Civic Intelligence

Lentz Financial Services Inc.

Plan context: Lentz Financial Services Inc. 401K Plan

EIN 20-5100419 • Decatur, AL • 14 filings • 1 plans

2205 Graham Avenue, SW, Suite BDecatur, AL 35601
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,022,910

2025 Contributions

$82,016

Historical Graphs

Total Assets Over Time

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

$1,022,910$511,455$0201220192025YearValue
$1,022,910Latest year 2025

Participants Over Time

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

630201220192025YearValue
6Latest 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
202516$1,022,910$82,016$13,669iApproximate average salary by contribution assumption: employee only about $341,733 at 4% or $227,822 at 6%; with 50% employer match about $227,822 at 4% or $151,881 at 6%; with 100% employer match about $170,867 at 4% or $113,911 at 6%.
Lentz Financial Services Inc. 401K Plan-6$1,022,910$82,016$13,669iApproximate average salary by contribution assumption: employee only about $341,733 at 4% or $227,822 at 6%; with 50% employer match about $227,822 at 4% or $151,881 at 6%; with 100% employer match about $170,867 at 4% or $113,911 at 6%.
202416$790,759$69,901$11,650iApproximate average salary by contribution assumption: employee only about $291,254 at 4% or $194,169 at 6%; with 50% employer match about $194,169 at 4% or $129,446 at 6%; with 100% employer match about $145,627 at 4% or $97,085 at 6%.
Lentz Financial Services Inc. 401K Plan-6$790,759$69,901$11,650iApproximate average salary by contribution assumption: employee only about $291,254 at 4% or $194,169 at 6%; with 50% employer match about $194,169 at 4% or $129,446 at 6%; with 100% employer match about $145,627 at 4% or $97,085 at 6%.
202315$618,863$64,426$12,885iApproximate average salary by contribution assumption: employee only about $322,130 at 4% or $214,753 at 6%; with 50% employer match about $214,753 at 4% or $143,169 at 6%; with 100% employer match about $161,065 at 4% or $107,377 at 6%.
Lentz Financial Services Inc. 401K Plan-5$618,863$64,426$12,885iApproximate average salary by contribution assumption: employee only about $322,130 at 4% or $214,753 at 6%; with 50% employer match about $214,753 at 4% or $143,169 at 6%; with 100% employer match about $161,065 at 4% or $107,377 at 6%.
202215$462,303$65,281$13,056iApproximate average salary by contribution assumption: employee only about $326,405 at 4% or $217,603 at 6%; with 50% employer match about $217,603 at 4% or $145,069 at 6%; with 100% employer match about $163,203 at 4% or $108,802 at 6%.
Lentz Financial Services Inc. 401K Plan-5$462,303$65,281$13,056iApproximate average salary by contribution assumption: employee only about $326,405 at 4% or $217,603 at 6%; with 50% employer match about $217,603 at 4% or $145,069 at 6%; with 100% employer match about $163,203 at 4% or $108,802 at 6%.
202114$507,115$33,330$8,333iApproximate average salary by contribution assumption: employee only about $208,313 at 4% or $138,875 at 6%; with 50% employer match about $138,875 at 4% or $92,583 at 6%; with 100% employer match about $104,156 at 4% or $69,438 at 6%.
Lentz Financial Services Inc. 401K Plan-4$507,115$33,330$8,333iApproximate average salary by contribution assumption: employee only about $208,313 at 4% or $138,875 at 6%; with 50% employer match about $138,875 at 4% or $92,583 at 6%; with 100% employer match about $104,156 at 4% or $69,438 at 6%.
202014$435,918$33,480$8,370iApproximate average salary by contribution assumption: employee only about $209,250 at 4% or $139,500 at 6%; with 50% employer match about $139,500 at 4% or $93,000 at 6%; with 100% employer match about $104,625 at 4% or $69,750 at 6%.
Lentz Financial Services Inc. 401K Plan-4$435,918$33,480$8,370iApproximate average salary by contribution assumption: employee only about $209,250 at 4% or $139,500 at 6%; with 50% employer match about $139,500 at 4% or $93,000 at 6%; with 100% employer match about $104,625 at 4% or $69,750 at 6%.
201914$347,800$31,267$7,817iApproximate average salary by contribution assumption: employee only about $195,419 at 4% or $130,279 at 6%; with 50% employer match about $130,279 at 4% or $86,853 at 6%; with 100% employer match about $97,709 at 4% or $65,140 at 6%.
