Civic Intelligence

Coolidge, Wall, Womsley & Lombard Company, Lpa

Plan context: Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan

EIN 31-0872613 • Dayton, OH • 30 filings • 3 plans

33 West First Street, Suite 600Dayton, OH 45402-1235
Current Snapshot

Latest Year

2024

2024 Participants

95

2024 Assets

$34,375,375

2024 Contributions

$1,380,020

Historical Graphs

Total Assets Over Time

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

$35,130,510$17,565,255$0199920132024YearValue
$34,375,375Latest year 2024

Participants Over Time

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

95480199920122024YearValue
95Latest 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
2024195$34,375,375$1,380,020$14,527iApproximate average salary by contribution assumption: employee only about $363,163 at 4% or $242,109 at 6%; with 50% employer match about $242,109 at 4% or $161,406 at 6%; with 100% employer match about $181,582 at 4% or $121,054 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-95$34,375,375$1,380,020$14,527iApproximate average salary by contribution assumption: employee only about $363,163 at 4% or $242,109 at 6%; with 50% employer match about $242,109 at 4% or $161,406 at 6%; with 100% employer match about $181,582 at 4% or $121,054 at 6%.
2023173$31,348,532$1,329,528$18,213iApproximate average salary by contribution assumption: employee only about $455,318 at 4% or $303,545 at 6%; with 50% employer match about $303,545 at 4% or $202,363 at 6%; with 100% employer match about $227,659 at 4% or $151,773 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-73$31,348,532$1,329,528$18,213iApproximate average salary by contribution assumption: employee only about $455,318 at 4% or $303,545 at 6%; with 50% employer match about $303,545 at 4% or $202,363 at 6%; with 100% employer match about $227,659 at 4% or $151,773 at 6%.
2022174$30,907,741$1,298,839$17,552iApproximate average salary by contribution assumption: employee only about $438,797 at 4% or $292,531 at 6%; with 50% employer match about $292,531 at 4% or $195,021 at 6%; with 100% employer match about $219,398 at 4% or $146,266 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-74$30,907,741$1,298,839$17,552iApproximate average salary by contribution assumption: employee only about $438,797 at 4% or $292,531 at 6%; with 50% employer match about $292,531 at 4% or $195,021 at 6%; with 100% employer match about $219,398 at 4% or $146,266 at 6%.
2021170$35,130,510$1,380,457$19,721iApproximate average salary by contribution assumption: employee only about $493,020 at 4% or $328,680 at 6%; with 50% employer match about $328,680 at 4% or $219,120 at 6%; with 100% employer match about $246,510 at 4% or $164,340 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-70$35,130,510$1,380,457$19,721iApproximate average salary by contribution assumption: employee only about $493,020 at 4% or $328,680 at 6%; with 50% employer match about $328,680 at 4% or $219,120 at 6%; with 100% employer match about $246,510 at 4% or $164,340 at 6%.
2020168$30,055,879$1,372,942$20,190iApproximate average salary by contribution assumption: employee only about $504,758 at 4% or $336,505 at 6%; with 50% employer match about $336,505 at 4% or $224,337 at 6%; with 100% employer match about $252,379 at 4% or $168,253 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-68$30,055,879$1,372,942$20,190iApproximate average salary by contribution assumption: employee only about $504,758 at 4% or $336,505 at 6%; with 50% employer match about $336,505 at 4% or $224,337 at 6%; with 100% employer match about $252,379 at 4% or $168,253 at 6%.
2019173$26,712,099$1,501,063$20,563iApproximate average salary by contribution assumption: employee only about $514,063 at 4% or $342,708 at 6%; with 50% employer match about $342,708 at 4% or $228,472 at 6%; with 100% employer match about $257,031 at 4% or $171,354 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-73$26,712,099$1,501,063$20,563iApproximate average salary by contribution assumption: employee only about $514,063 at 4% or $342,708 at 6%; with 50% employer match about $342,708 at 4% or $228,472 at 6%; with 100% employer match about $257,031 at 4% or $171,354 at 6%.
2018174$23,736,002$1,436,817$19,416iApproximate average salary by contribution assumption: employee only about $485,411 at 4% or $323,607 at 6%; with 50% employer match about $323,607 at 4% or $215,738 at 6%; with 100% employer match about $242,706 at 4% or $161,804 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-74$23,736,002$1,436,817$19,416iApproximate average salary by contribution assumption: employee only about $485,411 at 4% or $323,607 at 6%; with 50% employer match about $323,607 at 4% or $215,738 at 6%; with 100% employer match about $242,706 at 4% or $161,804 at 6%.
2017160$24,364,548$898,834$14,981iApproximate average salary by contribution assumption: employee only about $374,514 at 4% or $249,676 at 6%; with 50% employer match about $249,676 at 4% or $166,451 at 6%; with 100% employer match about $187,257 at 4% or $124,838 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-60$24,364,548$898,834$14,981iApproximate average salary by contribution assumption: employee only about $374,514 at 4% or $249,676 at 6%; with 50% employer match about $249,676 at 4% or $166,451 at 6%; with 100% employer match about $187,257 at 4% or $124,838 at 6%.
