LUNDY, FLITTER, BELDECOS & BERGER, P.C.
Plan context: LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN
EIN 23-2433052 • Narberth, PA • 40 filings • 8 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$9,992,775
2025 Contributions
$418,549
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 15 | $9,992,775 | $418,549 | $27,903iApproximate average salary by contribution assumption: employee only about $697,582 at 4% or $465,054 at 6%; with 50% employer match about $465,054 at 4% or $310,036 at 6%; with 100% employer match about $348,791 at 4% or $232,527 at 6%. |
| LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN | - | 15 | $9,992,775 | $418,549 | $27,903iApproximate average salary by contribution assumption: employee only about $697,582 at 4% or $465,054 at 6%; with 50% employer match about $465,054 at 4% or $310,036 at 6%; with 100% employer match about $348,791 at 4% or $232,527 at 6%. |
| 2024 | 1 | 14 | $8,520,321 | $421,426 | $30,102iApproximate average salary by contribution assumption: employee only about $752,546 at 4% or $501,698 at 6%; with 50% employer match about $501,698 at 4% or $334,465 at 6%; with 100% employer match about $376,273 at 4% or $250,849 at 6%. |
| LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN | - | 14 | $8,520,321 | $421,426 | $30,102iApproximate average salary by contribution assumption: employee only about $752,546 at 4% or $501,698 at 6%; with 50% employer match about $501,698 at 4% or $334,465 at 6%; with 100% employer match about $376,273 at 4% or $250,849 at 6%. |
| 2023 | 1 | 14 | $7,493,784 | $374,169 | $26,726iApproximate average salary by contribution assumption: employee only about $668,159 at 4% or $445,439 at 6%; with 50% employer match about $445,439 at 4% or $296,960 at 6%; with 100% employer match about $334,079 at 4% or $222,720 at 6%. |
| LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN | - | 14 | $7,493,784 | $374,169 | $26,726iApproximate average salary by contribution assumption: employee only about $668,159 at 4% or $445,439 at 6%; with 50% employer match about $445,439 at 4% or $296,960 at 6%; with 100% employer match about $334,079 at 4% or $222,720 at 6%. |
| 2022 | 1 | 15 | $6,365,483 | $327,531 | $21,835iApproximate average salary by contribution assumption: employee only about $545,885 at 4% or $363,923 at 6%; with 50% employer match about $363,923 at 4% or $242,616 at 6%; with 100% employer match about $272,943 at 4% or $181,962 at 6%. |
| LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN | - | 15 | $6,365,483 | $327,531 | $21,835iApproximate average salary by contribution assumption: employee only about $545,885 at 4% or $363,923 at 6%; with 50% employer match about $363,923 at 4% or $242,616 at 6%; with 100% employer match about $272,943 at 4% or $181,962 at 6%. |
| 2021 | 1 | 17 | $7,846,745 | $399,793 | $23,517iApproximate average salary by contribution assumption: employee only about $587,931 at 4% or $391,954 at 6%; with 50% employer match about $391,954 at 4% or $261,303 at 6%; with 100% employer match about $293,965 at 4% or $195,977 at 6%. |
| LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN | - | 17 | $7,846,745 | $399,793 | $23,517iApproximate average salary by contribution assumption: employee only about $587,931 at 4% or $391,954 at 6%; with 50% employer match about $391,954 at 4% or $261,303 at 6%; with 100% employer match about $293,965 at 4% or $195,977 at 6%. |
| 2020 | 1 | 17 | $6,766,800 | $373,622 | $21,978iApproximate average salary by contribution assumption: employee only about $549,444 at 4% or $366,296 at 6%; with 50% employer match about $366,296 at 4% or $244,197 at 6%; with 100% employer match about $274,722 at 4% or $183,148 at 6%. |
| LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN | - | 17 | $6,766,800 | $373,622 | $21,978iApproximate average salary by contribution assumption: employee only about $549,444 at 4% or $366,296 at 6%; with 50% employer match about $366,296 at 4% or $244,197 at 6%; with 100% employer match about $274,722 at 4% or $183,148 at 6%. |
