Civic Intelligence

Lullabot Inc.

Plan context: Lullabot Inc. Employee Stock Ownership Plan

EIN 20-8106905 • Ames, IA • 20 filings • 6 plans

525 Kellogg Ave Unit 803Ames, IA 50010
Current Snapshot

Latest Year

2024

2024 Participants

46

2024 Assets

$2,180,000

2024 Contributions

$56,926

Historical Graphs

Total Assets Over Time

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

$12,502,718$6,251,359$0200820152024YearValue
$2,180,000Latest year 2024

Participants Over Time

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

56280200820152024YearValue
46Latest 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
2024146$2,180,000$56,926$1,238iApproximate average salary by contribution assumption: employee only about $30,938 at 4% or $20,625 at 6%; with 50% employer match about $20,625 at 4% or $13,750 at 6%; with 100% employer match about $15,469 at 4% or $10,313 at 6%.
Lullabot Inc. Employee Stock Ownership Plan-46$2,180,000$56,926$1,238iApproximate average salary by contribution assumption: employee only about $30,938 at 4% or $20,625 at 6%; with 50% employer match about $20,625 at 4% or $13,750 at 6%; with 100% employer match about $15,469 at 4% or $10,313 at 6%.
2023242$2,470,000$593,831$14,139iApproximate average salary by contribution assumption: employee only about $353,471 at 4% or $235,647 at 6%; with 50% employer match about $235,647 at 4% or $157,098 at 6%; with 100% employer match about $176,735 at 4% or $117,824 at 6%.
Lullabot Inc. Employee Stock Ownership Plan-42$2,470,000$47,700$1,136iApproximate average salary by contribution assumption: employee only about $28,393 at 4% or $18,929 at 6%; with 50% employer match about $18,929 at 4% or $12,619 at 6%; with 100% employer match about $14,196 at 4% or $9,464 at 6%.
LULLABOT 401(K) AND PROFIT SHARING PLAN-0$0$546,131-
2022356$12,502,718$1,162,740$20,763iApproximate average salary by contribution assumption: employee only about $519,080 at 4% or $346,054 at 6%; with 50% employer match about $346,054 at 4% or $230,702 at 6%; with 100% employer match about $259,540 at 4% or $173,027 at 6%.
Lullabot Inc. Employee Stock Ownership Plan-56$4,421,359$558,439$9,972iApproximate average salary by contribution assumption: employee only about $249,303 at 4% or $166,202 at 6%; with 50% employer match about $166,202 at 4% or $110,801 at 6%; with 100% employer match about $124,652 at 4% or $83,101 at 6%.
LULLABOT 401(K) AND PROFIT SHARING PLAN-56$4,421,359$558,439$9,972iApproximate average salary by contribution assumption: employee only about $249,303 at 4% or $166,202 at 6%; with 50% employer match about $166,202 at 4% or $110,801 at 6%; with 100% employer match about $124,652 at 4% or $83,101 at 6%.
Lullabot Inc. Employee Stock Ownership Plan-38$3,660,000$45,862$1,207iApproximate average salary by contribution assumption: employee only about $30,172 at 4% or $20,115 at 6%; with 50% employer match about $20,115 at 4% or $13,410 at 6%; with 100% employer match about $15,086 at 4% or $10,057 at 6%.
2021355$10,780,818$905,534$16,464iApproximate average salary by contribution assumption: employee only about $411,606 at 4% or $274,404 at 6%; with 50% employer match about $274,404 at 4% or $182,936 at 6%; with 100% employer match about $205,803 at 4% or $137,202 at 6%.
Lullabot Inc. Employee Stock Ownership Plan-55$4,965,409$429,836$7,815iApproximate average salary by contribution assumption: employee only about $195,380 at 4% or $130,253 at 6%; with 50% employer match about $130,253 at 4% or $86,836 at 6%; with 100% employer match about $97,690 at 4% or $65,127 at 6%.
LULLABOT 401(K) AND PROFIT SHARING PLAN-55$4,965,409$429,836$7,815iApproximate average salary by contribution assumption: employee only about $195,380 at 4% or $130,253 at 6%; with 50% employer match about $130,253 at 4% or $86,836 at 6%; with 100% employer match about $97,690 at 4% or $65,127 at 6%.
Lullabot Inc. Employee Stock Ownership Plan-34$850,000$45,862$1,349iApproximate average salary by contribution assumption: employee only about $33,722 at 4% or $22,481 at 6%; with 50% employer match about $22,481 at 4% or $14,988 at 6%; with 100% employer match about $16,861 at 4% or $11,241 at 6%.
201810$0$0-
LULLABOT 401(K) AND PROFIT SHARING PLAN-0$0--
2017141$2,467,581$436,445$10,645iApproximate average salary by contribution assumption: employee only about $266,125 at 4% or $177,417 at 6%; with 50% employer match about $177,417 at 4% or $118,278 at 6%; with 100% employer match about $133,063 at 4% or $88,708 at 6%.
LULLABOT 401(K)AND PROFIT SHARING PLAN-41$2,467,581$436,445$10,645iApproximate average salary by contribution assumption: employee only about $266,125 at 4% or $177,417 at 6%; with 50% employer match about $177,417 at 4% or $118,278 at 6%; with 100% employer match about $133,063 at 4% or $88,708 at 6%.
2016140$1,901,952$413,643$10,341iApproximate average salary by contribution assumption: employee only about $258,527 at 4% or $172,351 at 6%; with 50% employer match about $172,351 at 4% or $114,901 at 6%; with 100% employer match about $129,263 at 4% or $86,176 at 6%.
