Civic Intelligence

Lonergan Partners

Plan context: Lonergan Partners 401(K) Plan

EIN 26-0016718 • Woodside, CA • 22 filings • 3 plans

81 Oak Haven WayWoodside, CA 94062
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$3,856,258

2025 Contributions

$112,132

Historical Graphs

Total Assets Over Time

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

$3,856,258$1,928,129$0200420152025YearValue
$3,856,258Latest year 2025

Participants Over Time

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

1680200420152025YearValue
9Latest 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
202519$3,856,258$112,132$12,459iApproximate average salary by contribution assumption: employee only about $311,478 at 4% or $207,652 at 6%; with 50% employer match about $207,652 at 4% or $138,435 at 6%; with 100% employer match about $155,739 at 4% or $103,826 at 6%.
Lonergan Partners 401(K) Plan-9$3,856,258$112,132$12,459iApproximate average salary by contribution assumption: employee only about $311,478 at 4% or $207,652 at 6%; with 50% employer match about $207,652 at 4% or $138,435 at 6%; with 100% employer match about $155,739 at 4% or $103,826 at 6%.
202419$3,247,853$107,473$11,941iApproximate average salary by contribution assumption: employee only about $298,536 at 4% or $199,024 at 6%; with 50% employer match about $199,024 at 4% or $132,683 at 6%; with 100% employer match about $149,268 at 4% or $99,512 at 6%.
Lonergan Partners 401(K) Plan-9$3,247,853$107,473$11,941iApproximate average salary by contribution assumption: employee only about $298,536 at 4% or $199,024 at 6%; with 50% employer match about $199,024 at 4% or $132,683 at 6%; with 100% employer match about $149,268 at 4% or $99,512 at 6%.
202318$2,771,249$64,945$8,118iApproximate average salary by contribution assumption: employee only about $202,953 at 4% or $135,302 at 6%; with 50% employer match about $135,302 at 4% or $90,201 at 6%; with 100% employer match about $101,477 at 4% or $67,651 at 6%.
Lonergan Partners 401(K) Plan-8$2,771,249$64,945$8,118iApproximate average salary by contribution assumption: employee only about $202,953 at 4% or $135,302 at 6%; with 50% employer match about $135,302 at 4% or $90,201 at 6%; with 100% employer match about $101,477 at 4% or $67,651 at 6%.
202218$2,666,717$94,892$11,862iApproximate average salary by contribution assumption: employee only about $296,538 at 4% or $197,692 at 6%; with 50% employer match about $197,692 at 4% or $131,794 at 6%; with 100% employer match about $148,269 at 4% or $98,846 at 6%.
Lonergan Partners 401(K) Plan-8$2,666,717$94,892$11,862iApproximate average salary by contribution assumption: employee only about $296,538 at 4% or $197,692 at 6%; with 50% employer match about $197,692 at 4% or $131,794 at 6%; with 100% employer match about $148,269 at 4% or $98,846 at 6%.
2021111$3,584,378$98,007$8,910iApproximate average salary by contribution assumption: employee only about $222,743 at 4% or $148,495 at 6%; with 50% employer match about $148,495 at 4% or $98,997 at 6%; with 100% employer match about $111,372 at 4% or $74,248 at 6%.
Lonergan Partners 401(K) Plan-11$3,584,378$98,007$8,910iApproximate average salary by contribution assumption: employee only about $222,743 at 4% or $148,495 at 6%; with 50% employer match about $148,495 at 4% or $98,997 at 6%; with 100% employer match about $111,372 at 4% or $74,248 at 6%.
2020111$3,088,941$105,368$9,579iApproximate average salary by contribution assumption: employee only about $239,473 at 4% or $159,648 at 6%; with 50% employer match about $159,648 at 4% or $106,432 at 6%; with 100% employer match about $119,736 at 4% or $79,824 at 6%.
Lonergan Partners 401(K) Plan-11$3,088,941$105,368$9,579iApproximate average salary by contribution assumption: employee only about $239,473 at 4% or $159,648 at 6%; with 50% employer match about $159,648 at 4% or $106,432 at 6%; with 100% employer match about $119,736 at 4% or $79,824 at 6%.
2019111$2,574,556$130,184$11,835iApproximate average salary by contribution assumption: employee only about $295,873 at 4% or $197,248 at 6%; with 50% employer match about $197,248 at 4% or $131,499 at 6%; with 100% employer match about $147,936 at 4% or $98,624 at 6%.