| 2019 | 1 | 17 | $5,724,749 | $342,705 | $20,159iApproximate average salary by contribution assumption: employee only about $503,978 at 4% or $335,985 at 6%; with 50% employer match about $335,985 at 4% or $223,990 at 6%; with 100% employer match about $251,989 at 4% or $167,993 at 6%. |
| LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN | - | 17 | $5,724,749 | $342,705 | $20,159iApproximate average salary by contribution assumption: employee only about $503,978 at 4% or $335,985 at 6%; with 50% employer match about $335,985 at 4% or $223,990 at 6%; with 100% employer match about $251,989 at 4% or $167,993 at 6%. |
| 2018 | 1 | 17 | $4,592,523 | $302,705 | $17,806iApproximate average salary by contribution assumption: employee only about $445,154 at 4% or $296,770 at 6%; with 50% employer match about $296,770 at 4% or $197,846 at 6%; with 100% employer match about $222,577 at 4% or $148,385 at 6%. |
| LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN | - | 17 | $4,592,523 | $302,705 | $17,806iApproximate average salary by contribution assumption: employee only about $445,154 at 4% or $296,770 at 6%; with 50% employer match about $296,770 at 4% or $197,846 at 6%; with 100% employer match about $222,577 at 4% or $148,385 at 6%. |
| 2017 | 1 | 16 | $4,818,734 | $283,294 | $17,706iApproximate average salary by contribution assumption: employee only about $442,647 at 4% or $295,098 at 6%; with 50% employer match about $295,098 at 4% or $196,732 at 6%; with 100% employer match about $221,323 at 4% or $147,549 at 6%. |
| LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN | - | 16 | $4,818,734 | $283,294 | $17,706iApproximate average salary by contribution assumption: employee only about $442,647 at 4% or $295,098 at 6%; with 50% employer match about $295,098 at 4% or $196,732 at 6%; with 100% employer match about $221,323 at 4% or $147,549 at 6%. |
| 2016 | 1 | 16 | $3,967,951 | $270,145 | $16,884iApproximate average salary by contribution assumption: employee only about $422,102 at 4% or $281,401 at 6%; with 50% employer match about $281,401 at 4% or $187,601 at 6%; with 100% employer match about $211,051 at 4% or $140,701 at 6%. |
| LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN | - | 16 | $3,967,951 | $270,145 | $16,884iApproximate average salary by contribution assumption: employee only about $422,102 at 4% or $281,401 at 6%; with 50% employer match about $281,401 at 4% or $187,601 at 6%; with 100% employer match about $211,051 at 4% or $140,701 at 6%. |
| 2015 | 1 | 16 | $3,434,931 | $271,751 | $16,984iApproximate average salary by contribution assumption: employee only about $424,611 at 4% or $283,074 at 6%; with 50% employer match about $283,074 at 4% or $188,716 at 6%; with 100% employer match about $212,305 at 4% or $141,537 at 6%. |
| LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN | - | 16 | $3,434,931 | $271,751 | $16,984iApproximate average salary by contribution assumption: employee only about $424,611 at 4% or $283,074 at 6%; with 50% employer match about $283,074 at 4% or $188,716 at 6%; with 100% employer match about $212,305 at 4% or $141,537 at 6%. |
| 2014 | 1 | 16 | $3,251,172 | $264,322 | $16,520iApproximate average salary by contribution assumption: employee only about $413,003 at 4% or $275,335 at 6%; with 50% employer match about $275,335 at 4% or $183,557 at 6%; with 100% employer match about $206,502 at 4% or $137,668 at 6%. |
| LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN | - | 16 | $3,251,172 | $264,322 | $16,520iApproximate average salary by contribution assumption: employee only about $413,003 at 4% or $275,335 at 6%; with 50% employer match about $275,335 at 4% or $183,557 at 6%; with 100% employer match about $206,502 at 4% or $137,668 at 6%. |
| 2013 | 1 | 16 | $2,882,108 | $228,461 | $14,279iApproximate average salary by contribution assumption: employee only about $356,970 at 4% or $237,980 at 6%; with 50% employer match about $237,980 at 4% or $158,653 at 6%; with 100% employer match about $178,485 at 4% or $118,990 at 6%. |
| LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN | - | 16 | $2,882,108 | $228,461 | $14,279iApproximate average salary by contribution assumption: employee only about $356,970 at 4% or $237,980 at 6%; with 50% employer match about $237,980 at 4% or $158,653 at 6%; with 100% employer match about $178,485 at 4% or $118,990 at 6%. |
| 2012 | 1 | 16 | $2,303,195 | $151,925 | $9,495iApproximate average salary by contribution assumption: employee only about $237,383 at 4% or $158,255 at 6%; with 50% employer match about $158,255 at 4% or $105,503 at 6%; with 100% employer match about $118,691 at 4% or $79,128 at 6%. |
| LUNDY, BELDECOS & MILBY, PC 401(K) PROFIT SHARING PLAN | - | 16 | $2,303,195 | $151,925 | $9,495iApproximate average salary by contribution assumption: employee only about $237,383 at 4% or $158,255 at 6%; with 50% employer match about $158,255 at 4% or $105,503 at 6%; with 100% employer match about $118,691 at 4% or $79,128 at 6%. |
| 2011 | 2 | 25 | $3,426,731 | $658,957 | $26,358iApproximate average salary by contribution assumption: employee only about $658,957 at 4% or $439,305 at 6%; with 50% employer match about $439,305 at 4% or $292,870 at 6%; with 100% employer match about $329,479 at 4% or $219,652 at 6%. |
| LUNDY FLITTER BELDECOS & BERGER, P.C. PROFIT SHARING PLAN | - | 25 | $2,527,624 | $577,729 | $23,109iApproximate average salary by contribution assumption: employee only about $577,729 at 4% or $385,153 at 6%; with 50% employer match about $385,153 at 4% or $256,768 at 6%; with 100% employer match about $288,865 at 4% or $192,576 at 6%. |
| LUNDY FLITTER BELDECOS & BERGER, P.C. PROFIT SHARING PLAN 3 | - | 2 | $899,107 | $81,228 | $40,614iApproximate average salary by contribution assumption: employee only about $1,015,350 at 4% or $676,900 at 6%; with 50% employer match about $676,900 at 4% or $451,267 at 6%; with 100% employer match about $507,675 at 4% or $338,450 at 6%. |
| 2010 | 2 | 22 | $2,928,605 | $361,033 | $16,411iApproximate average salary by contribution assumption: employee only about $410,265 at 4% or $273,510 at 6%; with 50% employer match about $273,510 at 4% or $182,340 at 6%; with 100% employer match about $205,132 at 4% or $136,755 at 6%. |
| LUNDY FLITTER BELDECOS & BERGER, P.C. PROFIT SHARING PLAN | - | 22 | $2,101,520 | $303,103 | $13,777iApproximate average salary by contribution assumption: employee only about $344,435 at 4% or $229,623 at 6%; with 50% employer match about $229,623 at 4% or $153,082 at 6%; with 100% employer match about $172,218 at 4% or $114,812 at 6%. |
| LUNDY FLITTER BELDECOS & BERGER, P.C. PROFIT SHARING PLAN 3 | - | 2 | $827,085 | $57,930 | $28,965iApproximate average salary by contribution assumption: employee only about $724,125 at 4% or $482,750 at 6%; with 50% employer match about $482,750 at 4% or $321,833 at 6%; with 100% employer match about $362,063 at 4% or $241,375 at 6%. |
| 2009 | 2 | 25 | $2,289,855 | $348,737 | $13,949iApproximate average salary by contribution assumption: employee only about $348,737 at 4% or $232,491 at 6%; with 50% employer match about $232,491 at 4% or $154,994 at 6%; with 100% employer match about $174,369 at 4% or $116,246 at 6%. |
| LUNDY FLITTER BELDECOS & BERGER, P.C. PROFIT SHARING PLAN | - | 25 | $1,603,805 | $267,647 | $10,706iApproximate average salary by contribution assumption: employee only about $267,647 at 4% or $178,431 at 6%; with 50% employer match about $178,431 at 4% or $118,954 at 6%; with 100% employer match about $133,824 at 4% or $89,216 at 6%. |
| LUNDY FLITTER BELDECOS & BERGER, P.C. PROFIT SHARING PLAN 3 | - | 2 | $686,050 | $81,090 | $40,545iApproximate average salary by contribution assumption: employee only about $1,013,625 at 4% or $675,750 at 6%; with 50% employer match about $675,750 at 4% or $450,500 at 6%; with 100% employer match about $506,813 at 4% or $337,875 at 6%. |
