Lantana Consulting Group
Plan context: Lantana Consulting Group Employee Stock Ownership Plan
EIN 20-2897420 • East Thetford, VT • 13 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
133
2024 Assets
$25,622,378
2024 Contributions
$3,388,840
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 133 | $25,622,378 | $3,388,840 | $25,480iApproximate average salary by contribution assumption: employee only about $637,000 at 4% or $424,667 at 6%; with 50% employer match about $424,667 at 4% or $283,111 at 6%; with 100% employer match about $318,500 at 4% or $212,333 at 6%. |
| Lantana Consulting Group Employee Stock Ownership Plan | - | 119 | $16,091,269 | $1,071,033 | $9,000iApproximate average salary by contribution assumption: employee only about $225,007 at 4% or $150,005 at 6%; with 50% employer match about $150,005 at 4% or $100,003 at 6%; with 100% employer match about $112,503 at 4% or $75,002 at 6%. |
| Lantana Consulting Group 401(K) Plan | - | 133 | $9,531,109 | $2,317,807 | $17,427iApproximate average salary by contribution assumption: employee only about $435,678 at 4% or $290,452 at 6%; with 50% employer match about $290,452 at 4% or $193,635 at 6%; with 100% employer match about $217,839 at 4% or $145,226 at 6%. |
| 2023 | 2 | 117 | $21,496,882 | $3,599,262 | $30,763iApproximate average salary by contribution assumption: employee only about $769,073 at 4% or $512,715 at 6%; with 50% employer match about $512,715 at 4% or $341,810 at 6%; with 100% employer match about $384,537 at 4% or $256,358 at 6%. |
| Lantana Consulting Group Employee Stock Ownership Plan | - | 113 | $14,757,722 | $1,071,033 | $9,478iApproximate average salary by contribution assumption: employee only about $236,954 at 4% or $157,969 at 6%; with 50% employer match about $157,969 at 4% or $105,313 at 6%; with 100% employer match about $118,477 at 4% or $78,985 at 6%. |
| Lantana Consulting Group 401(K) Plan | - | 117 | $6,739,160 | $2,528,229 | $21,609iApproximate average salary by contribution assumption: employee only about $540,220 at 4% or $360,147 at 6%; with 50% employer match about $360,147 at 4% or $240,098 at 6%; with 100% employer match about $270,110 at 4% or $180,073 at 6%. |
| 2022 | 2 | 88 | $8,882,986 | $3,575,960 | $40,636iApproximate average salary by contribution assumption: employee only about $1,015,898 at 4% or $677,265 at 6%; with 50% employer match about $677,265 at 4% or $451,510 at 6%; with 100% employer match about $507,949 at 4% or $338,633 at 6%. |
| Lantana Consulting Group Employee Stock Ownership Plan | - | 74 | $5,491,917 | $1,825,924 | $24,675iApproximate average salary by contribution assumption: employee only about $616,866 at 4% or $411,244 at 6%; with 50% employer match about $411,244 at 4% or $274,163 at 6%; with 100% employer match about $308,433 at 4% or $205,622 at 6%. |
| Lantana Consulting Group 401(K) Plan | - | 88 | $3,391,069 | $1,750,036 | $19,887iApproximate average salary by contribution assumption: employee only about $497,169 at 4% or $331,446 at 6%; with 50% employer match about $331,446 at 4% or $220,964 at 6%; with 100% employer match about $248,585 at 4% or $165,723 at 6%. |
| 2021 | 2 | 57 | $5,099,352 | $1,568,095 | $27,510iApproximate average salary by contribution assumption: employee only about $687,761 at 4% or $458,507 at 6%; with 50% employer match about $458,507 at 4% or $305,672 at 6%; with 100% employer match about $343,880 at 4% or $229,254 at 6%. |
| Lantana Consulting Group Employee Stock Ownership Plan | - | 52 | $2,889,659 | $600,000 | $11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%. |
| Lantana Consulting Group 401(K) Plan | - | 57 | $2,209,693 | $968,095 | $16,984iApproximate average salary by contribution assumption: employee only about $424,603 at 4% or $283,069 at 6%; with 50% employer match about $283,069 at 4% or $188,712 at 6%; with 100% employer match about $212,302 at 4% or $141,534 at 6%. |
| 2020 | 2 | 44 | $3,385,815 | $1,580,319 | $35,916iApproximate average salary by contribution assumption: employee only about $897,909 at 4% or $598,606 at 6%; with 50% employer match about $598,606 at 4% or $399,070 at 6%; with 100% employer match about $448,954 at 4% or $299,303 at 6%. |
| Lantana Consulting Group Employee Stock Ownership Plan | - | 44 | $2,300,180 | $667,037 | $15,160iApproximate average salary by contribution assumption: employee only about $378,998 at 4% or $252,666 at 6%; with 50% employer match about $252,666 at 4% or $168,444 at 6%; with 100% employer match about $189,499 at 4% or $126,333 at 6%. |
| Lantana Consulting Group 401(K) Plan | - | 44 | $1,085,635 | $913,282 | $20,756iApproximate average salary by contribution assumption: employee only about $518,910 at 4% or $345,940 at 6%; with 50% employer match about $345,940 at 4% or $230,627 at 6%; with 100% employer match about $259,455 at 4% or $172,970 at 6%. |
| 2019 | 1 | 44 | $1,632,256 | $400,000 | $9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%. |
| Lantana Consulting Group Employee Stock Ownership Plan | - | 44 | $1,632,256 | $400,000 | $9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%. |
| 2018 | 1 | 35 | $1,206,914 | $600,000 | $17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%. |
| Lantana Consulting Group Employee Stock Ownership Plan | - | 35 | $1,206,914 | $600,000 | $17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%. |
| 2017 | 1 | 35 | $600,009 | $600,000 | $17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%. |
| Lantana Consulting Group Employee Stock Ownership Plan | - | 35 | $600,009 | $600,000 | $17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%. |