Civic Intelligence

Lpf Advisors LLC

Plan context: Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust

EIN 20-3723309 • Sarasota, FL • 27 filings • 3 plans

7344 Palomino TrailSarasota, FL 34241
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$6,972,039

2024 Contributions

$334,781

Historical Graphs

Total Assets Over Time

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

$6,972,039$3,486,020$0201020172024YearValue
$6,972,039Latest year 2024

Participants Over Time

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

19100201020172024YearValue
14Latest 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
2024214$6,972,039$334,781$23,913iApproximate average salary by contribution assumption: employee only about $597,823 at 4% or $398,549 at 6%; with 50% employer match about $398,549 at 4% or $265,699 at 6%; with 100% employer match about $298,912 at 4% or $199,274 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-14$3,838,682$269,781$19,270iApproximate average salary by contribution assumption: employee only about $481,752 at 4% or $321,168 at 6%; with 50% employer match about $321,168 at 4% or $214,112 at 6%; with 100% employer match about $240,876 at 4% or $160,584 at 6%.
LPF ADVISORS LLC CASH BALANCE PLAN-9$3,133,357$65,000$7,222iApproximate average salary by contribution assumption: employee only about $180,556 at 4% or $120,370 at 6%; with 50% employer match about $120,370 at 4% or $80,247 at 6%; with 100% employer match about $90,278 at 4% or $60,185 at 6%.
2023213$5,996,544$449,074$34,544iApproximate average salary by contribution assumption: employee only about $863,604 at 4% or $575,736 at 6%; with 50% employer match about $575,736 at 4% or $383,824 at 6%; with 100% employer match about $431,802 at 4% or $287,868 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-12$3,158,150$271,999$22,667iApproximate average salary by contribution assumption: employee only about $566,665 at 4% or $377,776 at 6%; with 50% employer match about $377,776 at 4% or $251,851 at 6%; with 100% employer match about $283,332 at 4% or $188,888 at 6%.
LPF ADVISORS LLC CASH BALANCE PLAN-13$2,838,394$177,075$13,621iApproximate average salary by contribution assumption: employee only about $340,529 at 4% or $227,019 at 6%; with 50% employer match about $227,019 at 4% or $151,346 at 6%; with 100% employer match about $170,264 at 4% or $113,510 at 6%.
2022212$5,060,869$598,456$49,871iApproximate average salary by contribution assumption: employee only about $1,246,783 at 4% or $831,189 at 6%; with 50% employer match about $831,189 at 4% or $554,126 at 6%; with 100% employer match about $623,392 at 4% or $415,594 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-12$2,727,151$187,134$15,595iApproximate average salary by contribution assumption: employee only about $389,863 at 4% or $259,908 at 6%; with 50% employer match about $259,908 at 4% or $173,272 at 6%; with 100% employer match about $194,931 at 4% or $129,954 at 6%.
LPF ADVISORS LLC CASH BALANCE PLAN-11$2,333,718$411,322$37,393iApproximate average salary by contribution assumption: employee only about $934,823 at 4% or $623,215 at 6%; with 50% employer match about $623,215 at 4% or $415,477 at 6%; with 100% employer match about $467,411 at 4% or $311,608 at 6%.
2021214$5,009,490$474,052$33,861iApproximate average salary by contribution assumption: employee only about $846,521 at 4% or $564,348 at 6%; with 50% employer match about $564,348 at 4% or $376,232 at 6%; with 100% employer match about $423,261 at 4% or $282,174 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-14$2,971,188$233,269$16,662iApproximate average salary by contribution assumption: employee only about $416,552 at 4% or $277,701 at 6%; with 50% employer match about $277,701 at 4% or $185,134 at 6%; with 100% employer match about $208,276 at 4% or $138,851 at 6%.
LPF ADVISORS LLC CASH BALANCE PLAN-11$2,038,302$240,783$21,889iApproximate average salary by contribution assumption: employee only about $547,234 at 4% or $364,823 at 6%; with 50% employer match about $364,823 at 4% or $243,215 at 6%; with 100% employer match about $273,617 at 4% or $182,411 at 6%.
