Civic Intelligence

Lunt & Kvarfordt LLC

Plan context: Lunt & Kvarfordt LLC 401(K) Profit Sharing Plan

EIN 26-0147804 • St. George, UT • 24 filings • 5 plans

295 S 1470 East, Ste 300St. George, UT 84790
Current Snapshot

Latest Year

2024

2024 Participants

32

2024 Assets

$7,456,686

2024 Contributions

$216,236

Historical Graphs

Total Assets Over Time

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

$7,456,686$3,728,343$0201320192024YearValue
$7,456,686Latest year 2024

Participants Over Time

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

46230201320192024YearValue
32Latest 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
2024232$7,456,686$216,236$6,757iApproximate average salary by contribution assumption: employee only about $168,934 at 4% or $112,623 at 6%; with 50% employer match about $112,623 at 4% or $75,082 at 6%; with 100% employer match about $84,467 at 4% or $56,311 at 6%.
Lunt & Kvarfordt LLC 401(K) Profit Sharing Plan-32$4,237,860$216,236$6,757iApproximate average salary by contribution assumption: employee only about $168,934 at 4% or $112,623 at 6%; with 50% employer match about $112,623 at 4% or $75,082 at 6%; with 100% employer match about $84,467 at 4% or $56,311 at 6%.
Lunt & Kvarfordt LLC Cash Balance Plan-23$3,218,826$0-
2023235$6,523,461$376,742$10,764iApproximate average salary by contribution assumption: employee only about $269,101 at 4% or $179,401 at 6%; with 50% employer match about $179,401 at 4% or $119,601 at 6%; with 100% employer match about $134,551 at 4% or $89,700 at 6%.
Lunt & Kvarfordt LLC 401(K) Profit Sharing Plan-35$3,642,101$200,742$5,735iApproximate average salary by contribution assumption: employee only about $143,387 at 4% or $95,591 at 6%; with 50% employer match about $95,591 at 4% or $63,728 at 6%; with 100% employer match about $71,694 at 4% or $47,796 at 6%.
Lunt & Kvarfordt LLC Cash Balance Plan-27$2,881,360$176,000$6,519iApproximate average salary by contribution assumption: employee only about $162,963 at 4% or $108,642 at 6%; with 50% employer match about $108,642 at 4% or $72,428 at 6%; with 100% employer match about $81,481 at 4% or $54,321 at 6%.
2022246$5,332,465$358,724$7,798iApproximate average salary by contribution assumption: employee only about $194,959 at 4% or $129,972 at 6%; with 50% employer match about $129,972 at 4% or $86,648 at 6%; with 100% employer match about $97,479 at 4% or $64,986 at 6%.
Lunt & Kvarfordt LLC 401(K) Profit Sharing Plan-46$3,035,423$182,724$3,972iApproximate average salary by contribution assumption: employee only about $99,307 at 4% or $66,204 at 6%; with 50% employer match about $66,204 at 4% or $44,136 at 6%; with 100% employer match about $49,653 at 4% or $33,102 at 6%.
Lunt & Kvarfordt LLC Cash Balance Plan-40$2,297,042$176,000$4,400iApproximate average salary by contribution assumption: employee only about $110,000 at 4% or $73,333 at 6%; with 50% employer match about $73,333 at 4% or $48,889 at 6%; with 100% employer match about $55,000 at 4% or $36,667 at 6%.
2021228$5,870,318$340,387$12,157iApproximate average salary by contribution assumption: employee only about $303,917 at 4% or $202,611 at 6%; with 50% employer match about $202,611 at 4% or $135,074 at 6%; with 100% employer match about $151,958 at 4% or $101,306 at 6%.
Lunt & Kvarfordt LLC 401(K) Profit Sharing Plan-25$3,350,296$188,096$7,524iApproximate average salary by contribution assumption: employee only about $188,096 at 4% or $125,397 at 6%; with 50% employer match about $125,397 at 4% or $83,598 at 6%; with 100% employer match about $94,048 at 4% or $62,699 at 6%.
