $923,577 at 4% or $615,718 at 6%; with 100% employer match about $692,683 at 4% or $461,789 at 6%.
J.M. Lummis 401(K) Plan-14$8,320,890$775,805$55,415iApproximate average salary by contribution assumption: employee only about $1,385,366 at 4% or $923,577 at 6%; with 50% employer match about $923,577 at 4% or $615,718 at 6%; with 100% employer match about $692,683 at 4% or $461,789 at 6%.
2014116$7,761,258$183,872$11,492iApproximate average salary by contribution assumption: employee only about $287,300 at 4% or $191,533 at 6%; with 50% employer match about $191,533 at 4% or $127,689 at 6%; with 100% employer match about $143,650 at 4% or $95,767 at 6%.
J.M. Lummis 401(K) Plan-16$7,761,258$183,872$11,492iApproximate average salary by contribution assumption: employee only about $287,300 at 4% or $191,533 at 6%; with 50% employer match about $191,533 at 4% or $127,689 at 6%; with 100% employer match about $143,650 at 4% or $95,767 at 6%.
2013115$7,142,683$271,986$18,132iApproximate average salary by contribution assumption: employee only about $453,310 at 4% or $302,207 at 6%; with 50% employer match about $302,207 at 4% or $201,471 at 6%; with 100% employer match about $226,655 at 4% or $151,103 at 6%.
J.M. Lummis 401(K) Plan-15$7,142,683$271,986$18,132iApproximate average salary by contribution assumption: employee only about $453,310 at 4% or $302,207 at 6%; with 50% employer match about $302,207 at 4% or $201,471 at 6%; with 100% employer match about $226,655 at 4% or $151,103 at 6%.
2012115$5,805,458$138,806$9,254iApproximate average salary by contribution assumption: employee only about $231,343 at 4% or $154,229 at 6%; with 50% employer match about $154,229 at 4% or $102,819 at 6%; with 100% employer match about $115,672 at 4% or $77,114 at 6%.
J.M. Lummis 401(K) Plan-15$5,805,458$138,806$9,254iApproximate average salary by contribution assumption: employee only about $231,343 at 4% or $154,229 at 6%; with 50% employer match about $154,229 at 4% or $102,819 at 6%; with 100% employer match about $115,672 at 4% or $77,114 at 6%.
2011115$5,227,163$400,336$26,689iApproximate average salary by contribution assumption: employee only about $667,227 at 4% or $444,818 at 6%; with 50% employer match about $444,818 at 4% or $296,545 at 6%; with 100% employer match about $333,613 at 4% or $222,409 at 6%.
J.M. Lummis 401(K) Plan-15$5,227,163$400,336$26,689iApproximate average salary by contribution assumption: employee only about $667,227 at 4% or $444,818 at 6%; with 50% employer match about $444,818 at 4% or $296,545 at 6%; with 100% employer match about $333,613 at 4% or $222,409 at 6%.
2010115$5,088,206$578,897$38,593iApproximate average salary by contribution assumption: employee only about $964,828 at 4% or $643,219 at 6%; with 50% employer match about $643,219 at 4% or $428,813 at 6%; with 100% employer match about $482,414 at 4% or $321,609 at 6%.
J.M. Lummis 401(K) Plan-15$5,088,206$578,897$38,593iApproximate average salary by contribution assumption: employee only about $964,828 at 4% or $643,219 at 6%; with 50% employer match about $643,219 at 4% or $428,813 at 6%; with 100% employer match about $482,414 at 4% or $321,609 at 6%.
2009117$4,487,664$601,600$35,388iApproximate average salary by contribution assumption: employee only about $884,706 at 4% or $589,804 at 6%; with 50% employer match about $589,804 at 4% or $393,203 at 6%; with 100% employer match about $442,353 at 4% or $294,902 at 6%.
J.M. Lummis 401(K) Plan-17$4,487,664$601,600$35,388iApproximate average salary by contribution assumption: employee only about $884,706 at 4% or $589,804 at 6%; with 50% employer match about $589,804 at 4% or $393,203 at 6%; with 100% employer match about $442,353 at 4% or $294,902 at 6%.
2008116$2,934,457$590,269$36,892iApproximate average salary by contribution assumption: employee only about $922,295 at 4% or $614,864 at 6%; with 50% employer match about $614,864 at 4% or $409,909 at 6%; with 100% employer match about $461,148 at 4% or $307,432 at 6%.
J.M. Lummis 401(K) Plan-16$2,934,457$590,269$36,892iApproximate average salary by contribution assumption: employee only about $922,295 at 4% or $614,864 at 6%; with 50% employer match about $614,864 at 4% or $409,909 at 6%; with 100% employer match about $461,148 at 4% or $307,432 at 6%.
