Civic Intelligence

Lumsden & Mccormick, Cpas

Plan context: Lumsden & Mccormick 401K Plan

EIN 16-0765486 • 19 filings • 3 plans

Current Snapshot

Latest Year

2024

2024 Participants

132

2024 Assets

$55,619,611

2024 Contributions

$2,875,070

Historical Graphs

Total Assets Over Time

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

$55,619,611$27,809,806$0199920152024YearValue
$55,619,611Latest year 2024

Participants Over Time

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

132660199920152024YearValue
132Latest 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
20241132$55,619,611$2,875,070$21,781iApproximate average salary by contribution assumption: employee only about $544,521 at 4% or $363,014 at 6%; with 50% employer match about $363,014 at 4% or $242,009 at 6%; with 100% employer match about $272,260 at 4% or $181,507 at 6%.
Lumsden & Mccormick 401K Plan-132$55,619,611$2,875,070$21,781iApproximate average salary by contribution assumption: employee only about $544,521 at 4% or $363,014 at 6%; with 50% employer match about $363,014 at 4% or $242,009 at 6%; with 100% employer match about $272,260 at 4% or $181,507 at 6%.
20231122$51,081,655$2,606,374$21,364iApproximate average salary by contribution assumption: employee only about $534,093 at 4% or $356,062 at 6%; with 50% employer match about $356,062 at 4% or $237,375 at 6%; with 100% employer match about $267,047 at 4% or $178,031 at 6%.
Lumsden & Mccormick 401K Plan-122$51,081,655$2,606,374$21,364iApproximate average salary by contribution assumption: employee only about $534,093 at 4% or $356,062 at 6%; with 50% employer match about $356,062 at 4% or $237,375 at 6%; with 100% employer match about $267,047 at 4% or $178,031 at 6%.
20221124$40,616,405$2,589,169$20,880iApproximate average salary by contribution assumption: employee only about $522,010 at 4% or $348,007 at 6%; with 50% employer match about $348,007 at 4% or $232,004 at 6%; with 100% employer match about $261,005 at 4% or $174,003 at 6%.
Lumsden & Mccormick 401K Plan-124$40,616,405$2,589,169$20,880iApproximate average salary by contribution assumption: employee only about $522,010 at 4% or $348,007 at 6%; with 50% employer match about $348,007 at 4% or $232,004 at 6%; with 100% employer match about $261,005 at 4% or $174,003 at 6%.
20211117$47,014,934$2,148,412$18,362iApproximate average salary by contribution assumption: employee only about $459,062 at 4% or $306,042 at 6%; with 50% employer match about $306,042 at 4% or $204,028 at 6%; with 100% employer match about $229,531 at 4% or $153,021 at 6%.
Lumsden & Mccormick 401K Plan-117$47,014,934$2,148,412$18,362iApproximate average salary by contribution assumption: employee only about $459,062 at 4% or $306,042 at 6%; with 50% employer match about $306,042 at 4% or $204,028 at 6%; with 100% employer match about $229,531 at 4% or $153,021 at 6%.
20201108$38,703,639$1,859,209$17,215iApproximate average salary by contribution assumption: employee only about $430,372 at 4% or $286,915 at 6%; with 50% employer match about $286,915 at 4% or $191,277 at 6%; with 100% employer match about $215,186 at 4% or $143,457 at 6%.
Lumsden & Mccormick 401K Plan-108$38,703,639$1,859,209$17,215iApproximate average salary by contribution assumption: employee only about $430,372 at 4% or $286,915 at 6%; with 50% employer match about $286,915 at 4% or $191,277 at 6%; with 100% employer match about $215,186 at 4% or $143,457 at 6%.
20191103$32,315,182$2,381,066$23,117iApproximate average salary by contribution assumption: employee only about $577,929 at 4% or $385,286 at 6%; with 50% employer match about $385,286 at 4% or $256,857 at 6%; with 100% employer match about $288,964 at 4% or $192,643 at 6%.