| 2008 | 2 | 18 | $1,464,880 | $267,348 | $14,853iApproximate average salary by contribution assumption: employee only about $371,317 at 4% or $247,544 at 6%; with 50% employer match about $247,544 at 4% or $165,030 at 6%; with 100% employer match about $185,658 at 4% or $123,772 at 6%. |
| LUNDY FLITTER BELDECOS & BERGER, P.C. PROFIT SHARING PLAN | - | 18 | $985,718 | $196,811 | $10,934iApproximate average salary by contribution assumption: employee only about $273,349 at 4% or $182,232 at 6%; with 50% employer match about $182,232 at 4% or $121,488 at 6%; with 100% employer match about $136,674 at 4% or $91,116 at 6%. |
| LUNDY FLITTER BELDECOS & BERGER, P.C. PROFIT SHARING PLAN 3 | - | 2 | $479,162 | $70,537 | $35,269iApproximate average salary by contribution assumption: employee only about $881,713 at 4% or $587,808 at 6%; with 50% employer match about $587,808 at 4% or $391,872 at 6%; with 100% employer match about $440,856 at 4% or $293,904 at 6%. |
| 2007 | 2 | 17 | $1,835,156 | $265,450 | $15,615iApproximate average salary by contribution assumption: employee only about $390,368 at 4% or $260,245 at 6%; with 50% employer match about $260,245 at 4% or $173,497 at 6%; with 100% employer match about $195,184 at 4% or $130,123 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN | - | 17 | $1,243,061 | $196,414 | $11,554iApproximate average salary by contribution assumption: employee only about $288,844 at 4% or $192,563 at 6%; with 50% employer match about $192,563 at 4% or $128,375 at 6%; with 100% employer match about $144,422 at 4% or $96,281 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN 3 | - | 2 | $592,095 | $69,036 | $34,518iApproximate average salary by contribution assumption: employee only about $862,950 at 4% or $575,300 at 6%; with 50% employer match about $575,300 at 4% or $383,533 at 6%; with 100% employer match about $431,475 at 4% or $287,650 at 6%. |
| 2006 | 2 | 16 | $1,492,226 | $234,060 | $14,629iApproximate average salary by contribution assumption: employee only about $365,719 at 4% or $243,813 at 6%; with 50% employer match about $243,813 at 4% or $162,542 at 6%; with 100% employer match about $182,859 at 4% or $121,906 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN | - | 16 | $977,340 | $166,958 | $10,435iApproximate average salary by contribution assumption: employee only about $260,872 at 4% or $173,915 at 6%; with 50% employer match about $173,915 at 4% or $115,943 at 6%; with 100% employer match about $130,436 at 4% or $86,957 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN 3 | - | 2 | $514,886 | $67,102 | $33,551iApproximate average salary by contribution assumption: employee only about $838,775 at 4% or $559,183 at 6%; with 50% employer match about $559,183 at 4% or $372,789 at 6%; with 100% employer match about $419,388 at 4% or $279,592 at 6%. |
| 2005 | 2 | 12 | $1,121,138 | $201,552 | $16,796iApproximate average salary by contribution assumption: employee only about $419,900 at 4% or $279,933 at 6%; with 50% employer match about $279,933 at 4% or $186,622 at 6%; with 100% employer match about $209,950 at 4% or $139,967 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN | - | 12 | $722,689 | $138,484 | $11,540iApproximate average salary by contribution assumption: employee only about $288,508 at 4% or $192,339 at 6%; with 50% employer match about $192,339 at 4% or $128,226 at 6%; with 100% employer match about $144,254 at 4% or $96,169 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN 3 | - | 2 | $398,449 | $63,068 | $31,534iApproximate average salary by contribution assumption: employee only about $788,350 at 4% or $525,567 at 6%; with 50% employer match about $525,567 at 4% or $350,378 at 6%; with 100% employer match about $394,175 at 4% or $262,783 at 6%. |
