Civic Intelligence

Lovell Minnick Partners LLC

Plan context: Lovell Minnick Partners 401(K) Plan

EIN 20-0493456 • Radnor, PA • 18 filings • 2 plans

555 East Lancaster AvenueSuite 510Radnor, PA 19087
Current Snapshot

Latest Year

2025

2025 Participants

44

2025 Assets

$25,196,868

2025 Contributions

$3,138,732

Historical Graphs

Total Assets Over Time

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

$25,196,868$12,598,434$0200920172025YearValue
$25,196,868Latest year 2025

Participants Over Time

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

45230200920172025YearValue
44Latest year 2025

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
2025244$25,196,868$3,138,732$71,335iApproximate average salary by contribution assumption: employee only about $1,783,370 at 4% or $1,188,914 at 6%; with 50% employer match about $1,188,914 at 4% or $792,609 at 6%; with 100% employer match about $891,685 at 4% or $594,457 at 6%.
Lovell Minnick Partners 401(K) Plan-44$24,026,068$1,967,932$44,726iApproximate average salary by contribution assumption: employee only about $1,118,143 at 4% or $745,429 at 6%; with 50% employer match about $745,429 at 4% or $496,953 at 6%; with 100% employer match about $559,072 at 4% or $372,714 at 6%.
Lovell Minnick Partners Cash Balance Plan-27$1,170,800$1,170,800$43,363iApproximate average salary by contribution assumption: employee only about $1,084,074 at 4% or $722,716 at 6%; with 50% employer match about $722,716 at 4% or $481,811 at 6%; with 100% employer match about $542,037 at 4% or $361,358 at 6%.
2024140$22,015,152$2,081,390$52,035iApproximate average salary by contribution assumption: employee only about $1,300,869 at 4% or $867,246 at 6%; with 50% employer match about $867,246 at 4% or $578,164 at 6%; with 100% employer match about $650,434 at 4% or $433,623 at 6%.
Lovell Minnick Partners 401(K) Plan-40$22,015,152$2,081,390$52,035iApproximate average salary by contribution assumption: employee only about $1,300,869 at 4% or $867,246 at 6%; with 50% employer match about $867,246 at 4% or $578,164 at 6%; with 100% employer match about $650,434 at 4% or $433,623 at 6%.
2023143$19,131,267$1,891,820$43,996iApproximate average salary by contribution assumption: employee only about $1,099,895 at 4% or $733,264 at 6%; with 50% employer match about $733,264 at 4% or $488,842 at 6%; with 100% employer match about $549,948 at 4% or $366,632 at 6%.
Lovell Minnick Partners 401(K) Plan-43$19,131,267$1,891,820$43,996iApproximate average salary by contribution assumption: employee only about $1,099,895 at 4% or $733,264 at 6%; with 50% employer match about $733,264 at 4% or $488,842 at 6%; with 100% employer match about $549,948 at 4% or $366,632 at 6%.
2022141$16,052,287$1,842,711$44,944iApproximate average salary by contribution assumption: employee only about $1,123,604 at 4% or $749,070 at 6%; with 50% employer match about $749,070 at 4% or $499,380 at 6%; with 100% employer match about $561,802 at 4% or $374,535 at 6%.
Lovell Minnick Partners 401(K) Plan-41$16,052,287$1,842,711$44,944iApproximate average salary by contribution assumption: employee only about $1,123,604 at 4% or $749,070 at 6%; with 50% employer match about $749,070 at 4% or $499,380 at 6%; with 100% employer match about $561,802 at 4% or $374,535 at 6%.
2021145$17,852,337$1,780,144$39,559iApproximate average salary by contribution assumption: employee only about $988,969 at 4% or $659,313 at 6%; with 50% employer match about $659,313 at 4% or $439,542 at 6%; with 100% employer match about $494,484 at 4% or $329,656 at 6%.
