Civic Intelligence

Lippa Insurance Services Inc

Plan context: Lippa Insurance Services Inc. Cash Balance Pension Plan

EIN 33-0395964 • Laguna Beach, CA • 41 filings • 7 plans

332 Forest AveSuite 6Laguna Beach, CA 92651
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$4,121,779

2024 Contributions

$375,500

Historical Graphs

Total Assets Over Time

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

$4,121,779$2,060,890$0199920122024YearValue
$4,121,779Latest year 2024

Participants Over Time

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

420199920122024YearValue
3Latest 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
202423$4,121,779$375,500$125,167iApproximate average salary by contribution assumption: employee only about $3,129,167 at 4% or $2,086,111 at 6%; with 50% employer match about $2,086,111 at 4% or $1,390,741 at 6%; with 100% employer match about $1,564,583 at 4% or $1,043,056 at 6%.
Lippa Insurance Services Inc. Cash Balance Pension Plan-3$2,395,792$224,000$74,667iApproximate average salary by contribution assumption: employee only about $1,866,667 at 4% or $1,244,444 at 6%; with 50% employer match about $1,244,444 at 4% or $829,630 at 6%; with 100% employer match about $933,333 at 4% or $622,222 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-3$1,725,987$151,500$50,500iApproximate average salary by contribution assumption: employee only about $1,262,500 at 4% or $841,667 at 6%; with 50% employer match about $841,667 at 4% or $561,111 at 6%; with 100% employer match about $631,250 at 4% or $420,833 at 6%.
202323$3,826,865$398,375$132,792iApproximate average salary by contribution assumption: employee only about $3,319,792 at 4% or $2,213,194 at 6%; with 50% employer match about $2,213,194 at 4% or $1,475,463 at 6%; with 100% employer match about $1,659,896 at 4% or $1,106,597 at 6%.
Lippa Insurance Services Inc. Cash Balance Pension Plan-3$2,248,765$224,000$74,667iApproximate average salary by contribution assumption: employee only about $1,866,667 at 4% or $1,244,444 at 6%; with 50% employer match about $1,244,444 at 4% or $829,630 at 6%; with 100% employer match about $933,333 at 4% or $622,222 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-3$1,578,100$174,375$58,125iApproximate average salary by contribution assumption: employee only about $1,453,125 at 4% or $968,750 at 6%; with 50% employer match about $968,750 at 4% or $645,833 at 6%; with 100% employer match about $726,563 at 4% or $484,375 at 6%.
202223$3,471,023$448,000$149,333iApproximate average salary by contribution assumption: employee only about $3,733,333 at 4% or $2,488,889 at 6%; with 50% employer match about $2,488,889 at 4% or $1,659,259 at 6%; with 100% employer match about $1,866,667 at 4% or $1,244,444 at 6%.
Lippa Insurance Services Inc. Cash Balance Pension Plan-3$2,073,790$308,000$102,667iApproximate average salary by contribution assumption: employee only about $2,566,667 at 4% or $1,711,111 at 6%; with 50% employer match about $1,711,111 at 4% or $1,140,741 at 6%; with 100% employer match about $1,283,333 at 4% or $855,556 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-3$1,397,233$140,000$46,667iApproximate average salary by contribution assumption: employee only about $1,166,667 at 4% or $777,778 at 6%; with 50% employer match about $777,778 at 4% or $518,519 at 6%; with 100% employer match about $583,333 at 4% or $388,889 at 6%.
202123$3,398,884$415,900$138,633iApproximate average salary by contribution assumption: employee only about $3,465,833 at 4% or $2,310,556 at 6%; with 50% employer match about $2,310,556 at 4% or $1,540,370 at 6%; with 100% employer match about $1,732,917 at 4% or $1,155,278 at 6%.
Lippa Insurance Services Inc. Cash Balance Pension Plan-3$1,922,905$262,000$87,333iApproximate average salary by contribution assumption: employee only about $2,183,333 at 4% or $1,455,556 at 6%; with 50% employer match about $1,455,556 at 4% or $970,370 at 6%; with 100% employer match about $1,091,667 at 4% or $727,778 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-3$1,475,979$153,900$51,300iApproximate average salary by contribution assumption: employee only about $1,282,500 at 4% or $855,000 at 6%; with 50% employer match about $855,000 at 4% or $570,000 at 6%; with 100% employer match about $641,250 at 4% or $427,500 at 6%.
