Lallo & Feldman Co., L.P.A.
Plan context: Lallo & Feldman Co., L.P.A. 401K Psp & T
EIN 34-1666599 • Willoughby, OH • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$1,235,543
2024 Contributions
$62,859
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 11 | $1,235,543 | $62,859 | $5,714iApproximate average salary by contribution assumption: employee only about $142,861 at 4% or $95,241 at 6%; with 50% employer match about $95,241 at 4% or $63,494 at 6%; with 100% employer match about $71,431 at 4% or $47,620 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 11 | $1,235,543 | $62,859 | $5,714iApproximate average salary by contribution assumption: employee only about $142,861 at 4% or $95,241 at 6%; with 50% employer match about $95,241 at 4% or $63,494 at 6%; with 100% employer match about $71,431 at 4% or $47,620 at 6%. |
| 2023 | 1 | 10 | $1,871,119 | $42,342 | $4,234iApproximate average salary by contribution assumption: employee only about $105,855 at 4% or $70,570 at 6%; with 50% employer match about $70,570 at 4% or $47,047 at 6%; with 100% employer match about $52,928 at 4% or $35,285 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 10 | $1,871,119 | $42,342 | $4,234iApproximate average salary by contribution assumption: employee only about $105,855 at 4% or $70,570 at 6%; with 50% employer match about $70,570 at 4% or $47,047 at 6%; with 100% employer match about $52,928 at 4% or $35,285 at 6%. |
| 2022 | 1 | 8 | $1,701,179 | $66,460 | $8,308iApproximate average salary by contribution assumption: employee only about $207,688 at 4% or $138,458 at 6%; with 50% employer match about $138,458 at 4% or $92,306 at 6%; with 100% employer match about $103,844 at 4% or $69,229 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 8 | $1,701,179 | $66,460 | $8,308iApproximate average salary by contribution assumption: employee only about $207,688 at 4% or $138,458 at 6%; with 50% employer match about $138,458 at 4% or $92,306 at 6%; with 100% employer match about $103,844 at 4% or $69,229 at 6%. |
| 2021 | 1 | 9 | $2,212,164 | $113,979 | $12,664iApproximate average salary by contribution assumption: employee only about $316,608 at 4% or $211,072 at 6%; with 50% employer match about $211,072 at 4% or $140,715 at 6%; with 100% employer match about $158,304 at 4% or $105,536 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 9 | $2,212,164 | $113,979 | $12,664iApproximate average salary by contribution assumption: employee only about $316,608 at 4% or $211,072 at 6%; with 50% employer match about $211,072 at 4% or $140,715 at 6%; with 100% employer match about $158,304 at 4% or $105,536 at 6%. |
| 2020 | 1 | 9 | $1,863,588 | $93,899 | $10,433iApproximate average salary by contribution assumption: employee only about $260,831 at 4% or $173,887 at 6%; with 50% employer match about $173,887 at 4% or $115,925 at 6%; with 100% employer match about $130,415 at 4% or $86,944 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 9 | $1,863,588 | $93,899 | $10,433iApproximate average salary by contribution assumption: employee only about $260,831 at 4% or $173,887 at 6%; with 50% employer match about $173,887 at 4% or $115,925 at 6%; with 100% employer match about $130,415 at 4% or $86,944 at 6%. |
| 2019 | 1 | 8 | $1,643,675 | $67,555 | $8,444iApproximate average salary by contribution assumption: employee only about $211,109 at 4% or $140,740 at 6%; with 50% employer match about $140,740 at 4% or $93,826 at 6%; with 100% employer match about $105,555 at 4% or $70,370 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 8 | $1,643,675 | $67,555 | $8,444iApproximate average salary by contribution assumption: employee only about $211,109 at 4% or $140,740 at 6%; with 50% employer match about $140,740 at 4% or $93,826 at 6%; with 100% employer match about $105,555 at 4% or $70,370 at 6%. |
| 2018 | 1 | 8 | $1,363,907 | $65,710 | $8,214iApproximate average salary by contribution assumption: employee only about $205,344 at 4% or $136,896 at 6%; with 50% employer match about $136,896 at 4% or $91,264 at 6%; with 100% employer match about $102,672 at 4% or $68,448 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 8 | $1,363,907 | $65,710 | $8,214iApproximate average salary by contribution assumption: employee only about $205,344 at 4% or $136,896 at 6%; with 50% employer match about $136,896 at 4% or $91,264 at 6%; with 100% employer match about $102,672 at 4% or $68,448 at 6%. |
