Civic Intelligence

LANIER ASSET MANAGEMENT, LLC

Plan context: LANIER ASSET MANAGEMENT LLC 401(K) PLAN

EIN 27-0476859 • Louisville, KY • 7 filings • 1 plans

2321 Lime Kiln LaneSuite DLouisville, KY 40222
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$373,898

2025 Contributions

$50,168

Historical Graphs

Total Assets Over Time

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

$373,898$186,949$0201920222025YearValue
$373,898Latest year 2025

Participants Over Time

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

530201920222025YearValue
2Latest 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
202512$373,898$50,168$25,084iApproximate average salary by contribution assumption: employee only about $627,100 at 4% or $418,067 at 6%; with 50% employer match about $418,067 at 4% or $278,711 at 6%; with 100% employer match about $313,550 at 4% or $209,033 at 6%.
LANIER ASSET MANAGEMENT LLC 401(K) PLAN-2$373,898$50,168$25,084iApproximate average salary by contribution assumption: employee only about $627,100 at 4% or $418,067 at 6%; with 50% employer match about $418,067 at 4% or $278,711 at 6%; with 100% employer match about $313,550 at 4% or $209,033 at 6%.
202412$275,268$44,781$22,391iApproximate average salary by contribution assumption: employee only about $559,763 at 4% or $373,175 at 6%; with 50% employer match about $373,175 at 4% or $248,783 at 6%; with 100% employer match about $279,881 at 4% or $186,588 at 6%.
LANIER ASSET MANAGEMENT LLC 401(K) PLAN-2$275,268$44,781$22,391iApproximate average salary by contribution assumption: employee only about $559,763 at 4% or $373,175 at 6%; with 50% employer match about $373,175 at 4% or $248,783 at 6%; with 100% employer match about $279,881 at 4% or $186,588 at 6%.
202312$186,030$29,731$14,866iApproximate average salary by contribution assumption: employee only about $371,638 at 4% or $247,758 at 6%; with 50% employer match about $247,758 at 4% or $165,172 at 6%; with 100% employer match about $185,819 at 4% or $123,879 at 6%.
LANIER ASSET MANAGEMENT LLC 401(K) PLAN-2$186,030$29,731$14,866iApproximate average salary by contribution assumption: employee only about $371,638 at 4% or $247,758 at 6%; with 50% employer match about $247,758 at 4% or $165,172 at 6%; with 100% employer match about $185,819 at 4% or $123,879 at 6%.
202212$128,973$44,663$22,332iApproximate average salary by contribution assumption: employee only about $558,288 at 4% or $372,192 at 6%; with 50% employer match about $372,192 at 4% or $248,128 at 6%; with 100% employer match about $279,144 at 4% or $186,096 at 6%.
LANIER ASSET MANAGEMENT LLC 401(K) PLAN-2$128,973$44,663$22,332iApproximate average salary by contribution assumption: employee only about $558,288 at 4% or $372,192 at 6%; with 50% employer match about $372,192 at 4% or $248,128 at 6%; with 100% employer match about $279,144 at 4% or $186,096 at 6%.
202114$203,688$55,684$13,921iApproximate average salary by contribution assumption: employee only about $348,025 at 4% or $232,017 at 6%; with 50% employer match about $232,017 at 4% or $154,678 at 6%; with 100% employer match about $174,013 at 4% or $116,008 at 6%.
LANIER ASSET MANAGEMENT LLC 401(K) PLAN-4$203,688$55,684$13,921iApproximate average salary by contribution assumption: employee only about $348,025 at 4% or $232,017 at 6%; with 50% employer match about $232,017 at 4% or $154,678 at 6%; with 100% employer match about $174,013 at 4% or $116,008 at 6%.
202014$114,892$55,895$13,974iApproximate average salary by contribution assumption: employee only about $349,344 at 4% or $232,896 at 6%; with 50% employer match about $232,896 at 4% or $155,264 at 6%; with 100% employer match about $174,672 at 4% or $116,448 at 6%.
LANIER ASSET MANAGEMENT LLC 401(K) PLAN-4$114,892$55,895$13,974iApproximate average salary by contribution assumption: employee only about $349,344 at 4% or $232,896 at 6%; with 50% employer match about $232,896 at 4% or $155,264 at 6%; with 100% employer match about $174,672 at 4% or $116,448 at 6%.
201915$55,835$51,657$10,331iApproximate average salary by contribution assumption: employee only about $258,285 at 4% or $172,190 at 6%; with 50% employer match about $172,190 at 4% or $114,793 at 6%; with 100% employer match about $129,143 at 4% or $86,095 at 6%.
LANIER ASSET MANAGEMENT LLC 401(K) PLAN-5$55,835$51,657$10,331iApproximate average salary by contribution assumption: employee only about $258,285 at 4% or $172,190 at 6%; with 50% employer match about $172,190 at 4% or $114,793 at 6%; with 100% employer match about $129,143 at 4% or $86,095 at 6%.