Civic Intelligence

Lionetti Associates

Plan context: Lionetti Associates 401K Plan

EIN 22-3237361 • 23 filings • 5 plans

Current Snapshot

Latest Year

2024

2024 Participants

133

2024 Assets

$12,246,785

2024 Contributions

$1,129,050

Historical Graphs

Total Assets Over Time

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

$12,246,785$6,123,393$0199920142024YearValue
$12,246,785Latest year 2024

Participants Over Time

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

160800199920132024YearValue
133Latest 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
20241133$12,246,785$1,129,050$8,489iApproximate average salary by contribution assumption: employee only about $212,227 at 4% or $141,485 at 6%; with 50% employer match about $141,485 at 4% or $94,323 at 6%; with 100% employer match about $106,114 at 4% or $70,742 at 6%.
Lionetti Associates 401K Plan-133$12,246,785$1,129,050$8,489iApproximate average salary by contribution assumption: employee only about $212,227 at 4% or $141,485 at 6%; with 50% employer match about $141,485 at 4% or $94,323 at 6%; with 100% employer match about $106,114 at 4% or $70,742 at 6%.
20231134$11,140,129$834,107$6,225iApproximate average salary by contribution assumption: employee only about $155,617 at 4% or $103,745 at 6%; with 50% employer match about $103,745 at 4% or $69,163 at 6%; with 100% employer match about $77,808 at 4% or $51,872 at 6%.
Lionetti Associates 401K Plan-134$11,140,129$834,107$6,225iApproximate average salary by contribution assumption: employee only about $155,617 at 4% or $103,745 at 6%; with 50% employer match about $103,745 at 4% or $69,163 at 6%; with 100% employer match about $77,808 at 4% or $51,872 at 6%.
20221101$10,434,601$890,525$8,817iApproximate average salary by contribution assumption: employee only about $220,427 at 4% or $146,951 at 6%; with 50% employer match about $146,951 at 4% or $97,968 at 6%; with 100% employer match about $110,213 at 4% or $73,476 at 6%.
Lionetti Associates 401K Plan-101$10,434,601$890,525$8,817iApproximate average salary by contribution assumption: employee only about $220,427 at 4% or $146,951 at 6%; with 50% employer match about $146,951 at 4% or $97,968 at 6%; with 100% employer match about $110,213 at 4% or $73,476 at 6%.
20211128$11,665,366$610,823$4,772iApproximate average salary by contribution assumption: employee only about $119,301 at 4% or $79,534 at 6%; with 50% employer match about $79,534 at 4% or $53,023 at 6%; with 100% employer match about $59,651 at 4% or $39,767 at 6%.
Lionetti Associates 401K Plan-128$11,665,366$610,823$4,772iApproximate average salary by contribution assumption: employee only about $119,301 at 4% or $79,534 at 6%; with 50% employer match about $79,534 at 4% or $53,023 at 6%; with 100% employer match about $59,651 at 4% or $39,767 at 6%.
20201129$11,113,976$554,504$4,298iApproximate average salary by contribution assumption: employee only about $107,462 at 4% or $71,641 at 6%; with 50% employer match about $71,641 at 4% or $47,761 at 6%; with 100% employer match about $53,731 at 4% or $35,821 at 6%.
Lionetti Associates 401K Plan-129$11,113,976$554,504$4,298iApproximate average salary by contribution assumption: employee only about $107,462 at 4% or $71,641 at 6%; with 50% employer match about $71,641 at 4% or $47,761 at 6%; with 100% employer match about $53,731 at 4% or $35,821 at 6%.
20191159$10,531,608$799,509$5,028iApproximate average salary by contribution assumption: employee only about $125,709 at 4% or $83,806 at 6%; with 50% employer match about $83,806 at 4% or $55,871 at 6%; with 100% employer match about $62,854 at 4% or $41,903 at 6%.
Lionetti Associates 401K Plan-159$10,531,608$799,509$5,028iApproximate average salary by contribution assumption: employee only about $125,709 at 4% or $83,806 at 6%; with 50% employer match about $83,806 at 4% or $55,871 at 6%; with 100% employer match about $62,854 at 4% or $41,903 at 6%.
20181149$8,931,216$729,158$4,894iApproximate average salary by contribution assumption: employee only about $122,342 at 4% or $81,561 at 6%; with 50% employer match about $81,561 at 4% or $54,374 at 6%; with 100% employer match about $61,171 at 4% or $40,781 at 6%.