Lumsden & Mccormick 401K Plan-103$32,315,182$2,381,066$23,117iApproximate average salary by contribution assumption: employee only about $577,929 at 4% or $385,286 at 6%; with 50% employer match about $385,286 at 4% or $256,857 at 6%; with 100% employer match about $288,964 at 4% or $192,643 at 6%.
2018180$24,154,978$1,438,385$17,980iApproximate average salary by contribution assumption: employee only about $449,495 at 4% or $299,664 at 6%; with 50% employer match about $299,664 at 4% or $199,776 at 6%; with 100% employer match about $224,748 at 4% or $149,832 at 6%.
Lumsden & Mccormick 401K Plan-80$24,154,978$1,438,385$17,980iApproximate average salary by contribution assumption: employee only about $449,495 at 4% or $299,664 at 6%; with 50% employer match about $299,664 at 4% or $199,776 at 6%; with 100% employer match about $224,748 at 4% or $149,832 at 6%.
2017174$24,289,142$1,328,371$17,951iApproximate average salary by contribution assumption: employee only about $448,774 at 4% or $299,183 at 6%; with 50% employer match about $299,183 at 4% or $199,455 at 6%; with 100% employer match about $224,387 at 4% or $149,591 at 6%.
Lumsden & Mccormick 401K Plan-74$24,289,142$1,328,371$17,951iApproximate average salary by contribution assumption: employee only about $448,774 at 4% or $299,183 at 6%; with 50% employer match about $299,183 at 4% or $199,455 at 6%; with 100% employer match about $224,387 at 4% or $149,591 at 6%.
2016177$19,741,538$1,351,161$17,548iApproximate average salary by contribution assumption: employee only about $438,689 at 4% or $292,459 at 6%; with 50% employer match about $292,459 at 4% or $194,973 at 6%; with 100% employer match about $219,344 at 4% or $146,230 at 6%.
Lumsden & Mccormick 401K Plan-77$19,741,538$1,351,161$17,548iApproximate average salary by contribution assumption: employee only about $438,689 at 4% or $292,459 at 6%; with 50% employer match about $292,459 at 4% or $194,973 at 6%; with 100% employer match about $219,344 at 4% or $146,230 at 6%.
2015177$17,228,021$1,257,386$16,330iApproximate average salary by contribution assumption: employee only about $408,242 at 4% or $272,161 at 6%; with 50% employer match about $272,161 at 4% or $181,441 at 6%; with 100% employer match about $204,121 at 4% or $136,081 at 6%.
Lumsden & Mccormick 401K Plan-77$17,228,021$1,257,386$16,330iApproximate average salary by contribution assumption: employee only about $408,242 at 4% or $272,161 at 6%; with 50% employer match about $272,161 at 4% or $181,441 at 6%; with 100% employer match about $204,121 at 4% or $136,081 at 6%.
2014171$17,201,110$1,250,215$17,609iApproximate average salary by contribution assumption: employee only about $440,217 at 4% or $293,478 at 6%; with 50% employer match about $293,478 at 4% or $195,652 at 6%; with 100% employer match about $220,108 at 4% or $146,739 at 6%.
Lumsden & Mccormick 401K Plan-71$17,201,110$1,250,215$17,609iApproximate average salary by contribution assumption: employee only about $440,217 at 4% or $293,478 at 6%; with 50% employer match about $293,478 at 4% or $195,652 at 6%; with 100% employer match about $220,108 at 4% or $146,739 at 6%.
2013166$15,284,994$1,279,918$19,393iApproximate average salary by contribution assumption: employee only about $484,817 at 4% or $323,212 at 6%; with 50% employer match about $323,212 at 4% or $215,474 at 6%; with 100% employer match about $242,409 at 4% or $161,606 at 6%.
Lumsden & Mccormick 401K Plan-66$15,284,994$1,279,918$19,393iApproximate average salary by contribution assumption: employee only about $484,817 at 4% or $323,212 at 6%; with 50% employer match about $323,212 at 4% or $215,474 at 6%; with 100% employer match about $242,409 at 4% or $161,606 at 6%.
2012162$11,899,056$1,109,243$17,891iApproximate average salary by contribution assumption: employee only about $447,275 at 4% or $298,184 at 6%; with 50% employer match about $298,184 at 4% or $198,789 at 6%; with 100% employer match about $223,638 at 4% or $149,092 at 6%.