2016158$20,942,463$1,326,265$22,867iApproximate average salary by contribution assumption: employee only about $571,666 at 4% or $381,111 at 6%; with 50% employer match about $381,111 at 4% or $254,074 at 6%; with 100% employer match about $285,833 at 4% or $190,555 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-58$20,942,463$1,326,265$22,867iApproximate average salary by contribution assumption: employee only about $571,666 at 4% or $381,111 at 6%; with 50% employer match about $381,111 at 4% or $254,074 at 6%; with 100% employer match about $285,833 at 4% or $190,555 at 6%.
2015154$19,586,293$718,108$13,298iApproximate average salary by contribution assumption: employee only about $332,457 at 4% or $221,638 at 6%; with 50% employer match about $221,638 at 4% or $147,759 at 6%; with 100% employer match about $166,229 at 4% or $110,819 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-54$19,586,293$718,108$13,298iApproximate average salary by contribution assumption: employee only about $332,457 at 4% or $221,638 at 6%; with 50% employer match about $221,638 at 4% or $147,759 at 6%; with 100% employer match about $166,229 at 4% or $110,819 at 6%.
2014154$19,370,756$918,964$17,018iApproximate average salary by contribution assumption: employee only about $425,446 at 4% or $283,631 at 6%; with 50% employer match about $283,631 at 4% or $189,087 at 6%; with 100% employer match about $212,723 at 4% or $141,815 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-54$19,370,756$918,964$17,018iApproximate average salary by contribution assumption: employee only about $425,446 at 4% or $283,631 at 6%; with 50% employer match about $283,631 at 4% or $189,087 at 6%; with 100% employer match about $212,723 at 4% or $141,815 at 6%.
2013156$17,706,250$641,112$11,448iApproximate average salary by contribution assumption: employee only about $286,211 at 4% or $190,807 at 6%; with 50% employer match about $190,807 at 4% or $127,205 at 6%; with 100% employer match about $143,105 at 4% or $95,404 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-56$17,706,250$641,112$11,448iApproximate average salary by contribution assumption: employee only about $286,211 at 4% or $190,807 at 6%; with 50% employer match about $190,807 at 4% or $127,205 at 6%; with 100% employer match about $143,105 at 4% or $95,404 at 6%.
2012155$14,763,114$595,788$10,833iApproximate average salary by contribution assumption: employee only about $270,813 at 4% or $180,542 at 6%; with 50% employer match about $180,542 at 4% or $120,361 at 6%; with 100% employer match about $135,406 at 4% or $90,271 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-55$14,763,114$595,788$10,833iApproximate average salary by contribution assumption: employee only about $270,813 at 4% or $180,542 at 6%; with 50% employer match about $180,542 at 4% or $120,361 at 6%; with 100% employer match about $135,406 at 4% or $90,271 at 6%.
2011157$14,223,529$481,028$8,439iApproximate average salary by contribution assumption: employee only about $210,977 at 4% or $140,651 at 6%; with 50% employer match about $140,651 at 4% or $93,768 at 6%; with 100% employer match about $105,489 at 4% or $70,326 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-57$14,223,529$481,028$8,439iApproximate average salary by contribution assumption: employee only about $210,977 at 4% or $140,651 at 6%; with 50% employer match about $140,651 at 4% or $93,768 at 6%; with 100% employer match about $105,489 at 4% or $70,326 at 6%.
2010159$14,042,436$469,600$7,959iApproximate average salary by contribution assumption: employee only about $198,983 at 4% or $132,655 at 6%; with 50% employer match about $132,655 at 4% or $88,437 at 6%; with 100% employer match about $99,492 at 4% or $66,328 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-59$14,042,436$469,600$7,959iApproximate average salary by contribution assumption: employee only about $198,983 at 4% or $132,655 at 6%; with 50% employer match about $132,655 at 4% or $88,437 at 6%; with 100% employer match about $99,492 at 4% or $66,328 at 6%.
2009160$12,806,399$457,179$7,620iApproximate average salary by contribution assumption: employee only about $190,491 at 4% or $126,994 at 6%; with 50% employer match about $126,994 at 4% or $84,663 at 6%; with 100% employer match about $95,246 at 4% or $63,497 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-60$12,806,399$457,179$7,620iApproximate average salary by contribution assumption: employee only about $190,491 at 4% or $126,994 at 6%; with 50% employer match about $126,994 at 4% or $84,663 at 6%; with 100% employer match about $95,246 at 4% or $63,497 at 6%.