| 2004 | 3 | 13 | $870,062 | $165,446 | $12,727iApproximate average salary by contribution assumption: employee only about $318,165 at 4% or $212,110 at 6%; with 50% employer match about $212,110 at 4% or $141,407 at 6%; with 100% employer match about $159,083 at 4% or $106,055 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN | - | 13 | $536,749 | $104,212 | $8,016iApproximate average salary by contribution assumption: employee only about $200,408 at 4% or $133,605 at 6%; with 50% employer match about $133,605 at 4% or $89,070 at 6%; with 100% employer match about $100,204 at 4% or $66,803 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN 3 | - | 2 | $333,313 | $46,234 | $23,117iApproximate average salary by contribution assumption: employee only about $577,925 at 4% or $385,283 at 6%; with 50% employer match about $385,283 at 4% or $256,856 at 6%; with 100% employer match about $288,963 at 4% or $192,642 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN 2 | - | 0 | - | $15,000 | - |
| 2003 | 3 | 11 | $635,740 | $99,752 | $9,068iApproximate average salary by contribution assumption: employee only about $226,709 at 4% or $151,139 at 6%; with 50% employer match about $151,139 at 4% or $100,760 at 6%; with 100% employer match about $113,355 at 4% or $75,570 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN | - | 11 | $308,196 | $50,409 | $4,583iApproximate average salary by contribution assumption: employee only about $114,566 at 4% or $76,377 at 6%; with 50% employer match about $76,377 at 4% or $50,918 at 6%; with 100% employer match about $57,283 at 4% or $38,189 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN 3 | - | 2 | $252,493 | $41,951 | $20,976iApproximate average salary by contribution assumption: employee only about $524,388 at 4% or $349,592 at 6%; with 50% employer match about $349,592 at 4% or $233,061 at 6%; with 100% employer match about $262,194 at 4% or $174,796 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN 2 | - | 1 | $75,051 | $7,392 | $7,392iApproximate average salary by contribution assumption: employee only about $184,800 at 4% or $123,200 at 6%; with 50% employer match about $123,200 at 4% or $82,133 at 6%; with 100% employer match about $92,400 at 4% or $61,600 at 6%. |
| 2002 | 2 | 13 | $423,604 | $106,707 | $8,208iApproximate average salary by contribution assumption: employee only about $205,206 at 4% or $136,804 at 6%; with 50% employer match about $136,804 at 4% or $91,203 at 6%; with 100% employer match about $102,603 at 4% or $68,402 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN | - | 13 | $369,173 | $98,937 | $7,611iApproximate average salary by contribution assumption: employee only about $190,263 at 4% or $126,842 at 6%; with 50% employer match about $126,842 at 4% or $84,562 at 6%; with 100% employer match about $95,132 at 4% or $63,421 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER PROFIT SHARING P LAN 2 | - | 1 | $54,431 | $7,770 | $7,770iApproximate average salary by contribution assumption: employee only about $194,250 at 4% or $129,500 at 6%; with 50% employer match about $129,500 at 4% or $86,333 at 6%; with 100% employer match about $97,125 at 4% or $64,750 at 6%. |
| 2001 | 2 | 11 | $0 | $0 | - |
| LUNDY, FLITTER, BELDECOS & BERGER PROFIT SHARING P LAN 2 | - | 1 | - | - | - |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN | - | 11 | - | - | - |
| 2000 | 2 | 11 | $386,658 | $102,264 | $9,297iApproximate average salary by contribution assumption: employee only about $232,418 at 4% or $154,945 at 6%; with 50% employer match about $154,945 at 4% or $103,297 at 6%; with 100% employer match about $116,209 at 4% or $77,473 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER, P.C. PROFIT SHARING PLAN | - | 11 | $323,986 | $90,084 | $8,189iApproximate average salary by contribution assumption: employee only about $204,736 at 4% or $136,491 at 6%; with 50% employer match about $136,491 at 4% or $90,994 at 6%; with 100% employer match about $102,368 at 4% or $68,245 at 6%. |
| LUNDY, FLITTER, BELDECOS & BERGER PROFIT SHARING PLAN | - | 1 | $62,672 | $12,180 | $12,180iApproximate average salary by contribution assumption: employee only about $304,500 at 4% or $203,000 at 6%; with 50% employer match about $203,000 at 4% or $135,333 at 6%; with 100% employer match about $152,250 at 4% or $101,500 at 6%. |