Lumsden & Mccormick 401K Plan-62$11,899,056$1,109,243$17,891iApproximate average salary by contribution assumption: employee only about $447,275 at 4% or $298,184 at 6%; with 50% employer match about $298,184 at 4% or $198,789 at 6%; with 100% employer match about $223,638 at 4% or $149,092 at 6%.
2011164$10,386,331$1,060,790$16,575iApproximate average salary by contribution assumption: employee only about $414,371 at 4% or $276,247 at 6%; with 50% employer match about $276,247 at 4% or $184,165 at 6%; with 100% employer match about $207,186 at 4% or $138,124 at 6%.
Lumsden & Mccormick 401K Plan-64$10,386,331$1,060,790$16,575iApproximate average salary by contribution assumption: employee only about $414,371 at 4% or $276,247 at 6%; with 50% employer match about $276,247 at 4% or $184,165 at 6%; with 100% employer match about $207,186 at 4% or $138,124 at 6%.
2010164$9,906,405$1,071,443$16,741iApproximate average salary by contribution assumption: employee only about $418,532 at 4% or $279,022 at 6%; with 50% employer match about $279,022 at 4% or $186,014 at 6%; with 100% employer match about $209,266 at 4% or $139,511 at 6%.
Lumsden & Mccormick 401K Plan-64$9,906,405$1,071,443$16,741iApproximate average salary by contribution assumption: employee only about $418,532 at 4% or $279,022 at 6%; with 50% employer match about $279,022 at 4% or $186,014 at 6%; with 100% employer match about $209,266 at 4% or $139,511 at 6%.
2009164$7,486,461$1,039,393$16,241iApproximate average salary by contribution assumption: employee only about $406,013 at 4% or $270,675 at 6%; with 50% employer match about $270,675 at 4% or $180,450 at 6%; with 100% employer match about $203,006 at 4% or $135,338 at 6%.
Lumsden & Mccormick 401K Plan-64$7,486,461$1,039,393$16,241iApproximate average salary by contribution assumption: employee only about $406,013 at 4% or $270,675 at 6%; with 50% employer match about $270,675 at 4% or $180,450 at 6%; with 100% employer match about $203,006 at 4% or $135,338 at 6%.
2008163$5,255,038$976,685$15,503iApproximate average salary by contribution assumption: employee only about $387,573 at 4% or $258,382 at 6%; with 50% employer match about $258,382 at 4% or $172,255 at 6%; with 100% employer match about $193,787 at 4% or $129,191 at 6%.
Lumsden & Mccormick 401K Plan-63$5,255,038$976,685$15,503iApproximate average salary by contribution assumption: employee only about $387,573 at 4% or $258,382 at 6%; with 50% employer match about $258,382 at 4% or $172,255 at 6%; with 100% employer match about $193,787 at 4% or $129,191 at 6%.
2000159$2,894,606$300,297$5,090iApproximate average salary by contribution assumption: employee only about $127,244 at 4% or $84,830 at 6%; with 50% employer match about $84,830 at 4% or $56,553 at 6%; with 100% employer match about $63,622 at 4% or $42,415 at 6%.
Lumsden & Mccormick 401K Plan-59$2,894,606$300,297$5,090iApproximate average salary by contribution assumption: employee only about $127,244 at 4% or $84,830 at 6%; with 50% employer match about $84,830 at 4% or $56,553 at 6%; with 100% employer match about $63,622 at 4% or $42,415 at 6%.
1999156$2,914,415$442,249$7,897iApproximate average salary by contribution assumption: employee only about $197,433 at 4% or $131,622 at 6%; with 50% employer match about $131,622 at 4% or $87,748 at 6%; with 100% employer match about $98,716 at 4% or $65,811 at 6%.
Lumsden & Mccormick 401K Plan-56$2,914,415$442,249$7,897iApproximate average salary by contribution assumption: employee only about $197,433 at 4% or $131,622 at 6%; with 50% employer match about $131,622 at 4% or $87,748 at 6%; with 100% employer match about $98,716 at 4% or $65,811 at 6%.