202023$3,158,712$346,707$115,569iApproximate average salary by contribution assumption: employee only about $2,889,225 at 4% or $1,926,150 at 6%; with 50% employer match about $1,926,150 at 4% or $1,284,100 at 6%; with 100% employer match about $1,444,613 at 4% or $963,075 at 6%.
Lippa Insurance Services Inc. Cash Balance Pension Plan-3$1,766,345$222,000$74,000iApproximate average salary by contribution assumption: employee only about $1,850,000 at 4% or $1,233,333 at 6%; with 50% employer match about $1,233,333 at 4% or $822,222 at 6%; with 100% employer match about $925,000 at 4% or $616,667 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-3$1,392,367$124,707$41,569iApproximate average salary by contribution assumption: employee only about $1,039,225 at 4% or $692,817 at 6%; with 50% employer match about $692,817 at 4% or $461,878 at 6%; with 100% employer match about $519,613 at 4% or $346,408 at 6%.
201923$3,568,864$313,423$104,474iApproximate average salary by contribution assumption: employee only about $2,611,858 at 4% or $1,741,239 at 6%; with 50% employer match about $1,741,239 at 4% or $1,160,826 at 6%; with 100% employer match about $1,305,929 at 4% or $870,619 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-3$1,894,218$76,423$25,474iApproximate average salary by contribution assumption: employee only about $636,858 at 4% or $424,572 at 6%; with 50% employer match about $424,572 at 4% or $283,048 at 6%; with 100% employer match about $318,429 at 4% or $212,286 at 6%.
Lippa Insurance Services Inc. Cash Balance Pension Plan-2$1,674,646$237,000$118,500iApproximate average salary by contribution assumption: employee only about $2,962,500 at 4% or $1,975,000 at 6%; with 50% employer match about $1,975,000 at 4% or $1,316,667 at 6%; with 100% employer match about $1,481,250 at 4% or $987,500 at 6%.
201823$3,195,258$347,100$115,700iApproximate average salary by contribution assumption: employee only about $2,892,500 at 4% or $1,928,333 at 6%; with 50% employer match about $1,928,333 at 4% or $1,285,556 at 6%; with 100% employer match about $1,446,250 at 4% or $964,167 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-3$1,722,221$71,100$23,700iApproximate average salary by contribution assumption: employee only about $592,500 at 4% or $395,000 at 6%; with 50% employer match about $395,000 at 4% or $263,333 at 6%; with 100% employer match about $296,250 at 4% or $197,500 at 6%.
Lippa Insurance Services Inc. Cash Balance Pension Plan-3$1,473,037$276,000$92,000iApproximate average salary by contribution assumption: employee only about $2,300,000 at 4% or $1,533,333 at 6%; with 50% employer match about $1,533,333 at 4% or $1,022,222 at 6%; with 100% employer match about $1,150,000 at 4% or $766,667 at 6%.
201722$2,924,072$329,000$164,500iApproximate average salary by contribution assumption: employee only about $4,112,500 at 4% or $2,741,667 at 6%; with 50% employer match about $2,741,667 at 4% or $1,827,778 at 6%; with 100% employer match about $2,056,250 at 4% or $1,370,833 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-2$1,727,625$78,000$39,000iApproximate average salary by contribution assumption: employee only about $975,000 at 4% or $650,000 at 6%; with 50% employer match about $650,000 at 4% or $433,333 at 6%; with 100% employer match about $487,500 at 4% or $325,000 at 6%.
Lippa Insurance Services Inc. Cash Balance Pension Plan-2$1,196,447$251,000$125,500iApproximate average salary by contribution assumption: employee only about $3,137,500 at 4% or $2,091,667 at 6%; with 50% employer match about $2,091,667 at 4% or $1,394,444 at 6%; with 100% employer match about $1,568,750 at 4% or $1,045,833 at 6%.