Lonergan Partners 401(K) Plan-11$2,574,556$130,184$11,835iApproximate average salary by contribution assumption: employee only about $295,873 at 4% or $197,248 at 6%; with 50% employer match about $197,248 at 4% or $131,499 at 6%; with 100% employer match about $147,936 at 4% or $98,624 at 6%.
2018111$2,008,410$143,117$13,011iApproximate average salary by contribution assumption: employee only about $325,266 at 4% or $216,844 at 6%; with 50% employer match about $216,844 at 4% or $144,563 at 6%; with 100% employer match about $162,633 at 4% or $108,422 at 6%.
Lonergan Partners 401(K) Plan-11$2,008,410$143,117$13,011iApproximate average salary by contribution assumption: employee only about $325,266 at 4% or $216,844 at 6%; with 50% employer match about $216,844 at 4% or $144,563 at 6%; with 100% employer match about $162,633 at 4% or $108,422 at 6%.
2017113$2,116,519$152,072$11,698iApproximate average salary by contribution assumption: employee only about $292,446 at 4% or $194,964 at 6%; with 50% employer match about $194,964 at 4% or $129,976 at 6%; with 100% employer match about $146,223 at 4% or $97,482 at 6%.
Lonergan Partners 401(K) Plan-13$2,116,519$152,072$11,698iApproximate average salary by contribution assumption: employee only about $292,446 at 4% or $194,964 at 6%; with 50% employer match about $194,964 at 4% or $129,976 at 6%; with 100% employer match about $146,223 at 4% or $97,482 at 6%.
2016114$1,649,166$144,916$10,351iApproximate average salary by contribution assumption: employee only about $258,779 at 4% or $172,519 at 6%; with 50% employer match about $172,519 at 4% or $115,013 at 6%; with 100% employer match about $129,389 at 4% or $86,260 at 6%.
Lonergan Partners 401(K) Plan-14$1,649,166$144,916$10,351iApproximate average salary by contribution assumption: employee only about $258,779 at 4% or $172,519 at 6%; with 50% employer match about $172,519 at 4% or $115,013 at 6%; with 100% employer match about $129,389 at 4% or $86,260 at 6%.
2015115$1,435,291$136,772$9,118iApproximate average salary by contribution assumption: employee only about $227,953 at 4% or $151,969 at 6%; with 50% employer match about $151,969 at 4% or $101,313 at 6%; with 100% employer match about $113,977 at 4% or $75,984 at 6%.
Lonergan Partners 401(K) Plan-15$1,435,291$136,772$9,118iApproximate average salary by contribution assumption: employee only about $227,953 at 4% or $151,969 at 6%; with 50% employer match about $151,969 at 4% or $101,313 at 6%; with 100% employer match about $113,977 at 4% or $75,984 at 6%.
2014114$1,305,527$167,759$11,983iApproximate average salary by contribution assumption: employee only about $299,570 at 4% or $199,713 at 6%; with 50% employer match about $199,713 at 4% or $133,142 at 6%; with 100% employer match about $149,785 at 4% or $99,857 at 6%.
Lonergan Partners 401(K) Plan-14$1,305,527$167,759$11,983iApproximate average salary by contribution assumption: employee only about $299,570 at 4% or $199,713 at 6%; with 50% employer match about $199,713 at 4% or $133,142 at 6%; with 100% employer match about $149,785 at 4% or $99,857 at 6%.
2013114$1,086,614$108,347$7,739iApproximate average salary by contribution assumption: employee only about $193,477 at 4% or $128,985 at 6%; with 50% employer match about $128,985 at 4% or $85,990 at 6%; with 100% employer match about $96,738 at 4% or $64,492 at 6%.
Lonergan Partners 401(K) Plan-14$1,086,614$108,347$7,739iApproximate average salary by contribution assumption: employee only about $193,477 at 4% or $128,985 at 6%; with 50% employer match about $128,985 at 4% or $85,990 at 6%; with 100% employer match about $96,738 at 4% or $64,492 at 6%.
2012116$806,322$108,590$6,787iApproximate average salary by contribution assumption: employee only about $169,672 at 4% or $113,115 at 6%; with 50% employer match about $113,115 at 4% or $75,410 at 6%; with 100% employer match about $84,836 at 4% or $56,557 at 6%.