Lionetti Associates 401K Plan-149$8,931,216$729,158$4,894iApproximate average salary by contribution assumption: employee only about $122,342 at 4% or $81,561 at 6%; with 50% employer match about $81,561 at 4% or $54,374 at 6%; with 100% employer match about $61,171 at 4% or $40,781 at 6%.
20171152$9,350,135$621,583$4,089iApproximate average salary by contribution assumption: employee only about $102,234 at 4% or $68,156 at 6%; with 50% employer match about $68,156 at 4% or $45,437 at 6%; with 100% employer match about $51,117 at 4% or $34,078 at 6%.
Lionetti Associates 401K Plan-152$9,350,135$621,583$4,089iApproximate average salary by contribution assumption: employee only about $102,234 at 4% or $68,156 at 6%; with 50% employer match about $68,156 at 4% or $45,437 at 6%; with 100% employer match about $51,117 at 4% or $34,078 at 6%.
20161148$8,158,825$550,988$3,723iApproximate average salary by contribution assumption: employee only about $93,072 at 4% or $62,048 at 6%; with 50% employer match about $62,048 at 4% or $41,365 at 6%; with 100% employer match about $46,536 at 4% or $31,024 at 6%.
Lionetti Associates 401K Plan-148$8,158,825$550,988$3,723iApproximate average salary by contribution assumption: employee only about $93,072 at 4% or $62,048 at 6%; with 50% employer match about $62,048 at 4% or $41,365 at 6%; with 100% employer match about $46,536 at 4% or $31,024 at 6%.
20151153$7,703,773$643,640$4,207iApproximate average salary by contribution assumption: employee only about $105,170 at 4% or $70,113 at 6%; with 50% employer match about $70,113 at 4% or $46,742 at 6%; with 100% employer match about $52,585 at 4% or $35,057 at 6%.
Lionetti Associates 401K Plan-153$7,703,773$643,640$4,207iApproximate average salary by contribution assumption: employee only about $105,170 at 4% or $70,113 at 6%; with 50% employer match about $70,113 at 4% or $46,742 at 6%; with 100% employer match about $52,585 at 4% or $35,057 at 6%.
20141151$7,379,639$432,534$2,864iApproximate average salary by contribution assumption: employee only about $71,612 at 4% or $47,741 at 6%; with 50% employer match about $47,741 at 4% or $31,827 at 6%; with 100% employer match about $35,806 at 4% or $23,871 at 6%.
Lionetti Associates 401K Plan-151$7,379,639$432,534$2,864iApproximate average salary by contribution assumption: employee only about $71,612 at 4% or $47,741 at 6%; with 50% employer match about $47,741 at 4% or $31,827 at 6%; with 100% employer match about $35,806 at 4% or $23,871 at 6%.
20131156$6,898,054$463,435$2,971iApproximate average salary by contribution assumption: employee only about $74,268 at 4% or $49,512 at 6%; with 50% employer match about $49,512 at 4% or $33,008 at 6%; with 100% employer match about $37,134 at 4% or $24,756 at 6%.
Lionetti Associates 401K Plan-156$6,898,054$463,435$2,971iApproximate average salary by contribution assumption: employee only about $74,268 at 4% or $49,512 at 6%; with 50% employer match about $49,512 at 4% or $33,008 at 6%; with 100% employer match about $37,134 at 4% or $24,756 at 6%.
20121160$5,725,795$444,102$2,776iApproximate average salary by contribution assumption: employee only about $69,391 at 4% or $46,261 at 6%; with 50% employer match about $46,261 at 4% or $30,840 at 6%; with 100% employer match about $34,695 at 4% or $23,130 at 6%.
Lionetti Associates 401K Plan-160$5,725,795$444,102$2,776iApproximate average salary by contribution assumption: employee only about $69,391 at 4% or $46,261 at 6%; with 50% employer match about $46,261 at 4% or $30,840 at 6%; with 100% employer match about $34,695 at 4% or $23,130 at 6%.
20111158$5,077,955$344,117$2,178iApproximate average salary by contribution assumption: employee only about $54,449 at 4% or $36,299 at 6%; with 50% employer match about $36,299 at 4% or $24,200 at 6%; with 100% employer match about $27,224 at 4% or $18,150 at 6%.
Lionetti Associates 401K Plan-158$5,077,955$344,117$2,178iApproximate average salary by contribution assumption: employee only about $54,449 at 4% or $36,299 at 6%; with 50% employer match about $36,299 at 4% or $24,200 at 6%; with 100% employer match about $27,224 at 4% or $18,150 at 6%.
20101159$4,860,847$375,759$2,363iApproximate average salary by contribution assumption: employee only about $59,082 at 4% or $39,388 at 6%; with 50% employer match about $39,388 at 4% or $26,258 at 6%; with 100% employer match about $29,541 at 4% or $19,694 at 6%.