201622$2,600,111$278,974$139,487iApproximate average salary by contribution assumption: employee only about $3,487,175 at 4% or $2,324,783 at 6%; with 50% employer match about $2,324,783 at 4% or $1,549,856 at 6%; with 100% employer match about $1,743,588 at 4% or $1,162,392 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-2$1,656,547$47,243$23,622iApproximate average salary by contribution assumption: employee only about $590,538 at 4% or $393,692 at 6%; with 50% employer match about $393,692 at 4% or $262,461 at 6%; with 100% employer match about $295,269 at 4% or $196,846 at 6%.
Lippa Insurance Services Inc. Cash Balance Pension Plan-2$943,564$231,731$115,866iApproximate average salary by contribution assumption: employee only about $2,896,638 at 4% or $1,931,092 at 6%; with 50% employer match about $1,931,092 at 4% or $1,287,394 at 6%; with 100% employer match about $1,448,319 at 4% or $965,546 at 6%.
201522$2,298,839$286,492$143,246iApproximate average salary by contribution assumption: employee only about $3,581,150 at 4% or $2,387,433 at 6%; with 50% employer match about $2,387,433 at 4% or $1,591,622 at 6%; with 100% employer match about $1,790,575 at 4% or $1,193,717 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-2$1,603,386$46,344$23,172iApproximate average salary by contribution assumption: employee only about $579,300 at 4% or $386,200 at 6%; with 50% employer match about $386,200 at 4% or $257,467 at 6%; with 100% employer match about $289,650 at 4% or $193,100 at 6%.
Lippa Insurance Services Inc. Cash Balance Pension Plan-2$695,453$240,148$120,074iApproximate average salary by contribution assumption: employee only about $3,001,850 at 4% or $2,001,233 at 6%; with 50% employer match about $2,001,233 at 4% or $1,334,156 at 6%; with 100% employer match about $1,500,925 at 4% or $1,000,617 at 6%.
201422$2,004,171$275,323$137,662iApproximate average salary by contribution assumption: employee only about $3,441,538 at 4% or $2,294,358 at 6%; with 50% employer match about $2,294,358 at 4% or $1,529,572 at 6%; with 100% employer match about $1,720,769 at 4% or $1,147,179 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-2$1,547,418$46,548$23,274iApproximate average salary by contribution assumption: employee only about $581,850 at 4% or $387,900 at 6%; with 50% employer match about $387,900 at 4% or $258,600 at 6%; with 100% employer match about $290,925 at 4% or $193,950 at 6%.
Lippa Insurance Services Inc. Cash Balance Pension Plan-2$456,753$228,775$114,388iApproximate average salary by contribution assumption: employee only about $2,859,688 at 4% or $1,906,458 at 6%; with 50% employer match about $1,906,458 at 4% or $1,270,972 at 6%; with 100% employer match about $1,429,844 at 4% or $953,229 at 6%.
201322$1,693,909$254,201$127,101iApproximate average salary by contribution assumption: employee only about $3,177,513 at 4% or $2,118,342 at 6%; with 50% employer match about $2,118,342 at 4% or $1,412,228 at 6%; with 100% employer match about $1,588,756 at 4% or $1,059,171 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-2$1,466,102$26,394$13,197iApproximate average salary by contribution assumption: employee only about $329,925 at 4% or $219,950 at 6%; with 50% employer match about $219,950 at 4% or $146,633 at 6%; with 100% employer match about $164,963 at 4% or $109,975 at 6%.
Lippa Insurance Services Inc. Cash Balance Pension Plan-2$227,807$227,807$113,904iApproximate average salary by contribution assumption: employee only about $2,847,588 at 4% or $1,898,392 at 6%; with 50% employer match about $1,898,392 at 4% or $1,265,594 at 6%; with 100% employer match about $1,423,794 at 4% or $949,196 at 6%.
201212$1,451,578$69,950$34,975iApproximate average salary by contribution assumption: employee only about $874,375 at 4% or $582,917 at 6%; with 50% employer match about $582,917 at 4% or $388,611 at 6%; with 100% employer match about $437,188 at 4% or $291,458 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-2$1,451,578$69,950$34,975iApproximate average salary by contribution assumption: employee only about $874,375 at 4% or $582,917 at 6%; with 50% employer match about $582,917 at 4% or $388,611 at 6%; with 100% employer match about $437,188 at 4% or $291,458 at 6%.