Lonergan Partners 401(K) Plan-16$806,322$108,590$6,787iApproximate average salary by contribution assumption: employee only about $169,672 at 4% or $113,115 at 6%; with 50% employer match about $113,115 at 4% or $75,410 at 6%; with 100% employer match about $84,836 at 4% or $56,557 at 6%.
2011115$672,739$129,552$8,637iApproximate average salary by contribution assumption: employee only about $215,920 at 4% or $143,947 at 6%; with 50% employer match about $143,947 at 4% or $95,964 at 6%; with 100% employer match about $107,960 at 4% or $71,973 at 6%.
Lonergan Partners 401(K) Plan-15$672,739$129,552$8,637iApproximate average salary by contribution assumption: employee only about $215,920 at 4% or $143,947 at 6%; with 50% employer match about $143,947 at 4% or $95,964 at 6%; with 100% employer match about $107,960 at 4% or $71,973 at 6%.
2010115$946,956$141,289$9,419iApproximate average salary by contribution assumption: employee only about $235,482 at 4% or $156,988 at 6%; with 50% employer match about $156,988 at 4% or $104,659 at 6%; with 100% employer match about $117,741 at 4% or $78,494 at 6%.
Lonergan Partners 401(K) Plan-15$946,956$141,289$9,419iApproximate average salary by contribution assumption: employee only about $235,482 at 4% or $156,988 at 6%; with 50% employer match about $156,988 at 4% or $104,659 at 6%; with 100% employer match about $117,741 at 4% or $78,494 at 6%.
2009113$770,691$118,131$9,087iApproximate average salary by contribution assumption: employee only about $227,175 at 4% or $151,450 at 6%; with 50% employer match about $151,450 at 4% or $100,967 at 6%; with 100% employer match about $113,588 at 4% or $75,725 at 6%.
Lonergan Partners 401(K) Plan-13$770,691$118,131$9,087iApproximate average salary by contribution assumption: employee only about $227,175 at 4% or $151,450 at 6%; with 50% employer match about $151,450 at 4% or $100,967 at 6%; with 100% employer match about $113,588 at 4% or $75,725 at 6%.
200818$544,038$127,232$15,904iApproximate average salary by contribution assumption: employee only about $397,600 at 4% or $265,067 at 6%; with 50% employer match about $265,067 at 4% or $176,711 at 6%; with 100% employer match about $198,800 at 4% or $132,533 at 6%.
Lonergan Partners 401(K) Plan-8$544,038$127,232$15,904iApproximate average salary by contribution assumption: employee only about $397,600 at 4% or $265,067 at 6%; with 50% employer match about $265,067 at 4% or $176,711 at 6%; with 100% employer match about $198,800 at 4% or $132,533 at 6%.
200719$0$0-
Lonergan Partners 401(K) Plan-9---
200617$464,049$180,707$25,815iApproximate average salary by contribution assumption: employee only about $645,382 at 4% or $430,255 at 6%; with 50% employer match about $430,255 at 4% or $286,837 at 6%; with 100% employer match about $322,691 at 4% or $215,127 at 6%.
Lonergan Partners 401(K) Plan-7$464,049$180,707$25,815iApproximate average salary by contribution assumption: employee only about $645,382 at 4% or $430,255 at 6%; with 50% employer match about $430,255 at 4% or $286,837 at 6%; with 100% employer match about $322,691 at 4% or $215,127 at 6%.
200518$284,467$162,886$20,361iApproximate average salary by contribution assumption: employee only about $509,019 at 4% or $339,346 at 6%; with 50% employer match about $339,346 at 4% or $226,231 at 6%; with 100% employer match about $254,509 at 4% or $169,673 at 6%.
Lonergan Partners 401(K) Plan-8$284,467$162,886$20,361iApproximate average salary by contribution assumption: employee only about $509,019 at 4% or $339,346 at 6%; with 50% employer match about $339,346 at 4% or $226,231 at 6%; with 100% employer match about $254,509 at 4% or $169,673 at 6%.
200416$109,452$109,392$18,232iApproximate average salary by contribution assumption: employee only about $455,800 at 4% or $303,867 at 6%; with 50% employer match about $303,867 at 4% or $202,578 at 6%; with 100% employer match about $227,900 at 4% or $151,933 at 6%.
Lonergan Partners 401(K) Plan-6$109,452$109,392$18,232iApproximate average salary by contribution assumption: employee only about $455,800 at 4% or $303,867 at 6%; with 50% employer match about $303,867 at 4% or $202,578 at 6%; with 100% employer match about $227,900 at 4% or $151,933 at 6%.