Lunt & Kvarfordt LLC Cash Balance Plan-28$2,520,022$152,291$5,439iApproximate average salary by contribution assumption: employee only about $135,974 at 4% or $90,649 at 6%; with 50% employer match about $90,649 at 4% or $60,433 at 6%; with 100% employer match about $67,987 at 4% or $45,325 at 6%.
2020229$5,035,783$349,687$12,058iApproximate average salary by contribution assumption: employee only about $301,454 at 4% or $200,970 at 6%; with 50% employer match about $200,970 at 4% or $133,980 at 6%; with 100% employer match about $150,727 at 4% or $100,485 at 6%.
Lunt & Kvarfordt LLC 401(K) Profit Sharing Plan-29$2,861,206$198,090$6,831iApproximate average salary by contribution assumption: employee only about $170,767 at 4% or $113,845 at 6%; with 50% employer match about $113,845 at 4% or $75,897 at 6%; with 100% employer match about $85,384 at 4% or $56,922 at 6%.
Lunt & Kvarfordt LLC Cash Balance Plan-28$2,174,577$151,597$5,414iApproximate average salary by contribution assumption: employee only about $135,354 at 4% or $90,236 at 6%; with 50% employer match about $90,236 at 4% or $60,158 at 6%; with 100% employer match about $67,677 at 4% or $45,118 at 6%.
2019224$4,186,413$344,870$14,370iApproximate average salary by contribution assumption: employee only about $359,240 at 4% or $239,493 at 6%; with 50% employer match about $239,493 at 4% or $159,662 at 6%; with 100% employer match about $179,620 at 4% or $119,747 at 6%.
Lunt & Kvarfordt LLC 401(K) Profit Sharing Plan-24$2,367,436$188,539$7,856iApproximate average salary by contribution assumption: employee only about $196,395 at 4% or $130,930 at 6%; with 50% employer match about $130,930 at 4% or $87,287 at 6%; with 100% employer match about $98,197 at 4% or $65,465 at 6%.
Lunt & Kvarfordt LLC Cash Balance Plan-24$1,818,977$156,331$6,514iApproximate average salary by contribution assumption: employee only about $162,845 at 4% or $108,563 at 6%; with 50% employer match about $108,563 at 4% or $72,375 at 6%; with 100% employer match about $81,422 at 4% or $54,282 at 6%.
2018223$3,477,606$424,705$18,465iApproximate average salary by contribution assumption: employee only about $461,636 at 4% or $307,757 at 6%; with 50% employer match about $307,757 at 4% or $205,171 at 6%; with 100% employer match about $230,818 at 4% or $153,879 at 6%.
Lunt & Kvarfordt LLC 401(K) Profit Sharing Plan-23$1,842,939$176,605$7,678iApproximate average salary by contribution assumption: employee only about $191,962 at 4% or $127,975 at 6%; with 50% employer match about $127,975 at 4% or $85,316 at 6%; with 100% employer match about $95,981 at 4% or $63,987 at 6%.
Lunt & Kvarfordt LLC Cash Balance Plan-23$1,634,667$248,100$10,787iApproximate average salary by contribution assumption: employee only about $269,674 at 4% or $179,783 at 6%; with 50% employer match about $179,783 at 4% or $119,855 at 6%; with 100% employer match about $134,837 at 4% or $89,891 at 6%.
2017221$3,079,752$354,852$16,898iApproximate average salary by contribution assumption: employee only about $422,443 at 4% or $281,629 at 6%; with 50% employer match about $281,629 at 4% or $187,752 at 6%; with 100% employer match about $211,221 at 4% or $140,814 at 6%.
Lunt & Kvarfordt LLC 401(K) Profit Sharing Plan-21$1,788,727$207,894$9,900iApproximate average salary by contribution assumption: employee only about $247,493 at 4% or $164,995 at 6%; with 50% employer match about $164,995 at 4% or $109,997 at 6%; with 100% employer match about $123,746 at 4% or $82,498 at 6%.
Lunt & Kvarfordt LLC Cash Balance Plan-18$1,291,025$146,958$8,164iApproximate average salary by contribution assumption: employee only about $204,108 at 4% or $136,072 at 6%; with 50% employer match about $136,072 at 4% or $90,715 at 6%; with 100% employer match about $102,054 at 4% or $68,036 at 6%.
