Civic Intelligence

Lipsitz & Mcallister LLC

Plan context: Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan

EIN 20-2003673 • Monroe, CT • 21 filings • 2 plans

755 Main St, Bldg 8Monroe, CT 06468-2830
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$2,683,805

2025 Contributions

$22,460

Historical Graphs

Total Assets Over Time

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

$2,683,805$1,341,903$0200520152025YearValue
$2,683,805Latest year 2025

Participants Over Time

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

630200520152025YearValue
2Latest 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
202512$2,683,805$22,460$11,230iApproximate average salary by contribution assumption: employee only about $280,750 at 4% or $187,167 at 6%; with 50% employer match about $187,167 at 4% or $124,778 at 6%; with 100% employer match about $140,375 at 4% or $93,583 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-2$2,683,805$22,460$11,230iApproximate average salary by contribution assumption: employee only about $280,750 at 4% or $187,167 at 6%; with 50% employer match about $187,167 at 4% or $124,778 at 6%; with 100% employer match about $140,375 at 4% or $93,583 at 6%.
202412$2,211,355$30,244$15,122iApproximate average salary by contribution assumption: employee only about $378,050 at 4% or $252,033 at 6%; with 50% employer match about $252,033 at 4% or $168,022 at 6%; with 100% employer match about $189,025 at 4% or $126,017 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-2$2,211,355$30,244$15,122iApproximate average salary by contribution assumption: employee only about $378,050 at 4% or $252,033 at 6%; with 50% employer match about $252,033 at 4% or $168,022 at 6%; with 100% employer match about $189,025 at 4% or $126,017 at 6%.
202312$1,861,563$34,647$17,324iApproximate average salary by contribution assumption: employee only about $433,088 at 4% or $288,725 at 6%; with 50% employer match about $288,725 at 4% or $192,483 at 6%; with 100% employer match about $216,544 at 4% or $144,363 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-2$1,861,563$34,647$17,324iApproximate average salary by contribution assumption: employee only about $433,088 at 4% or $288,725 at 6%; with 50% employer match about $288,725 at 4% or $192,483 at 6%; with 100% employer match about $216,544 at 4% or $144,363 at 6%.
202212$1,495,695$31,625$15,813iApproximate average salary by contribution assumption: employee only about $395,313 at 4% or $263,542 at 6%; with 50% employer match about $263,542 at 4% or $175,694 at 6%; with 100% employer match about $197,656 at 4% or $131,771 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-2$1,495,695$31,625$15,813iApproximate average salary by contribution assumption: employee only about $395,313 at 4% or $263,542 at 6%; with 50% employer match about $263,542 at 4% or $175,694 at 6%; with 100% employer match about $197,656 at 4% or $131,771 at 6%.
202112$1,888,981$30,602$15,301iApproximate average salary by contribution assumption: employee only about $382,525 at 4% or $255,017 at 6%; with 50% employer match about $255,017 at 4% or $170,011 at 6%; with 100% employer match about $191,263 at 4% or $127,508 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-2$1,888,981$30,602$15,301iApproximate average salary by contribution assumption: employee only about $382,525 at 4% or $255,017 at 6%; with 50% employer match about $255,017 at 4% or $170,011 at 6%; with 100% employer match about $191,263 at 4% or $127,508 at 6%.
202012$1,604,613$33,583$16,792iApproximate average salary by contribution assumption: employee only about $419,788 at 4% or $279,858 at 6%; with 50% employer match about $279,858 at 4% or $186,572 at 6%; with 100% employer match about $209,894 at 4% or $139,929 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-2$1,604,613$33,583$16,792iApproximate average salary by contribution assumption: employee only about $419,788 at 4% or $279,858 at 6%; with 50% employer match about $279,858 at 4% or $186,572 at 6%; with 100% employer match about $209,894 at 4% or $139,929 at 6%.