LULLABOT 401(K)AND PROFIT SHARING PLAN-40$1,901,952$413,643$10,341iApproximate average salary by contribution assumption: employee only about $258,527 at 4% or $172,351 at 6%; with 50% employer match about $172,351 at 4% or $114,901 at 6%; with 100% employer match about $129,263 at 4% or $86,176 at 6%.
2015143$1,497,986$401,768$9,343iApproximate average salary by contribution assumption: employee only about $233,586 at 4% or $155,724 at 6%; with 50% employer match about $155,724 at 4% or $103,816 at 6%; with 100% employer match about $116,793 at 4% or $77,862 at 6%.
LULLABOT 401(K) AND PROFIT SHARING PLAN-43$1,497,986$401,768$9,343iApproximate average salary by contribution assumption: employee only about $233,586 at 4% or $155,724 at 6%; with 50% employer match about $155,724 at 4% or $103,816 at 6%; with 100% employer match about $116,793 at 4% or $77,862 at 6%.
2014141$1,118,408$296,375$7,229iApproximate average salary by contribution assumption: employee only about $180,716 at 4% or $120,478 at 6%; with 50% employer match about $120,478 at 4% or $80,318 at 6%; with 100% employer match about $90,358 at 4% or $60,239 at 6%.
LULLABOT 401(K) AND PROFIT SHARING PLAN-41$1,118,408$296,375$7,229iApproximate average salary by contribution assumption: employee only about $180,716 at 4% or $120,478 at 6%; with 50% employer match about $120,478 at 4% or $80,318 at 6%; with 100% employer match about $90,358 at 4% or $60,239 at 6%.
2013128$897,779$223,110$7,968iApproximate average salary by contribution assumption: employee only about $199,205 at 4% or $132,804 at 6%; with 50% employer match about $132,804 at 4% or $88,536 at 6%; with 100% employer match about $99,603 at 4% or $66,402 at 6%.
LULLABOT 401(K) AND PROFIT SHARING PLAN-28$897,779$223,110$7,968iApproximate average salary by contribution assumption: employee only about $199,205 at 4% or $132,804 at 6%; with 50% employer match about $132,804 at 4% or $88,536 at 6%; with 100% employer match about $99,603 at 4% or $66,402 at 6%.
2012122$550,289$291,787$13,263iApproximate average salary by contribution assumption: employee only about $331,576 at 4% or $221,051 at 6%; with 50% employer match about $221,051 at 4% or $147,367 at 6%; with 100% employer match about $165,788 at 4% or $110,525 at 6%.
LULLABOT 401(K) AND PROFIT SHARING PLAN-22$550,289$291,787$13,263iApproximate average salary by contribution assumption: employee only about $331,576 at 4% or $221,051 at 6%; with 50% employer match about $221,051 at 4% or $147,367 at 6%; with 100% employer match about $165,788 at 4% or $110,525 at 6%.
2011122$378,039$152,064$6,912iApproximate average salary by contribution assumption: employee only about $172,800 at 4% or $115,200 at 6%; with 50% employer match about $115,200 at 4% or $76,800 at 6%; with 100% employer match about $86,400 at 4% or $57,600 at 6%.
LULLABOT 401(K) AND PROFIT SHARING PLAN-22$378,039$152,064$6,912iApproximate average salary by contribution assumption: employee only about $172,800 at 4% or $115,200 at 6%; with 50% employer match about $115,200 at 4% or $76,800 at 6%; with 100% employer match about $86,400 at 4% or $57,600 at 6%.
2010118$281,686$110,657$6,148iApproximate average salary by contribution assumption: employee only about $153,690 at 4% or $102,460 at 6%; with 50% employer match about $102,460 at 4% or $68,307 at 6%; with 100% employer match about $76,845 at 4% or $51,230 at 6%.
LULLABOT 401(K) AND PROFIT SHARING PLAN-18$281,686$110,657$6,148iApproximate average salary by contribution assumption: employee only about $153,690 at 4% or $102,460 at 6%; with 50% employer match about $102,460 at 4% or $68,307 at 6%; with 100% employer match about $76,845 at 4% or $51,230 at 6%.
2009112$146,580$82,400$6,867iApproximate average salary by contribution assumption: employee only about $171,667 at 4% or $114,444 at 6%; with 50% employer match about $114,444 at 4% or $76,296 at 6%; with 100% employer match about $85,833 at 4% or $57,222 at 6%.
LULLABOT 401(K) AND PROFIT SHARING PLAN-12$146,580$82,400$6,867iApproximate average salary by contribution assumption: employee only about $171,667 at 4% or $114,444 at 6%; with 50% employer match about $114,444 at 4% or $76,296 at 6%; with 100% employer match about $85,833 at 4% or $57,222 at 6%.
2008111$43,750$52,056$4,732iApproximate average salary by contribution assumption: employee only about $118,309 at 4% or $78,873 at 6%; with 50% employer match about $78,873 at 4% or $52,582 at 6%; with 100% employer match about $59,155 at 4% or $39,436 at 6%.
LULLABOT 401K AND PROFIT SHARING PLAN-11$43,750$52,056$4,732iApproximate average salary by contribution assumption: employee only about $118,309 at 4% or $78,873 at 6%; with 50% employer match about $78,873 at 4% or $52,582 at 6%; with 100% employer match about $59,155 at 4% or $39,436 at 6%.