Lovell Minnick Partners 401(K) Plan-45$17,852,337$1,780,144$39,559iApproximate average salary by contribution assumption: employee only about $988,969 at 4% or $659,313 at 6%; with 50% employer match about $659,313 at 4% or $439,542 at 6%; with 100% employer match about $494,484 at 4% or $329,656 at 6%.
2020139$14,518,339$1,466,663$37,607iApproximate average salary by contribution assumption: employee only about $940,169 at 4% or $626,779 at 6%; with 50% employer match about $626,779 at 4% or $417,853 at 6%; with 100% employer match about $470,084 at 4% or $313,390 at 6%.
Lovell Minnick Partners 401(K) Plan-39$14,518,339$1,466,663$37,607iApproximate average salary by contribution assumption: employee only about $940,169 at 4% or $626,779 at 6%; with 50% employer match about $626,779 at 4% or $417,853 at 6%; with 100% employer match about $470,084 at 4% or $313,390 at 6%.
2019138$11,257,317$1,369,981$36,052iApproximate average salary by contribution assumption: employee only about $901,303 at 4% or $600,869 at 6%; with 50% employer match about $600,869 at 4% or $400,579 at 6%; with 100% employer match about $450,652 at 4% or $300,434 at 6%.
Lovell Minnick Partners 401(K) Plan-38$11,257,317$1,369,981$36,052iApproximate average salary by contribution assumption: employee only about $901,303 at 4% or $600,869 at 6%; with 50% employer match about $600,869 at 4% or $400,579 at 6%; with 100% employer match about $450,652 at 4% or $300,434 at 6%.
2018133$7,948,916$1,093,610$33,140iApproximate average salary by contribution assumption: employee only about $828,492 at 4% or $552,328 at 6%; with 50% employer match about $552,328 at 4% or $368,219 at 6%; with 100% employer match about $414,246 at 4% or $276,164 at 6%.
Lovell Minnick Partners 401(K) Plan-33$7,948,916$1,093,610$33,140iApproximate average salary by contribution assumption: employee only about $828,492 at 4% or $552,328 at 6%; with 50% employer match about $552,328 at 4% or $368,219 at 6%; with 100% employer match about $414,246 at 4% or $276,164 at 6%.
2017132$7,584,410$991,989$31,000iApproximate average salary by contribution assumption: employee only about $774,991 at 4% or $516,661 at 6%; with 50% employer match about $516,661 at 4% or $344,441 at 6%; with 100% employer match about $387,496 at 4% or $258,330 at 6%.
Lovell Minnick Partners 401(K) Plan-32$7,584,410$991,989$31,000iApproximate average salary by contribution assumption: employee only about $774,991 at 4% or $516,661 at 6%; with 50% employer match about $516,661 at 4% or $344,441 at 6%; with 100% employer match about $387,496 at 4% or $258,330 at 6%.
2016129$5,578,032$793,677$27,368iApproximate average salary by contribution assumption: employee only about $684,204 at 4% or $456,136 at 6%; with 50% employer match about $456,136 at 4% or $304,091 at 6%; with 100% employer match about $342,102 at 4% or $228,068 at 6%.
Lovell Minnick Partners 401(K) Plan-29$5,578,032$793,677$27,368iApproximate average salary by contribution assumption: employee only about $684,204 at 4% or $456,136 at 6%; with 50% employer match about $456,136 at 4% or $304,091 at 6%; with 100% employer match about $342,102 at 4% or $228,068 at 6%.
2015122$4,731,995$613,860$27,903iApproximate average salary by contribution assumption: employee only about $697,568 at 4% or $465,045 at 6%; with 50% employer match about $465,045 at 4% or $310,030 at 6%; with 100% employer match about $348,784 at 4% or $232,523 at 6%.
Lovell Minnick Partners 401(K) Plan-22$4,731,995$613,860$27,903iApproximate average salary by contribution assumption: employee only about $697,568 at 4% or $465,045 at 6%; with 50% employer match about $465,045 at 4% or $310,030 at 6%; with 100% employer match about $348,784 at 4% or $232,523 at 6%.