2020214$4,090,502$469,684$33,549iApproximate average salary by contribution assumption: employee only about $838,721 at 4% or $559,148 at 6%; with 50% employer match about $559,148 at 4% or $372,765 at 6%; with 100% employer match about $419,361 at 4% or $279,574 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-14$2,407,672$227,798$16,271iApproximate average salary by contribution assumption: employee only about $406,782 at 4% or $271,188 at 6%; with 50% employer match about $271,188 at 4% or $180,792 at 6%; with 100% employer match about $203,391 at 4% or $135,594 at 6%.
LPF ADVISORS LLC CASH BALANCE PLAN-11$1,682,830$241,886$21,990iApproximate average salary by contribution assumption: employee only about $549,741 at 4% or $366,494 at 6%; with 50% employer match about $366,494 at 4% or $244,329 at 6%; with 100% employer match about $274,870 at 4% or $183,247 at 6%.
2019219$4,003,447$452,951$23,840iApproximate average salary by contribution assumption: employee only about $595,988 at 4% or $397,325 at 6%; with 50% employer match about $397,325 at 4% or $264,884 at 6%; with 100% employer match about $297,994 at 4% or $198,663 at 6%.
LPF ADVISORS LLC CASH BALANCE PLAN-12$2,100,622$262,100$21,842iApproximate average salary by contribution assumption: employee only about $546,042 at 4% or $364,028 at 6%; with 50% employer match about $364,028 at 4% or $242,685 at 6%; with 100% employer match about $273,021 at 4% or $182,014 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-19$1,902,825$190,851$10,045iApproximate average salary by contribution assumption: employee only about $251,120 at 4% or $167,413 at 6%; with 50% employer match about $167,413 at 4% or $111,609 at 6%; with 100% employer match about $125,560 at 4% or $83,707 at 6%.
2018218$3,488,169$645,312$35,851iApproximate average salary by contribution assumption: employee only about $896,267 at 4% or $597,511 at 6%; with 50% employer match about $597,511 at 4% or $398,341 at 6%; with 100% employer match about $448,133 at 4% or $298,756 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-18$1,835,191$228,935$12,719iApproximate average salary by contribution assumption: employee only about $317,965 at 4% or $211,977 at 6%; with 50% employer match about $211,977 at 4% or $141,318 at 6%; with 100% employer match about $158,983 at 4% or $105,988 at 6%.
LPF ADVISORS LLC CASH BALANCE PLAN-13$1,652,978$416,377$32,029iApproximate average salary by contribution assumption: employee only about $800,725 at 4% or $533,817 at 6%; with 50% employer match about $533,817 at 4% or $355,878 at 6%; with 100% employer match about $400,363 at 4% or $266,908 at 6%.
2017216$3,029,019$550,237$34,390iApproximate average salary by contribution assumption: employee only about $859,745 at 4% or $573,164 at 6%; with 50% employer match about $573,164 at 4% or $382,109 at 6%; with 100% employer match about $429,873 at 4% or $286,582 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-16$1,729,311$255,118$15,945iApproximate average salary by contribution assumption: employee only about $398,622 at 4% or $265,748 at 6%; with 50% employer match about $265,748 at 4% or $177,165 at 6%; with 100% employer match about $199,311 at 4% or $132,874 at 6%.
LPF ADVISORS LLC CASH BALANCE PLAN-14$1,299,708$295,119$21,080iApproximate average salary by contribution assumption: employee only about $526,998 at 4% or $351,332 at 6%; with 50% employer match about $351,332 at 4% or $234,221 at 6%; with 100% employer match about $263,499 at 4% or $175,666 at 6%.
2016215$2,273,006$548,942$36,596iApproximate average salary by contribution assumption: employee only about $914,903 at 4% or $609,936 at 6%; with 50% employer match about $609,936 at 4% or $406,624 at 6%; with 100% employer match about $457,452 at 4% or $304,968 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-15$1,308,690$234,072$15,605iApproximate average salary by contribution assumption: employee only about $390,120 at 4% or $260,080 at 6%; with 50% employer match about $260,080 at 4% or $173,387 at 6%; with 100% employer match about $195,060 at 4% or $130,040 at 6%.
LPF ADVISORS LLC CASH BALANCE PLAN-12$964,316$314,870$26,239iApproximate average salary by contribution assumption: employee only about $655,979 at 4% or $437,319 at 6%; with 50% employer match about $437,319 at 4% or $291,546 at 6%; with 100% employer match about $327,990 at 4% or $218,660 at 6%.