2016218$2,479,255$395,879$21,993iApproximate average salary by contribution assumption: employee only about $549,832 at 4% or $366,555 at 6%; with 50% employer match about $366,555 at 4% or $244,370 at 6%; with 100% employer match about $274,916 at 4% or $183,277 at 6%.
Lunt & Kvarfordt LLC 401(K) Profit Sharing Plan-18$1,394,957$167,108$9,284iApproximate average salary by contribution assumption: employee only about $232,094 at 4% or $154,730 at 6%; with 50% employer match about $154,730 at 4% or $103,153 at 6%; with 100% employer match about $116,047 at 4% or $77,365 at 6%.
Lunt & Kvarfordt LLC Cash Balance Plan-18$1,084,298$228,771$12,710iApproximate average salary by contribution assumption: employee only about $317,738 at 4% or $211,825 at 6%; with 50% employer match about $211,825 at 4% or $141,217 at 6%; with 100% employer match about $158,869 at 4% or $105,913 at 6%.
2015216$1,981,858$358,275$22,392iApproximate average salary by contribution assumption: employee only about $559,805 at 4% or $373,203 at 6%; with 50% employer match about $373,203 at 4% or $248,802 at 6%; with 100% employer match about $279,902 at 4% or $186,602 at 6%.
Lunt & Kvarfordt LLC 401(K) Profit Sharing Plan-16$1,128,668$145,275$9,080iApproximate average salary by contribution assumption: employee only about $226,992 at 4% or $151,328 at 6%; with 50% employer match about $151,328 at 4% or $100,885 at 6%; with 100% employer match about $113,496 at 4% or $75,664 at 6%.
Lunt & Kvarfordt LLC Cash Balance Plan-16$853,190$213,000$13,313iApproximate average salary by contribution assumption: employee only about $332,813 at 4% or $221,875 at 6%; with 50% employer match about $221,875 at 4% or $147,917 at 6%; with 100% employer match about $166,406 at 4% or $110,938 at 6%.
2014225$1,674,618$262,218$10,489iApproximate average salary by contribution assumption: employee only about $262,218 at 4% or $174,812 at 6%; with 50% employer match about $174,812 at 4% or $116,541 at 6%; with 100% employer match about $131,109 at 4% or $87,406 at 6%.
Lunt & Kvarfordt LLC 401(K) Profit Sharing Plan-25$1,027,192$112,218$4,489iApproximate average salary by contribution assumption: employee only about $112,218 at 4% or $74,812 at 6%; with 50% employer match about $74,812 at 4% or $49,875 at 6%; with 100% employer match about $56,109 at 4% or $37,406 at 6%.
Lunt & Kvarfordt LLC Cash Balance Plan-17$647,426$150,000$8,824iApproximate average salary by contribution assumption: employee only about $220,588 at 4% or $147,059 at 6%; with 50% employer match about $147,059 at 4% or $98,039 at 6%; with 100% employer match about $110,294 at 4% or $73,529 at 6%.
2013224$1,350,131$259,270$10,803iApproximate average salary by contribution assumption: employee only about $270,073 at 4% or $180,049 at 6%; with 50% employer match about $180,049 at 4% or $120,032 at 6%; with 100% employer match about $135,036 at 4% or $90,024 at 6%.
Lunt & Kvarfordt LLC 401(K) Profit Sharing Plan-24$863,927$127,418$5,309iApproximate average salary by contribution assumption: employee only about $132,727 at 4% or $88,485 at 6%; with 50% employer match about $88,485 at 4% or $58,990 at 6%; with 100% employer match about $66,364 at 4% or $44,242 at 6%.
Lunt & Kvarfordt LLC Cash Balance Plan-18$486,204$131,852$7,325iApproximate average salary by contribution assumption: employee only about $183,128 at 4% or $122,085 at 6%; with 50% employer match about $122,085 at 4% or $81,390 at 6%; with 100% employer match about $91,564 at 4% or $61,043 at 6%.