201912$1,278,435$38,881$19,441iApproximate average salary by contribution assumption: employee only about $486,013 at 4% or $324,008 at 6%; with 50% employer match about $324,008 at 4% or $216,006 at 6%; with 100% employer match about $243,006 at 4% or $162,004 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-2$1,278,435$38,881$19,441iApproximate average salary by contribution assumption: employee only about $486,013 at 4% or $324,008 at 6%; with 50% employer match about $324,008 at 4% or $216,006 at 6%; with 100% employer match about $243,006 at 4% or $162,004 at 6%.
201812$998,935$41,375$20,688iApproximate average salary by contribution assumption: employee only about $517,188 at 4% or $344,792 at 6%; with 50% employer match about $344,792 at 4% or $229,861 at 6%; with 100% employer match about $258,594 at 4% or $172,396 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-2$998,935$41,375$20,688iApproximate average salary by contribution assumption: employee only about $517,188 at 4% or $344,792 at 6%; with 50% employer match about $344,792 at 4% or $229,861 at 6%; with 100% employer match about $258,594 at 4% or $172,396 at 6%.
201713$1,139,234$38,516$12,839iApproximate average salary by contribution assumption: employee only about $320,967 at 4% or $213,978 at 6%; with 50% employer match about $213,978 at 4% or $142,652 at 6%; with 100% employer match about $160,483 at 4% or $106,989 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-3$1,139,234$38,516$12,839iApproximate average salary by contribution assumption: employee only about $320,967 at 4% or $213,978 at 6%; with 50% employer match about $213,978 at 4% or $142,652 at 6%; with 100% employer match about $160,483 at 4% or $106,989 at 6%.
201614$1,070,515$48,223$12,056iApproximate average salary by contribution assumption: employee only about $301,394 at 4% or $200,929 at 6%; with 50% employer match about $200,929 at 4% or $133,953 at 6%; with 100% employer match about $150,697 at 4% or $100,465 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-4$1,070,515$48,223$12,056iApproximate average salary by contribution assumption: employee only about $301,394 at 4% or $200,929 at 6%; with 50% employer match about $200,929 at 4% or $133,953 at 6%; with 100% employer match about $150,697 at 4% or $100,465 at 6%.
201514$964,217$57,976$14,494iApproximate average salary by contribution assumption: employee only about $362,350 at 4% or $241,567 at 6%; with 50% employer match about $241,567 at 4% or $161,044 at 6%; with 100% employer match about $181,175 at 4% or $120,783 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-4$964,217$57,976$14,494iApproximate average salary by contribution assumption: employee only about $362,350 at 4% or $241,567 at 6%; with 50% employer match about $241,567 at 4% or $161,044 at 6%; with 100% employer match about $181,175 at 4% or $120,783 at 6%.
201414$893,781$53,549$13,387iApproximate average salary by contribution assumption: employee only about $334,681 at 4% or $223,121 at 6%; with 50% employer match about $223,121 at 4% or $148,747 at 6%; with 100% employer match about $167,341 at 4% or $111,560 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-4$893,781$53,549$13,387iApproximate average salary by contribution assumption: employee only about $334,681 at 4% or $223,121 at 6%; with 50% employer match about $223,121 at 4% or $148,747 at 6%; with 100% employer match about $167,341 at 4% or $111,560 at 6%.
201316$1,860,058$55,955$9,326iApproximate average salary by contribution assumption: employee only about $233,146 at 4% or $155,431 at 6%; with 50% employer match about $155,431 at 4% or $103,620 at 6%; with 100% employer match about $116,573 at 4% or $77,715 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-6$1,860,058$55,955$9,326iApproximate average salary by contribution assumption: employee only about $233,146 at 4% or $155,431 at 6%; with 50% employer match about $155,431 at 4% or $103,620 at 6%; with 100% employer match about $116,573 at 4% or $77,715 at 6%.
201216$1,653,100$88,497$14,750iApproximate average salary by contribution assumption: employee only about $368,738 at 4% or $245,825 at 6%; with 50% employer match about $245,825 at 4% or $163,883 at 6%; with 100% employer match about $184,369 at 4% or $122,913 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-6$1,653,100$88,497$14,750iApproximate average salary by contribution assumption: employee only about $368,738 at 4% or $245,825 at 6%; with 50% employer match about $245,825 at 4% or $163,883 at 6%; with 100% employer match about $184,369 at 4% or $122,913 at 6%.