2015216$1,638,396$539,516$33,720iApproximate average salary by contribution assumption: employee only about $842,994 at 4% or $561,996 at 6%; with 50% employer match about $561,996 at 4% or $374,664 at 6%; with 100% employer match about $421,497 at 4% or $280,998 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-16$1,003,519$166,972$10,436iApproximate average salary by contribution assumption: employee only about $260,894 at 4% or $173,929 at 6%; with 50% employer match about $173,929 at 4% or $115,953 at 6%; with 100% employer match about $130,447 at 4% or $86,965 at 6%.
LPF ADVISORS LLC CASH BALANCE PLAN-13$634,877$372,544$28,657iApproximate average salary by contribution assumption: employee only about $716,431 at 4% or $477,621 at 6%; with 50% employer match about $477,621 at 4% or $318,414 at 6%; with 100% employer match about $358,215 at 4% or $238,810 at 6%.
2014314$1,879,641$665,241$47,517iApproximate average salary by contribution assumption: employee only about $1,187,930 at 4% or $791,954 at 6%; with 50% employer match about $791,954 at 4% or $527,969 at 6%; with 100% employer match about $593,965 at 4% or $395,977 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-14$856,748$197,220$14,087iApproximate average salary by contribution assumption: employee only about $352,179 at 4% or $234,786 at 6%; with 50% employer match about $234,786 at 4% or $156,524 at 6%; with 100% employer match about $176,089 at 4% or $117,393 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-11$759,403$204,531$18,594iApproximate average salary by contribution assumption: employee only about $464,843 at 4% or $309,895 at 6%; with 50% employer match about $309,895 at 4% or $206,597 at 6%; with 100% employer match about $232,422 at 4% or $154,948 at 6%.
LPF ADVISORS LLC CASH BALANCE PLAN-13$263,490$263,490$20,268iApproximate average salary by contribution assumption: employee only about $506,712 at 4% or $337,808 at 6%; with 50% employer match about $337,808 at 4% or $225,205 at 6%; with 100% employer match about $253,356 at 4% or $168,904 at 6%.
201318$561,568$186,556$23,320iApproximate average salary by contribution assumption: employee only about $582,988 at 4% or $388,658 at 6%; with 50% employer match about $388,658 at 4% or $259,106 at 6%; with 100% employer match about $291,494 at 4% or $194,329 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-8$561,568$186,556$23,320iApproximate average salary by contribution assumption: employee only about $582,988 at 4% or $388,658 at 6%; with 50% employer match about $388,658 at 4% or $259,106 at 6%; with 100% employer match about $291,494 at 4% or $194,329 at 6%.
2012110$349,170$179,549$17,955iApproximate average salary by contribution assumption: employee only about $448,873 at 4% or $299,248 at 6%; with 50% employer match about $299,248 at 4% or $199,499 at 6%; with 100% employer match about $224,436 at 4% or $149,624 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-10$349,170$179,549$17,955iApproximate average salary by contribution assumption: employee only about $448,873 at 4% or $299,248 at 6%; with 50% employer match about $299,248 at 4% or $199,499 at 6%; with 100% employer match about $224,436 at 4% or $149,624 at 6%.
201118$140,971$79,494$9,937iApproximate average salary by contribution assumption: employee only about $248,419 at 4% or $165,613 at 6%; with 50% employer match about $165,613 at 4% or $110,408 at 6%; with 100% employer match about $124,209 at 4% or $82,806 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-8$140,971$79,494$9,937iApproximate average salary by contribution assumption: employee only about $248,419 at 4% or $165,613 at 6%; with 50% employer match about $165,613 at 4% or $110,408 at 6%; with 100% employer match about $124,209 at 4% or $82,806 at 6%.
201017$64,410$59,161$8,452iApproximate average salary by contribution assumption: employee only about $211,289 at 4% or $140,860 at 6%; with 50% employer match about $140,860 at 4% or $93,906 at 6%; with 100% employer match about $105,645 at 4% or $70,430 at 6%.
Lpf Advisors LLC 401(K) Profit Sharing Plan and Trust-7$64,410$59,161$8,452iApproximate average salary by contribution assumption: employee only about $211,289 at 4% or $140,860 at 6%; with 50% employer match about $140,860 at 4% or $93,906 at 6%; with 100% employer match about $105,645 at 4% or $70,430 at 6%.