2007117$0$0-
J.M. Lummis 401(K) Plan-17---
2006118$3,322,386$383,158$21,287iApproximate average salary by contribution assumption: employee only about $532,164 at 4% or $354,776 at 6%; with 50% employer match about $354,776 at 4% or $236,517 at 6%; with 100% employer match about $266,082 at 4% or $177,388 at 6%.
J.M. Lummis 401(K) Plan-18$3,322,386$383,158$21,287iApproximate average salary by contribution assumption: employee only about $532,164 at 4% or $354,776 at 6%; with 50% employer match about $354,776 at 4% or $236,517 at 6%; with 100% employer match about $266,082 at 4% or $177,388 at 6%.
2005118$2,700,193$226,098$12,561iApproximate average salary by contribution assumption: employee only about $314,025 at 4% or $209,350 at 6%; with 50% employer match about $209,350 at 4% or $139,567 at 6%; with 100% employer match about $157,013 at 4% or $104,675 at 6%.
J.M. Lummis 401(K) Plan-18$2,700,193$226,098$12,561iApproximate average salary by contribution assumption: employee only about $314,025 at 4% or $209,350 at 6%; with 50% employer match about $209,350 at 4% or $139,567 at 6%; with 100% employer match about $157,013 at 4% or $104,675 at 6%.
2004120$2,367,141$461,018$23,051iApproximate average salary by contribution assumption: employee only about $576,273 at 4% or $384,182 at 6%; with 50% employer match about $384,182 at 4% or $256,121 at 6%; with 100% employer match about $288,136 at 4% or $192,091 at 6%.
J.M. Lummis 401(K) Plan-20$2,367,141$461,018$23,051iApproximate average salary by contribution assumption: employee only about $576,273 at 4% or $384,182 at 6%; with 50% employer match about $384,182 at 4% or $256,121 at 6%; with 100% employer match about $288,136 at 4% or $192,091 at 6%.
2003119$1,702,405$424,500$22,342iApproximate average salary by contribution assumption: employee only about $558,553 at 4% or $372,368 at 6%; with 50% employer match about $372,368 at 4% or $248,246 at 6%; with 100% employer match about $279,276 at 4% or $186,184 at 6%.
J.M. Lummis 401(K) Plan-19$1,702,405$424,500$22,342iApproximate average salary by contribution assumption: employee only about $558,553 at 4% or $372,368 at 6%; with 50% employer match about $372,368 at 4% or $248,246 at 6%; with 100% employer match about $279,276 at 4% or $186,184 at 6%.
2002121$1,049,596$406,815$19,372iApproximate average salary by contribution assumption: employee only about $484,304 at 4% or $322,869 at 6%; with 50% employer match about $322,869 at 4% or $215,246 at 6%; with 100% employer match about $242,152 at 4% or $161,435 at 6%.
J.M. Lummis 401(K) Plan-21$1,049,596$406,815$19,372iApproximate average salary by contribution assumption: employee only about $484,304 at 4% or $322,869 at 6%; with 50% employer match about $322,869 at 4% or $215,246 at 6%; with 100% employer match about $242,152 at 4% or $161,435 at 6%.
2001121$872,894$384,000$18,286iApproximate average salary by contribution assumption: employee only about $457,143 at 4% or $304,762 at 6%; with 50% employer match about $304,762 at 4% or $203,175 at 6%; with 100% employer match about $228,571 at 4% or $152,381 at 6%.
J.M. Lummis 401(K) Plan-21$872,894$384,000$18,286iApproximate average salary by contribution assumption: employee only about $457,143 at 4% or $304,762 at 6%; with 50% employer match about $304,762 at 4% or $203,175 at 6%; with 100% employer match about $228,571 at 4% or $152,381 at 6%.
2000120$656,819$373,700$18,685iApproximate average salary by contribution assumption: employee only about $467,125 at 4% or $311,417 at 6%; with 50% employer match about $311,417 at 4% or $207,611 at 6%; with 100% employer match about $233,563 at 4% or $155,708 at 6%.
J.M. Lummis 401(K) Plan-20$656,819$373,700$18,685iApproximate average salary by contribution assumption: employee only about $467,125 at 4% or $311,417 at 6%; with 50% employer match about $311,417 at 4% or $207,611 at 6%; with 100% employer match about $233,563 at 4% or $155,708 at 6%.
1999116$357,825$149,545$9,347iApproximate average salary by contribution assumption: employee only about $233,664 at 4% or $155,776 at 6%; with 50% employer match about $155,776 at 4% or $103,851 at 6%; with 100% employer match about $116,832 at 4% or $77,888 at 6%.
J.M. Lummis 401(K) Plan-16$357,825$149,545$9,347iApproximate average salary by contribution assumption: employee only about $233,664 at 4% or $155,776 at 6%; with 50% employer match about $155,776 at 4% or $103,851 at 6%; with 100% employer match about $116,832 at 4% or $77,888 at 6%.