201115$1,372,421$102,640$20,528iApproximate average salary by contribution assumption: employee only about $513,200 at 4% or $342,133 at 6%; with 50% employer match about $342,133 at 4% or $228,089 at 6%; with 100% employer match about $256,600 at 4% or $171,067 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-5$1,372,421$102,640$20,528iApproximate average salary by contribution assumption: employee only about $513,200 at 4% or $342,133 at 6%; with 50% employer match about $342,133 at 4% or $228,089 at 6%; with 100% employer match about $256,600 at 4% or $171,067 at 6%.
201015$1,250,747$95,628$19,126iApproximate average salary by contribution assumption: employee only about $478,140 at 4% or $318,760 at 6%; with 50% employer match about $318,760 at 4% or $212,507 at 6%; with 100% employer match about $239,070 at 4% or $159,380 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-5$1,250,747$95,628$19,126iApproximate average salary by contribution assumption: employee only about $478,140 at 4% or $318,760 at 6%; with 50% employer match about $318,760 at 4% or $212,507 at 6%; with 100% employer match about $239,070 at 4% or $159,380 at 6%.
200915$1,042,107$124,180$24,836iApproximate average salary by contribution assumption: employee only about $620,900 at 4% or $413,933 at 6%; with 50% employer match about $413,933 at 4% or $275,956 at 6%; with 100% employer match about $310,450 at 4% or $206,967 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-5$1,042,107$124,180$24,836iApproximate average salary by contribution assumption: employee only about $620,900 at 4% or $413,933 at 6%; with 50% employer match about $413,933 at 4% or $275,956 at 6%; with 100% employer match about $310,450 at 4% or $206,967 at 6%.
200815$855,121$129,132$25,826iApproximate average salary by contribution assumption: employee only about $645,660 at 4% or $430,440 at 6%; with 50% employer match about $430,440 at 4% or $286,960 at 6%; with 100% employer match about $322,830 at 4% or $215,220 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-5$855,121$129,132$25,826iApproximate average salary by contribution assumption: employee only about $645,660 at 4% or $430,440 at 6%; with 50% employer match about $430,440 at 4% or $286,960 at 6%; with 100% employer match about $322,830 at 4% or $215,220 at 6%.
200716$1,084,456$123,389$20,565iApproximate average salary by contribution assumption: employee only about $514,121 at 4% or $342,747 at 6%; with 50% employer match about $342,747 at 4% or $228,498 at 6%; with 100% employer match about $257,060 at 4% or $171,374 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-6$1,084,456$123,389$20,565iApproximate average salary by contribution assumption: employee only about $514,121 at 4% or $342,747 at 6%; with 50% employer match about $342,747 at 4% or $228,498 at 6%; with 100% employer match about $257,060 at 4% or $171,374 at 6%.
200616$938,221$127,636$21,273iApproximate average salary by contribution assumption: employee only about $531,817 at 4% or $354,544 at 6%; with 50% employer match about $354,544 at 4% or $236,363 at 6%; with 100% employer match about $265,908 at 4% or $177,272 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-6$938,221$127,636$21,273iApproximate average salary by contribution assumption: employee only about $531,817 at 4% or $354,544 at 6%; with 50% employer match about $354,544 at 4% or $236,363 at 6%; with 100% employer match about $265,908 at 4% or $177,272 at 6%.
200516$1,115,154$117,296$19,549iApproximate average salary by contribution assumption: employee only about $488,733 at 4% or $325,822 at 6%; with 50% employer match about $325,822 at 4% or $217,215 at 6%; with 100% employer match about $244,367 at 4% or $162,911 at 6%.
Lipsitz & Mcallister LLC Section 401(K) Profit Sharing Plan-6$1,115,154$117,296$19,549iApproximate average salary by contribution assumption: employee only about $488,733 at 4% or $325,822 at 6%; with 50% employer match about $325,822 at 4% or $217,215 at 6%; with 100% employer match about $244,367 at 4% or $162,911 at 6%.