Civic Intelligence

Lommen, Nelson, Cole & Stageberg, P.A.

Plan context: Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust

EIN 41-1381579 • Minneapolis, MN • 26 filings • 6 plans

920 Second Avenue SouthMinneapolis, MN 55402
Current Snapshot

Latest Year

2024

2024 Participants

57

2024 Assets

$18,995,004

2024 Contributions

$662,813

Historical Graphs

Total Assets Over Time

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

$27,523,336$13,761,668$0199920122024YearValue
$18,995,004Latest year 2024

Participants Over Time

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

94470199920122024YearValue
57Latest 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
2024157$18,995,004$662,813$11,628iApproximate average salary by contribution assumption: employee only about $290,707 at 4% or $193,805 at 6%; with 50% employer match about $193,805 at 4% or $129,203 at 6%; with 100% employer match about $145,354 at 4% or $96,902 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-57$18,995,004$662,813$11,628iApproximate average salary by contribution assumption: employee only about $290,707 at 4% or $193,805 at 6%; with 50% employer match about $193,805 at 4% or $129,203 at 6%; with 100% employer match about $145,354 at 4% or $96,902 at 6%.
2023148$20,443,434$592,205$12,338iApproximate average salary by contribution assumption: employee only about $308,440 at 4% or $205,627 at 6%; with 50% employer match about $205,627 at 4% or $137,084 at 6%; with 100% employer match about $154,220 at 4% or $102,813 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-48$20,443,434$592,205$12,338iApproximate average salary by contribution assumption: employee only about $308,440 at 4% or $205,627 at 6%; with 50% employer match about $205,627 at 4% or $137,084 at 6%; with 100% employer match about $154,220 at 4% or $102,813 at 6%.
2022163$20,908,948$512,455$8,134iApproximate average salary by contribution assumption: employee only about $203,355 at 4% or $135,570 at 6%; with 50% employer match about $135,570 at 4% or $90,380 at 6%; with 100% employer match about $101,678 at 4% or $67,785 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-63$20,908,948$512,455$8,134iApproximate average salary by contribution assumption: employee only about $203,355 at 4% or $135,570 at 6%; with 50% employer match about $135,570 at 4% or $90,380 at 6%; with 100% employer match about $101,678 at 4% or $67,785 at 6%.
2021162$25,878,482$541,732$8,738iApproximate average salary by contribution assumption: employee only about $218,440 at 4% or $145,627 at 6%; with 50% employer match about $145,627 at 4% or $97,085 at 6%; with 100% employer match about $109,220 at 4% or $72,813 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-62$25,878,482$541,732$8,738iApproximate average salary by contribution assumption: employee only about $218,440 at 4% or $145,627 at 6%; with 50% employer match about $145,627 at 4% or $97,085 at 6%; with 100% employer match about $109,220 at 4% or $72,813 at 6%.
2020165$26,892,371$492,298$7,574iApproximate average salary by contribution assumption: employee only about $189,345 at 4% or $126,230 at 6%; with 50% employer match about $126,230 at 4% or $84,154 at 6%; with 100% employer match about $94,673 at 4% or $63,115 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-65$26,892,371$492,298$7,574iApproximate average salary by contribution assumption: employee only about $189,345 at 4% or $126,230 at 6%; with 50% employer match about $126,230 at 4% or $84,154 at 6%; with 100% employer match about $94,673 at 4% or $63,115 at 6%.
2019162$26,208,827$558,474$9,008iApproximate average salary by contribution assumption: employee only about $225,191 at 4% or $150,127 at 6%; with 50% employer match about $150,127 at 4% or $100,085 at 6%; with 100% employer match about $112,596 at 4% or $75,064 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-62$26,208,827$558,474$9,008iApproximate average salary by contribution assumption: employee only about $225,191 at 4% or $150,127 at 6%; with 50% employer match about $150,127 at 4% or $100,085 at 6%; with 100% employer match about $112,596 at 4% or $75,064 at 6%.
2018162$23,897,044$547,015$8,823iApproximate average salary by contribution assumption: employee only about $220,571 at 4% or $147,047 at 6%; with 50% employer match about $147,047 at 4% or $98,031 at 6%; with 100% employer match about $110,285 at 4% or $73,524 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-62$23,897,044$547,015$8,823iApproximate average salary by contribution assumption: employee only about $220,571 at 4% or $147,047 at 6%; with 50% employer match about $147,047 at 4% or $98,031 at 6%; with 100% employer match about $110,285 at 4% or $73,524 at 6%.
2017165$26,247,349$972,817$14,966iApproximate average salary by contribution assumption: employee only about $374,160 at 4% or $249,440 at 6%; with 50% employer match about $249,440 at 4% or $166,294 at 6%; with 100% employer match about $187,080 at 4% or $124,720 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-65$26,247,349$972,817$14,966iApproximate average salary by contribution assumption: employee only about $374,160 at 4% or $249,440 at 6%; with 50% employer match about $249,440 at 4% or $166,294 at 6%; with 100% employer match about $187,080 at 4% or $124,720 at 6%.