2014122$4,428,017$651,036$29,593iApproximate average salary by contribution assumption: employee only about $739,814 at 4% or $493,209 at 6%; with 50% employer match about $493,209 at 4% or $328,806 at 6%; with 100% employer match about $369,907 at 4% or $246,605 at 6%.
Lovell Minnick Partners 401(K) Plan-22$4,428,017$651,036$29,593iApproximate average salary by contribution assumption: employee only about $739,814 at 4% or $493,209 at 6%; with 50% employer match about $493,209 at 4% or $328,806 at 6%; with 100% employer match about $369,907 at 4% or $246,605 at 6%.
2013121$4,214,735$619,328$29,492iApproximate average salary by contribution assumption: employee only about $737,295 at 4% or $491,530 at 6%; with 50% employer match about $491,530 at 4% or $327,687 at 6%; with 100% employer match about $368,648 at 4% or $245,765 at 6%.
Lovell Minnick Partners 401(K) Plan-21$4,214,735$619,328$29,492iApproximate average salary by contribution assumption: employee only about $737,295 at 4% or $491,530 at 6%; with 50% employer match about $491,530 at 4% or $327,687 at 6%; with 100% employer match about $368,648 at 4% or $245,765 at 6%.
2012122$3,308,338$437,604$19,891iApproximate average salary by contribution assumption: employee only about $497,277 at 4% or $331,518 at 6%; with 50% employer match about $331,518 at 4% or $221,012 at 6%; with 100% employer match about $248,639 at 4% or $165,759 at 6%.
Lovell Minnick Partners 401(K) Plan-22$3,308,338$437,604$19,891iApproximate average salary by contribution assumption: employee only about $497,277 at 4% or $331,518 at 6%; with 50% employer match about $331,518 at 4% or $221,012 at 6%; with 100% employer match about $248,639 at 4% or $165,759 at 6%.
2011118$2,555,943$429,156$23,842iApproximate average salary by contribution assumption: employee only about $596,050 at 4% or $397,367 at 6%; with 50% employer match about $397,367 at 4% or $264,911 at 6%; with 100% employer match about $298,025 at 4% or $198,683 at 6%.
Lovell Minnick Partners 401(K) Plan-18$2,555,943$429,156$23,842iApproximate average salary by contribution assumption: employee only about $596,050 at 4% or $397,367 at 6%; with 50% employer match about $397,367 at 4% or $264,911 at 6%; with 100% employer match about $298,025 at 4% or $198,683 at 6%.
2010117$2,371,300$579,903$34,112iApproximate average salary by contribution assumption: employee only about $852,799 at 4% or $568,532 at 6%; with 50% employer match about $568,532 at 4% or $379,022 at 6%; with 100% employer match about $426,399 at 4% or $284,266 at 6%.
Lovell Minnick Partners 401(K) Plan-17$2,371,300$579,903$34,112iApproximate average salary by contribution assumption: employee only about $852,799 at 4% or $568,532 at 6%; with 50% employer match about $568,532 at 4% or $379,022 at 6%; with 100% employer match about $426,399 at 4% or $284,266 at 6%.
2009115$1,827,251$1,492,540$99,503iApproximate average salary by contribution assumption: employee only about $2,487,567 at 4% or $1,658,378 at 6%; with 50% employer match about $1,658,378 at 4% or $1,105,585 at 6%; with 100% employer match about $1,243,783 at 4% or $829,189 at 6%.
Lovell Minnick Partners 401(K) Plan-15$1,827,251$1,492,540$99,503iApproximate average salary by contribution assumption: employee only about $2,487,567 at 4% or $1,658,378 at 6%; with 50% employer match about $1,658,378 at 4% or $1,105,585 at 6%; with 100% employer match about $1,243,783 at 4% or $829,189 at 6%.