Lentz Financial Services Inc. 401K Plan-4$347,800$31,267$7,817iApproximate average salary by contribution assumption: employee only about $195,419 at 4% or $130,279 at 6%; with 50% employer match about $130,279 at 4% or $86,853 at 6%; with 100% employer match about $97,709 at 4% or $65,140 at 6%.
201814$267,619$44,289$11,072iApproximate average salary by contribution assumption: employee only about $276,806 at 4% or $184,538 at 6%; with 50% employer match about $184,538 at 4% or $123,025 at 6%; with 100% employer match about $138,403 at 4% or $92,269 at 6%.
Lentz Financial Services Inc. 401K Plan-4$267,619$44,289$11,072iApproximate average salary by contribution assumption: employee only about $276,806 at 4% or $184,538 at 6%; with 50% employer match about $184,538 at 4% or $123,025 at 6%; with 100% employer match about $138,403 at 4% or $92,269 at 6%.
201714$237,673$44,115$11,029iApproximate average salary by contribution assumption: employee only about $275,719 at 4% or $183,813 at 6%; with 50% employer match about $183,813 at 4% or $122,542 at 6%; with 100% employer match about $137,859 at 4% or $91,906 at 6%.
Lentz Financial Services Inc. 401K Plan-4$237,673$44,115$11,029iApproximate average salary by contribution assumption: employee only about $275,719 at 4% or $183,813 at 6%; with 50% employer match about $183,813 at 4% or $122,542 at 6%; with 100% employer match about $137,859 at 4% or $91,906 at 6%.
201614$168,663$32,139$8,035iApproximate average salary by contribution assumption: employee only about $200,869 at 4% or $133,913 at 6%; with 50% employer match about $133,913 at 4% or $89,275 at 6%; with 100% employer match about $100,434 at 4% or $66,956 at 6%.
Lentz Financial Services Inc. 401K Plan-4$168,663$32,139$8,035iApproximate average salary by contribution assumption: employee only about $200,869 at 4% or $133,913 at 6%; with 50% employer match about $133,913 at 4% or $89,275 at 6%; with 100% employer match about $100,434 at 4% or $66,956 at 6%.
201514$125,998$41,166$10,292iApproximate average salary by contribution assumption: employee only about $257,288 at 4% or $171,525 at 6%; with 50% employer match about $171,525 at 4% or $114,350 at 6%; with 100% employer match about $128,644 at 4% or $85,763 at 6%.
Lentz Financial Services Inc. 401K Plan-4$125,998$41,166$10,292iApproximate average salary by contribution assumption: employee only about $257,288 at 4% or $171,525 at 6%; with 50% employer match about $171,525 at 4% or $114,350 at 6%; with 100% employer match about $128,644 at 4% or $85,763 at 6%.
201414$88,129$24,362$6,091iApproximate average salary by contribution assumption: employee only about $152,263 at 4% or $101,508 at 6%; with 50% employer match about $101,508 at 4% or $67,672 at 6%; with 100% employer match about $76,131 at 4% or $50,754 at 6%.
Lentz Financial Services Inc. 401K Plan-4$88,129$24,362$6,091iApproximate average salary by contribution assumption: employee only about $152,263 at 4% or $101,508 at 6%; with 50% employer match about $101,508 at 4% or $67,672 at 6%; with 100% employer match about $76,131 at 4% or $50,754 at 6%.
201313$59,845$15,540$5,180iApproximate average salary by contribution assumption: employee only about $129,500 at 4% or $86,333 at 6%; with 50% employer match about $86,333 at 4% or $57,556 at 6%; with 100% employer match about $64,750 at 4% or $43,167 at 6%.
Lentz Financial Services Inc. 401K Plan-3$59,845$15,540$5,180iApproximate average salary by contribution assumption: employee only about $129,500 at 4% or $86,333 at 6%; with 50% employer match about $86,333 at 4% or $57,556 at 6%; with 100% employer match about $64,750 at 4% or $43,167 at 6%.
201213$39,014$38,748$12,916iApproximate average salary by contribution assumption: employee only about $322,900 at 4% or $215,267 at 6%; with 50% employer match about $215,267 at 4% or $143,511 at 6%; with 100% employer match about $161,450 at 4% or $107,633 at 6%.
Lentz Financial Services Inc. 401K Plan-3$39,014$38,748$12,916iApproximate average salary by contribution assumption: employee only about $322,900 at 4% or $215,267 at 6%; with 50% employer match about $215,267 at 4% or $143,511 at 6%; with 100% employer match about $161,450 at 4% or $107,633 at 6%.