201112$1,279,766$68,950$34,475iApproximate average salary by contribution assumption: employee only about $861,875 at 4% or $574,583 at 6%; with 50% employer match about $574,583 at 4% or $383,056 at 6%; with 100% employer match about $430,938 at 4% or $287,292 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-2$1,279,766$68,950$34,475iApproximate average salary by contribution assumption: employee only about $861,875 at 4% or $574,583 at 6%; with 50% employer match about $574,583 at 4% or $383,056 at 6%; with 100% employer match about $430,938 at 4% or $287,292 at 6%.
201012$1,246,875$68,950$34,475iApproximate average salary by contribution assumption: employee only about $861,875 at 4% or $574,583 at 6%; with 50% employer match about $574,583 at 4% or $383,056 at 6%; with 100% employer match about $430,938 at 4% or $287,292 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-2$1,246,875$68,950$34,475iApproximate average salary by contribution assumption: employee only about $861,875 at 4% or $574,583 at 6%; with 50% employer match about $574,583 at 4% or $383,056 at 6%; with 100% employer match about $430,938 at 4% or $287,292 at 6%.
200912$1,100,003$70,200$35,100iApproximate average salary by contribution assumption: employee only about $877,500 at 4% or $585,000 at 6%; with 50% employer match about $585,000 at 4% or $390,000 at 6%; with 100% employer match about $438,750 at 4% or $292,500 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-2$1,100,003$70,200$35,100iApproximate average salary by contribution assumption: employee only about $877,500 at 4% or $585,000 at 6%; with 50% employer match about $585,000 at 4% or $390,000 at 6%; with 100% employer match about $438,750 at 4% or $292,500 at 6%.
200812$850,546$75,450$37,725iApproximate average salary by contribution assumption: employee only about $943,125 at 4% or $628,750 at 6%; with 50% employer match about $628,750 at 4% or $419,167 at 6%; with 100% employer match about $471,563 at 4% or $314,375 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-2$850,546$75,450$37,725iApproximate average salary by contribution assumption: employee only about $943,125 at 4% or $628,750 at 6%; with 50% employer match about $628,750 at 4% or $419,167 at 6%; with 100% employer match about $471,563 at 4% or $314,375 at 6%.
200712$1,059,644$79,500$39,750iApproximate average salary by contribution assumption: employee only about $993,750 at 4% or $662,500 at 6%; with 50% employer match about $662,500 at 4% or $441,667 at 6%; with 100% employer match about $496,875 at 4% or $331,250 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-2$1,059,644$79,500$39,750iApproximate average salary by contribution assumption: employee only about $993,750 at 4% or $662,500 at 6%; with 50% employer match about $662,500 at 4% or $441,667 at 6%; with 100% employer match about $496,875 at 4% or $331,250 at 6%.
200613$939,143$96,590$32,197iApproximate average salary by contribution assumption: employee only about $804,917 at 4% or $536,611 at 6%; with 50% employer match about $536,611 at 4% or $357,741 at 6%; with 100% employer match about $402,458 at 4% or $268,306 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-3$939,143$96,590$32,197iApproximate average salary by contribution assumption: employee only about $804,917 at 4% or $536,611 at 6%; with 50% employer match about $536,611 at 4% or $357,741 at 6%; with 100% employer match about $402,458 at 4% or $268,306 at 6%.
200512$775,319$80,400$40,200iApproximate average salary by contribution assumption: employee only about $1,005,000 at 4% or $670,000 at 6%; with 50% employer match about $670,000 at 4% or $446,667 at 6%; with 100% employer match about $502,500 at 4% or $335,000 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-2$775,319$80,400$40,200iApproximate average salary by contribution assumption: employee only about $1,005,000 at 4% or $670,000 at 6%; with 50% employer match about $670,000 at 4% or $446,667 at 6%; with 100% employer match about $502,500 at 4% or $335,000 at 6%.