2008160$11,586,044$600,741$10,012iApproximate average salary by contribution assumption: employee only about $250,309 at 4% or $166,873 at 6%; with 50% employer match about $166,873 at 4% or $111,248 at 6%; with 100% employer match about $125,154 at 4% or $83,436 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-60$11,586,044$600,741$10,012iApproximate average salary by contribution assumption: employee only about $250,309 at 4% or $166,873 at 6%; with 50% employer match about $166,873 at 4% or $111,248 at 6%; with 100% employer match about $125,154 at 4% or $83,436 at 6%.
2007171$0$0-
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-71---
200610$0$0-
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-0---
2005180$5,361,553$452,696$5,659iApproximate average salary by contribution assumption: employee only about $141,468 at 4% or $94,312 at 6%; with 50% employer match about $94,312 at 4% or $62,874 at 6%; with 100% employer match about $70,734 at 4% or $47,156 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-80$5,361,553$452,696$5,659iApproximate average salary by contribution assumption: employee only about $141,468 at 4% or $94,312 at 6%; with 50% employer match about $94,312 at 4% or $62,874 at 6%; with 100% employer match about $70,734 at 4% or $47,156 at 6%.
2004175$5,344,291$425,030$5,667iApproximate average salary by contribution assumption: employee only about $141,677 at 4% or $94,451 at 6%; with 50% employer match about $94,451 at 4% or $62,967 at 6%; with 100% employer match about $70,838 at 4% or $47,226 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-75$5,344,291$425,030$5,667iApproximate average salary by contribution assumption: employee only about $141,677 at 4% or $94,451 at 6%; with 50% employer match about $94,451 at 4% or $62,967 at 6%; with 100% employer match about $70,838 at 4% or $47,226 at 6%.
2003183$4,812,206$366,483$4,415iApproximate average salary by contribution assumption: employee only about $110,386 at 4% or $73,591 at 6%; with 50% employer match about $73,591 at 4% or $49,061 at 6%; with 100% employer match about $55,193 at 4% or $36,795 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-83$4,812,206$366,483$4,415iApproximate average salary by contribution assumption: employee only about $110,386 at 4% or $73,591 at 6%; with 50% employer match about $73,591 at 4% or $49,061 at 6%; with 100% employer match about $55,193 at 4% or $36,795 at 6%.
2002294$12,483,336$899,875$9,573iApproximate average salary by contribution assumption: employee only about $239,328 at 4% or $159,552 at 6%; with 50% employer match about $159,552 at 4% or $106,368 at 6%; with 100% employer match about $119,664 at 4% or $79,776 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Money Purchase Pension Plan-94$8,548,151$551,327$5,865iApproximate average salary by contribution assumption: employee only about $146,630 at 4% or $97,753 at 6%; with 50% employer match about $97,753 at 4% or $65,169 at 6%; with 100% employer match about $73,315 at 4% or $48,877 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-92$3,935,185$348,548$3,789iApproximate average salary by contribution assumption: employee only about $94,714 at 4% or $63,143 at 6%; with 50% employer match about $63,143 at 4% or $42,095 at 6%; with 100% employer match about $47,357 at 4% or $31,571 at 6%.
2001282$0$0-
Coolidge, Wall, Womsley & Lombard Company, Lpa Money Purchase Pension Plan-82---
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-81---
2000278$14,509,615$772,898$9,909iApproximate average salary by contribution assumption: employee only about $247,724 at 4% or $165,149 at 6%; with 50% employer match about $165,149 at 4% or $110,099 at 6%; with 100% employer match about $123,862 at 4% or $82,575 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Money Purchase Pension Plan-78$10,200,183$444,432$5,698iApproximate average salary by contribution assumption: employee only about $142,446 at 4% or $94,964 at 6%; with 50% employer match about $94,964 at 4% or $63,309 at 6%; with 100% employer match about $71,223 at 4% or $47,482 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-78$4,309,432$328,466$4,211iApproximate average salary by contribution assumption: employee only about $105,278 at 4% or $70,185 at 6%; with 50% employer match about $70,185 at 4% or $46,790 at 6%; with 100% employer match about $52,639 at 4% or $35,093 at 6%.
1999287$14,730,773$769,979$8,850iApproximate average salary by contribution assumption: employee only about $221,258 at 4% or $147,506 at 6%; with 50% employer match about $147,506 at 4% or $98,337 at 6%; with 100% employer match about $110,629 at 4% or $73,753 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Money Purchase Pension Plan-81$11,686,632$445,322$5,498iApproximate average salary by contribution assumption: employee only about $137,445 at 4% or $91,630 at 6%; with 50% employer match about $91,630 at 4% or $61,087 at 6%; with 100% employer match about $68,723 at 4% or $45,815 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa Retirement Savings Plan-87$3,044,141$324,657$3,732iApproximate average salary by contribution assumption: employee only about $93,292 at 4% or $62,195 at 6%; with 50% employer match about $62,195 at 4% or $41,463 at 6%; with 100% employer match about $46,646 at 4% or $31,097 at 6%.
Coolidge, Wall, Womsley & Lombard Company, Lpa | EIN 31-0872613 | 2024 Form 5500 Company Profile