2016171$24,128,315$1,747,702$24,616iApproximate average salary by contribution assumption: employee only about $615,388 at 4% or $410,259 at 6%; with 50% employer match about $410,259 at 4% or $273,506 at 6%; with 100% employer match about $307,694 at 4% or $205,129 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-71$24,128,315$1,747,702$24,616iApproximate average salary by contribution assumption: employee only about $615,388 at 4% or $410,259 at 6%; with 50% employer match about $410,259 at 4% or $273,506 at 6%; with 100% employer match about $307,694 at 4% or $205,129 at 6%.
2015176$21,776,227$690,000$9,079iApproximate average salary by contribution assumption: employee only about $226,974 at 4% or $151,316 at 6%; with 50% employer match about $151,316 at 4% or $100,877 at 6%; with 100% employer match about $113,487 at 4% or $75,658 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-76$21,776,227$690,000$9,079iApproximate average salary by contribution assumption: employee only about $226,974 at 4% or $151,316 at 6%; with 50% employer match about $151,316 at 4% or $100,877 at 6%; with 100% employer match about $113,487 at 4% or $75,658 at 6%.
2014174$24,910,376$444,628$6,008iApproximate average salary by contribution assumption: employee only about $150,212 at 4% or $100,141 at 6%; with 50% employer match about $100,141 at 4% or $66,761 at 6%; with 100% employer match about $75,106 at 4% or $50,071 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-74$24,910,376$444,628$6,008iApproximate average salary by contribution assumption: employee only about $150,212 at 4% or $100,141 at 6%; with 50% employer match about $100,141 at 4% or $66,761 at 6%; with 100% employer match about $75,106 at 4% or $50,071 at 6%.
2013181$27,523,336$1,117,785$13,800iApproximate average salary by contribution assumption: employee only about $344,995 at 4% or $229,997 at 6%; with 50% employer match about $229,997 at 4% or $153,331 at 6%; with 100% employer match about $172,498 at 4% or $114,998 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-81$27,523,336$1,117,785$13,800iApproximate average salary by contribution assumption: employee only about $344,995 at 4% or $229,997 at 6%; with 50% employer match about $229,997 at 4% or $153,331 at 6%; with 100% employer match about $172,498 at 4% or $114,998 at 6%.
2012188$25,573,272$1,028,729$11,690iApproximate average salary by contribution assumption: employee only about $292,253 at 4% or $194,835 at 6%; with 50% employer match about $194,835 at 4% or $129,890 at 6%; with 100% employer match about $146,126 at 4% or $97,418 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-88$25,573,272$1,028,729$11,690iApproximate average salary by contribution assumption: employee only about $292,253 at 4% or $194,835 at 6%; with 50% employer match about $194,835 at 4% or $129,890 at 6%; with 100% employer match about $146,126 at 4% or $97,418 at 6%.
2011191$22,183,408$800,825$8,800iApproximate average salary by contribution assumption: employee only about $220,007 at 4% or $146,671 at 6%; with 50% employer match about $146,671 at 4% or $97,781 at 6%; with 100% employer match about $110,003 at 4% or $73,336 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-91$22,183,408$800,825$8,800iApproximate average salary by contribution assumption: employee only about $220,007 at 4% or $146,671 at 6%; with 50% employer match about $146,671 at 4% or $97,781 at 6%; with 100% employer match about $110,003 at 4% or $73,336 at 6%.
2010193$23,148,202$865,058$9,302iApproximate average salary by contribution assumption: employee only about $232,542 at 4% or $155,028 at 6%; with 50% employer match about $155,028 at 4% or $103,352 at 6%; with 100% employer match about $116,271 at 4% or $77,514 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-93$23,148,202$865,058$9,302iApproximate average salary by contribution assumption: employee only about $232,542 at 4% or $155,028 at 6%; with 50% employer match about $155,028 at 4% or $103,352 at 6%; with 100% employer match about $116,271 at 4% or $77,514 at 6%.
2009194$20,769,401$1,210,894$12,882iApproximate average salary by contribution assumption: employee only about $322,046 at 4% or $214,698 at 6%; with 50% employer match about $214,698 at 4% or $143,132 at 6%; with 100% employer match about $161,023 at 4% or $107,349 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-94$20,769,401$1,210,894$12,882iApproximate average salary by contribution assumption: employee only about $322,046 at 4% or $214,698 at 6%; with 50% employer match about $214,698 at 4% or $143,132 at 6%; with 100% employer match about $161,023 at 4% or $107,349 at 6%.