| 2017 | 1 | 8 | $1,407,393 | $63,520 | $7,940iApproximate average salary by contribution assumption: employee only about $198,500 at 4% or $132,333 at 6%; with 50% employer match about $132,333 at 4% or $88,222 at 6%; with 100% employer match about $99,250 at 4% or $66,167 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 8 | $1,407,393 | $63,520 | $7,940iApproximate average salary by contribution assumption: employee only about $198,500 at 4% or $132,333 at 6%; with 50% employer match about $132,333 at 4% or $88,222 at 6%; with 100% employer match about $99,250 at 4% or $66,167 at 6%. |
| 2016 | 1 | 8 | $1,180,687 | $49,710 | $6,214iApproximate average salary by contribution assumption: employee only about $155,344 at 4% or $103,563 at 6%; with 50% employer match about $103,563 at 4% or $69,042 at 6%; with 100% employer match about $77,672 at 4% or $51,781 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 8 | $1,180,687 | $49,710 | $6,214iApproximate average salary by contribution assumption: employee only about $155,344 at 4% or $103,563 at 6%; with 50% employer match about $103,563 at 4% or $69,042 at 6%; with 100% employer match about $77,672 at 4% or $51,781 at 6%. |
| 2015 | 1 | 8 | $1,080,946 | $65,908 | $8,239iApproximate average salary by contribution assumption: employee only about $205,963 at 4% or $137,308 at 6%; with 50% employer match about $137,308 at 4% or $91,539 at 6%; with 100% employer match about $102,981 at 4% or $68,654 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 8 | $1,080,946 | $65,908 | $8,239iApproximate average salary by contribution assumption: employee only about $205,963 at 4% or $137,308 at 6%; with 50% employer match about $137,308 at 4% or $91,539 at 6%; with 100% employer match about $102,981 at 4% or $68,654 at 6%. |
| 2014 | 1 | 8 | $1,051,884 | $58,395 | $7,299iApproximate average salary by contribution assumption: employee only about $182,484 at 4% or $121,656 at 6%; with 50% employer match about $121,656 at 4% or $81,104 at 6%; with 100% employer match about $91,242 at 4% or $60,828 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 8 | $1,051,884 | $58,395 | $7,299iApproximate average salary by contribution assumption: employee only about $182,484 at 4% or $121,656 at 6%; with 50% employer match about $121,656 at 4% or $81,104 at 6%; with 100% employer match about $91,242 at 4% or $60,828 at 6%. |
| 2013 | 1 | 7 | $999,501 | $50,136 | $7,162iApproximate average salary by contribution assumption: employee only about $179,057 at 4% or $119,371 at 6%; with 50% employer match about $119,371 at 4% or $79,581 at 6%; with 100% employer match about $89,529 at 4% or $59,686 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 7 | $999,501 | $50,136 | $7,162iApproximate average salary by contribution assumption: employee only about $179,057 at 4% or $119,371 at 6%; with 50% employer match about $119,371 at 4% or $79,581 at 6%; with 100% employer match about $89,529 at 4% or $59,686 at 6%. |
| 2012 | 1 | 8 | $814,417 | $35,084 | $4,386iApproximate average salary by contribution assumption: employee only about $109,638 at 4% or $73,092 at 6%; with 50% employer match about $73,092 at 4% or $48,728 at 6%; with 100% employer match about $54,819 at 4% or $36,546 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 8 | $814,417 | $35,084 | $4,386iApproximate average salary by contribution assumption: employee only about $109,638 at 4% or $73,092 at 6%; with 50% employer match about $73,092 at 4% or $48,728 at 6%; with 100% employer match about $54,819 at 4% or $36,546 at 6%. |
| 2011 | 1 | 8 | $758,420 | $27,146 | $3,393iApproximate average salary by contribution assumption: employee only about $84,831 at 4% or $56,554 at 6%; with 50% employer match about $56,554 at 4% or $37,703 at 6%; with 100% employer match about $42,416 at 4% or $28,277 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 8 | $758,420 | $27,146 | $3,393iApproximate average salary by contribution assumption: employee only about $84,831 at 4% or $56,554 at 6%; with 50% employer match about $56,554 at 4% or $37,703 at 6%; with 100% employer match about $42,416 at 4% or $28,277 at 6%. |
| 2010 | 1 | 7 | $757,997 | $4,475 | $639iApproximate average salary by contribution assumption: employee only about $15,982 at 4% or $10,655 at 6%; with 50% employer match about $10,655 at 4% or $7,103 at 6%; with 100% employer match about $7,991 at 4% or $5,327 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 7 | $757,997 | $4,475 | $639iApproximate average salary by contribution assumption: employee only about $15,982 at 4% or $10,655 at 6%; with 50% employer match about $10,655 at 4% or $7,103 at 6%; with 100% employer match about $7,991 at 4% or $5,327 at 6%. |