200413$1,065,765$64,440$21,480iApproximate average salary by contribution assumption: employee only about $537,000 at 4% or $358,000 at 6%; with 50% employer match about $358,000 at 4% or $238,667 at 6%; with 100% employer match about $268,500 at 4% or $179,000 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-3$1,065,765$64,440$21,480iApproximate average salary by contribution assumption: employee only about $537,000 at 4% or $358,000 at 6%; with 50% employer match about $358,000 at 4% or $238,667 at 6%; with 100% employer match about $268,500 at 4% or $179,000 at 6%.
200313$940,342$62,940$20,980iApproximate average salary by contribution assumption: employee only about $524,500 at 4% or $349,667 at 6%; with 50% employer match about $349,667 at 4% or $233,111 at 6%; with 100% employer match about $262,250 at 4% or $174,833 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-3$940,342$62,940$20,980iApproximate average salary by contribution assumption: employee only about $524,500 at 4% or $349,667 at 6%; with 50% employer match about $349,667 at 4% or $233,111 at 6%; with 100% employer match about $262,250 at 4% or $174,833 at 6%.
200224$789,533$79,492$19,873iApproximate average salary by contribution assumption: employee only about $496,825 at 4% or $331,217 at 6%; with 50% employer match about $331,217 at 4% or $220,811 at 6%; with 100% employer match about $248,413 at 4% or $165,608 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-4$789,533$79,492$19,873iApproximate average salary by contribution assumption: employee only about $496,825 at 4% or $331,217 at 6%; with 50% employer match about $331,217 at 4% or $220,811 at 6%; with 100% employer match about $248,413 at 4% or $165,608 at 6%.
Lippa Insurance Services Inc Money Pruchase Pension Plan & Trust-0---
200123$765,428$66,232$22,077iApproximate average salary by contribution assumption: employee only about $551,933 at 4% or $367,956 at 6%; with 50% employer match about $367,956 at 4% or $245,304 at 6%; with 100% employer match about $275,967 at 4% or $183,978 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-3$386,167$58,440$19,480iApproximate average salary by contribution assumption: employee only about $487,000 at 4% or $324,667 at 6%; with 50% employer match about $324,667 at 4% or $216,444 at 6%; with 100% employer match about $243,500 at 4% or $162,333 at 6%.
Lippa Insurance Services Inc Money Pruchase Pension Plan & Trust-3$379,261$7,792$2,597iApproximate average salary by contribution assumption: employee only about $64,933 at 4% or $43,289 at 6%; with 50% employer match about $43,289 at 4% or $28,859 at 6%; with 100% employer match about $32,467 at 4% or $21,644 at 6%.
200013$392,586$7,295$2,432iApproximate average salary by contribution assumption: employee only about $60,792 at 4% or $40,528 at 6%; with 50% employer match about $40,528 at 4% or $27,019 at 6%; with 100% employer match about $30,396 at 4% or $20,264 at 6%.
Lippa Insurance Services Inc Money Pruchase Pension Plan & Trust-3$392,586$7,295$2,432iApproximate average salary by contribution assumption: employee only about $60,792 at 4% or $40,528 at 6%; with 50% employer match about $40,528 at 4% or $27,019 at 6%; with 100% employer match about $30,396 at 4% or $20,264 at 6%.
199923$676,884$64,532$21,511iApproximate average salary by contribution assumption: employee only about $537,767 at 4% or $358,511 at 6%; with 50% employer match about $358,511 at 4% or $239,007 at 6%; with 100% employer match about $268,883 at 4% or $179,256 at 6%.
Lippa Insurance Services Inc Money Pruchase Pension Plan & Trust-3$382,959$7,592$2,531iApproximate average salary by contribution assumption: employee only about $63,267 at 4% or $42,178 at 6%; with 50% employer match about $42,178 at 4% or $28,119 at 6%; with 100% employer match about $31,633 at 4% or $21,089 at 6%.
Lippa Insurance Services Inc Profit Sharing Plan & Trust-3$293,925$56,940$18,980iApproximate average salary by contribution assumption: employee only about $474,500 at 4% or $316,333 at 6%; with 50% employer match about $316,333 at 4% or $210,889 at 6%; with 100% employer match about $237,250 at 4% or $158,167 at 6%.