2008169$15,830,865$829,445$12,021iApproximate average salary by contribution assumption: employee only about $300,524 at 4% or $200,349 at 6%; with 50% employer match about $200,349 at 4% or $133,566 at 6%; with 100% employer match about $150,262 at 4% or $100,175 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-69$15,830,865$829,445$12,021iApproximate average salary by contribution assumption: employee only about $300,524 at 4% or $200,349 at 6%; with 50% employer match about $200,349 at 4% or $133,566 at 6%; with 100% employer match about $150,262 at 4% or $100,175 at 6%.
2007164$22,542,149$1,184,844$18,513iApproximate average salary by contribution assumption: employee only about $462,830 at 4% or $308,553 at 6%; with 50% employer match about $308,553 at 4% or $205,702 at 6%; with 100% employer match about $231,415 at 4% or $154,277 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-64$22,542,149$1,184,844$18,513iApproximate average salary by contribution assumption: employee only about $462,830 at 4% or $308,553 at 6%; with 50% employer match about $308,553 at 4% or $205,702 at 6%; with 100% employer match about $231,415 at 4% or $154,277 at 6%.
2006161$20,085,639$696,960$11,426iApproximate average salary by contribution assumption: employee only about $285,639 at 4% or $190,426 at 6%; with 50% employer match about $190,426 at 4% or $126,951 at 6%; with 100% employer match about $142,820 at 4% or $95,213 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-61$20,085,639$696,960$11,426iApproximate average salary by contribution assumption: employee only about $285,639 at 4% or $190,426 at 6%; with 50% employer match about $190,426 at 4% or $126,951 at 6%; with 100% employer match about $142,820 at 4% or $95,213 at 6%.
2005150$17,079,889$705,240$14,105iApproximate average salary by contribution assumption: employee only about $352,620 at 4% or $235,080 at 6%; with 50% employer match about $235,080 at 4% or $156,720 at 6%; with 100% employer match about $176,310 at 4% or $117,540 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-50$17,079,889$705,240$14,105iApproximate average salary by contribution assumption: employee only about $352,620 at 4% or $235,080 at 6%; with 50% employer match about $235,080 at 4% or $156,720 at 6%; with 100% employer match about $176,310 at 4% or $117,540 at 6%.
2004165$15,118,182$1,284,847$19,767iApproximate average salary by contribution assumption: employee only about $494,172 at 4% or $329,448 at 6%; with 50% employer match about $329,448 at 4% or $219,632 at 6%; with 100% employer match about $247,086 at 4% or $164,724 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-65$15,118,182$1,284,847$19,767iApproximate average salary by contribution assumption: employee only about $494,172 at 4% or $329,448 at 6%; with 50% employer match about $329,448 at 4% or $219,632 at 6%; with 100% employer match about $247,086 at 4% or $164,724 at 6%.
2003166$12,863,970$1,383,937$20,969iApproximate average salary by contribution assumption: employee only about $524,219 at 4% or $349,479 at 6%; with 50% employer match about $349,479 at 4% or $232,986 at 6%; with 100% employer match about $262,109 at 4% or $174,740 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-66$12,863,970$1,383,937$20,969iApproximate average salary by contribution assumption: employee only about $524,219 at 4% or $349,479 at 6%; with 50% employer match about $349,479 at 4% or $232,986 at 6%; with 100% employer match about $262,109 at 4% or $174,740 at 6%.
2002171$9,546,486$1,194,650$16,826iApproximate average salary by contribution assumption: employee only about $420,651 at 4% or $280,434 at 6%; with 50% employer match about $280,434 at 4% or $186,956 at 6%; with 100% employer match about $210,326 at 4% or $140,217 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-71$9,546,486$1,194,650$16,826iApproximate average salary by contribution assumption: employee only about $420,651 at 4% or $280,434 at 6%; with 50% employer match about $280,434 at 4% or $186,956 at 6%; with 100% employer match about $210,326 at 4% or $140,217 at 6%.
2001168$0$0-
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-68---
2000163$10,383,133$666,354$10,577iApproximate average salary by contribution assumption: employee only about $264,426 at 4% or $176,284 at 6%; with 50% employer match about $176,284 at 4% or $117,523 at 6%; with 100% employer match about $132,213 at 4% or $88,142 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-63$10,383,133$666,354$10,577iApproximate average salary by contribution assumption: employee only about $264,426 at 4% or $176,284 at 6%; with 50% employer match about $176,284 at 4% or $117,523 at 6%; with 100% employer match about $132,213 at 4% or $88,142 at 6%.
1999166$9,962,093$784,503$11,886iApproximate average salary by contribution assumption: employee only about $297,160 at 4% or $198,107 at 6%; with 50% employer match about $198,107 at 4% or $132,071 at 6%; with 100% employer match about $148,580 at 4% or $99,053 at 6%.
Lommen, Nelson, Cole & Stageberg, P.A. Restated 401K Profit Sharing Plan Plan and Trust-66$9,962,093$784,503$11,886iApproximate average salary by contribution assumption: employee only about $297,160 at 4% or $198,107 at 6%; with 50% employer match about $198,107 at 4% or $132,071 at 6%; with 100% employer match about $148,580 at 4% or $99,053 at 6%.