| 2009 | 1 | 7 | $681,630 | $37,097 | $5,300iApproximate average salary by contribution assumption: employee only about $132,489 at 4% or $88,326 at 6%; with 50% employer match about $88,326 at 4% or $58,884 at 6%; with 100% employer match about $66,245 at 4% or $44,163 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 7 | $681,630 | $37,097 | $5,300iApproximate average salary by contribution assumption: employee only about $132,489 at 4% or $88,326 at 6%; with 50% employer match about $88,326 at 4% or $58,884 at 6%; with 100% employer match about $66,245 at 4% or $44,163 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 7 | - | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 7 | - | - | - |
| 2006 | 1 | 7 | $665,528 | $44,605 | $6,372iApproximate average salary by contribution assumption: employee only about $159,304 at 4% or $106,202 at 6%; with 50% employer match about $106,202 at 4% or $70,802 at 6%; with 100% employer match about $79,652 at 4% or $53,101 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 7 | $665,528 | $44,605 | $6,372iApproximate average salary by contribution assumption: employee only about $159,304 at 4% or $106,202 at 6%; with 50% employer match about $106,202 at 4% or $70,802 at 6%; with 100% employer match about $79,652 at 4% or $53,101 at 6%. |
| 2005 | 1 | 8 | $552,377 | $54,100 | $6,763iApproximate average salary by contribution assumption: employee only about $169,063 at 4% or $112,708 at 6%; with 50% employer match about $112,708 at 4% or $75,139 at 6%; with 100% employer match about $84,531 at 4% or $56,354 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 8 | $552,377 | $54,100 | $6,763iApproximate average salary by contribution assumption: employee only about $169,063 at 4% or $112,708 at 6%; with 50% employer match about $112,708 at 4% or $75,139 at 6%; with 100% employer match about $84,531 at 4% or $56,354 at 6%. |
| 2004 | 1 | 8 | $476,077 | $46,884 | $5,861iApproximate average salary by contribution assumption: employee only about $146,513 at 4% or $97,675 at 6%; with 50% employer match about $97,675 at 4% or $65,117 at 6%; with 100% employer match about $73,256 at 4% or $48,838 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 8 | $476,077 | $46,884 | $5,861iApproximate average salary by contribution assumption: employee only about $146,513 at 4% or $97,675 at 6%; with 50% employer match about $97,675 at 4% or $65,117 at 6%; with 100% employer match about $73,256 at 4% or $48,838 at 6%. |
| 2003 | 1 | 7 | $386,048 | $56,895 | $8,128iApproximate average salary by contribution assumption: employee only about $203,196 at 4% or $135,464 at 6%; with 50% employer match about $135,464 at 4% or $90,310 at 6%; with 100% employer match about $101,598 at 4% or $67,732 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 7 | $386,048 | $56,895 | $8,128iApproximate average salary by contribution assumption: employee only about $203,196 at 4% or $135,464 at 6%; with 50% employer match about $135,464 at 4% or $90,310 at 6%; with 100% employer match about $101,598 at 4% or $67,732 at 6%. |
| 2002 | 1 | 7 | $287,558 | $67,089 | $9,584iApproximate average salary by contribution assumption: employee only about $239,604 at 4% or $159,736 at 6%; with 50% employer match about $159,736 at 4% or $106,490 at 6%; with 100% employer match about $119,802 at 4% or $79,868 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 7 | $287,558 | $67,089 | $9,584iApproximate average salary by contribution assumption: employee only about $239,604 at 4% or $159,736 at 6%; with 50% employer match about $159,736 at 4% or $106,490 at 6%; with 100% employer match about $119,802 at 4% or $79,868 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 7 | - | - | - |
| 2000 | 1 | 8 | $262,419 | $12,120 | $1,515iApproximate average salary by contribution assumption: employee only about $37,875 at 4% or $25,250 at 6%; with 50% employer match about $25,250 at 4% or $16,833 at 6%; with 100% employer match about $18,938 at 4% or $12,625 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 8 | $262,419 | $12,120 | $1,515iApproximate average salary by contribution assumption: employee only about $37,875 at 4% or $25,250 at 6%; with 50% employer match about $25,250 at 4% or $16,833 at 6%; with 100% employer match about $18,938 at 4% or $12,625 at 6%. |
| 1999 | 1 | 118 | $178,019 | $9,185 | $78iApproximate average salary by contribution assumption: employee only about $1,946 at 4% or $1,297 at 6%; with 50% employer match about $1,297 at 4% or $865 at 6%; with 100% employer match about $973 at 4% or $649 at 6%. |
| Lallo & Feldman Co., L.P.A. 401K Psp & T | - | 118 | $178,019 | $9,185 | $78iApproximate average salary by contribution assumption: employee only about $1,946 at 4% or $1,297 at 6%; with 50% employer match about $1,297 at 4% or $865 at 6%; with 100% employer match about $973 at 4% or $649 at 6%. |