Lionetti Associates 401K Plan-159$4,860,847$375,759$2,363iApproximate average salary by contribution assumption: employee only about $59,082 at 4% or $39,388 at 6%; with 50% employer match about $39,388 at 4% or $26,258 at 6%; with 100% employer match about $29,541 at 4% or $19,694 at 6%.
20091138$4,240,583$349,953$2,536iApproximate average salary by contribution assumption: employee only about $63,397 at 4% or $42,265 at 6%; with 50% employer match about $42,265 at 4% or $28,177 at 6%; with 100% employer match about $31,699 at 4% or $21,132 at 6%.
Lionetti Associates 401K Plan-138$4,240,583$349,953$2,536iApproximate average salary by contribution assumption: employee only about $63,397 at 4% or $42,265 at 6%; with 50% employer match about $42,265 at 4% or $28,177 at 6%; with 100% employer match about $31,699 at 4% or $21,132 at 6%.
20081114$3,452,733$404,654$3,550iApproximate average salary by contribution assumption: employee only about $88,740 at 4% or $59,160 at 6%; with 50% employer match about $59,160 at 4% or $39,440 at 6%; with 100% employer match about $44,370 at 4% or $29,580 at 6%.
Lionetti Associates 401K Plan-114$3,452,733$404,654$3,550iApproximate average salary by contribution assumption: employee only about $88,740 at 4% or $59,160 at 6%; with 50% employer match about $59,160 at 4% or $39,440 at 6%; with 100% employer match about $44,370 at 4% or $29,580 at 6%.
20071122$3,726,461$387,362$3,175iApproximate average salary by contribution assumption: employee only about $79,377 at 4% or $52,918 at 6%; with 50% employer match about $52,918 at 4% or $35,279 at 6%; with 100% employer match about $39,689 at 4% or $26,459 at 6%.
Lionetti Associates 401K Plan-122$3,726,461$387,362$3,175iApproximate average salary by contribution assumption: employee only about $79,377 at 4% or $52,918 at 6%; with 50% employer match about $52,918 at 4% or $35,279 at 6%; with 100% employer match about $39,689 at 4% or $26,459 at 6%.
20061131$3,315,599$370,665$2,830iApproximate average salary by contribution assumption: employee only about $70,738 at 4% or $47,158 at 6%; with 50% employer match about $47,158 at 4% or $31,439 at 6%; with 100% employer match about $35,369 at 4% or $23,579 at 6%.
Lionetti Associates 401K Plan-131$3,315,599$370,665$2,830iApproximate average salary by contribution assumption: employee only about $70,738 at 4% or $47,158 at 6%; with 50% employer match about $47,158 at 4% or $31,439 at 6%; with 100% employer match about $35,369 at 4% or $23,579 at 6%.
2002162$1,221,641$181,316$2,924iApproximate average salary by contribution assumption: employee only about $73,111 at 4% or $48,741 at 6%; with 50% employer match about $48,741 at 4% or $32,494 at 6%; with 100% employer match about $36,556 at 4% or $24,370 at 6%.
Lionetti Associates 401K Plan-62$1,221,641$181,316$2,924iApproximate average salary by contribution assumption: employee only about $73,111 at 4% or $48,741 at 6%; with 50% employer match about $48,741 at 4% or $32,494 at 6%; with 100% employer match about $36,556 at 4% or $24,370 at 6%.
2001163$0$0-
Lionetti Associates 401K Plan-63---
2000145$1,148,893$213,719$4,749iApproximate average salary by contribution assumption: employee only about $118,733 at 4% or $79,155 at 6%; with 50% employer match about $79,155 at 4% or $52,770 at 6%; with 100% employer match about $59,366 at 4% or $39,578 at 6%.
Lionetti Associates 401K Plan-45$1,148,893$213,719$4,749iApproximate average salary by contribution assumption: employee only about $118,733 at 4% or $79,155 at 6%; with 50% employer match about $79,155 at 4% or $52,770 at 6%; with 100% employer match about $59,366 at 4% or $39,578 at 6%.
1999141$1,014,183$139,753$3,409iApproximate average salary by contribution assumption: employee only about $85,215 at 4% or $56,810 at 6%; with 50% employer match about $56,810 at 4% or $37,873 at 6%; with 100% employer match about $42,608 at 4% or $28,405 at 6%.
Lionetti Associates 401K Plan-41$1,014,183$139,753$3,409iApproximate average salary by contribution assumption: employee only about $85,215 at 4% or $56,810 at 6%; with 50% employer match about $56,810 at 4% or $37,873 at 6%; with 100% employer match about $42,608 at 4% or $28,405 at 6%.