Lind, Jensen, Sullivan & Peterson, P.A.
Plan context: Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust
EIN 41-1688289 • Minneapolis, MN • 29 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
63
2024 Assets
$18,830,567
2024 Contributions
$785,236
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 | 63 | $18,830,567 | $785,236 | $12,464iApproximate average salary by contribution assumption: employee only about $311,602 at 4% or $207,734 at 6%; with 50% employer match about $207,734 at 4% or $138,490 at 6%; with 100% employer match about $155,801 at 4% or $103,867 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 63 | $18,830,567 | $785,236 | $12,464iApproximate average salary by contribution assumption: employee only about $311,602 at 4% or $207,734 at 6%; with 50% employer match about $207,734 at 4% or $138,490 at 6%; with 100% employer match about $155,801 at 4% or $103,867 at 6%. |
| 2023 | 1 | 67 | $15,871,287 | $2,121,761 | $31,668iApproximate average salary by contribution assumption: employee only about $791,702 at 4% or $527,801 at 6%; with 50% employer match about $527,801 at 4% or $351,867 at 6%; with 100% employer match about $395,851 at 4% or $263,901 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 67 | $15,871,287 | $2,121,761 | $31,668iApproximate average salary by contribution assumption: employee only about $791,702 at 4% or $527,801 at 6%; with 50% employer match about $527,801 at 4% or $351,867 at 6%; with 100% employer match about $395,851 at 4% or $263,901 at 6%. |
| 2022 | 1 | 69 | $17,238,599 | $747,119 | $10,828iApproximate average salary by contribution assumption: employee only about $270,695 at 4% or $180,464 at 6%; with 50% employer match about $180,464 at 4% or $120,309 at 6%; with 100% employer match about $135,348 at 4% or $90,232 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 69 | $17,238,599 | $747,119 | $10,828iApproximate average salary by contribution assumption: employee only about $270,695 at 4% or $180,464 at 6%; with 50% employer match about $180,464 at 4% or $120,309 at 6%; with 100% employer match about $135,348 at 4% or $90,232 at 6%. |
| 2021 | 1 | 95 | $19,702,589 | $843,052 | $8,874iApproximate average salary by contribution assumption: employee only about $221,856 at 4% or $147,904 at 6%; with 50% employer match about $147,904 at 4% or $98,603 at 6%; with 100% employer match about $110,928 at 4% or $73,952 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 95 | $19,702,589 | $843,052 | $8,874iApproximate average salary by contribution assumption: employee only about $221,856 at 4% or $147,904 at 6%; with 50% employer match about $147,904 at 4% or $98,603 at 6%; with 100% employer match about $110,928 at 4% or $73,952 at 6%. |
| 2020 | 1 | 87 | $17,235,715 | $662,812 | $7,619iApproximate average salary by contribution assumption: employee only about $190,463 at 4% or $126,975 at 6%; with 50% employer match about $126,975 at 4% or $84,650 at 6%; with 100% employer match about $95,232 at 4% or $63,488 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 87 | $17,235,715 | $662,812 | $7,619iApproximate average salary by contribution assumption: employee only about $190,463 at 4% or $126,975 at 6%; with 50% employer match about $126,975 at 4% or $84,650 at 6%; with 100% employer match about $95,232 at 4% or $63,488 at 6%. |
| 2019 | 1 | 88 | $15,380,806 | $698,430 | $7,937iApproximate average salary by contribution assumption: employee only about $198,418 at 4% or $132,278 at 6%; with 50% employer match about $132,278 at 4% or $88,186 at 6%; with 100% employer match about $99,209 at 4% or $66,139 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 88 | $15,380,806 | $698,430 | $7,937iApproximate average salary by contribution assumption: employee only about $198,418 at 4% or $132,278 at 6%; with 50% employer match about $132,278 at 4% or $88,186 at 6%; with 100% employer match about $99,209 at 4% or $66,139 at 6%. |
| 2018 | 1 | 93 | $12,718,610 | $706,552 | $7,597iApproximate average salary by contribution assumption: employee only about $189,933 at 4% or $126,622 at 6%; with 50% employer match about $126,622 at 4% or $84,415 at 6%; with 100% employer match about $94,967 at 4% or $63,311 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 93 | $12,718,610 | $706,552 | $7,597iApproximate average salary by contribution assumption: employee only about $189,933 at 4% or $126,622 at 6%; with 50% employer match about $126,622 at 4% or $84,415 at 6%; with 100% employer match about $94,967 at 4% or $63,311 at 6%. |
| 2017 | 1 | 83 | $13,656,353 | $695,360 | $8,378iApproximate average salary by contribution assumption: employee only about $209,446 at 4% or $139,631 at 6%; with 50% employer match about $139,631 at 4% or $93,087 at 6%; with 100% employer match about $104,723 at 4% or $69,815 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 83 | $13,656,353 | $695,360 | $8,378iApproximate average salary by contribution assumption: employee only about $209,446 at 4% or $139,631 at 6%; with 50% employer match about $139,631 at 4% or $93,087 at 6%; with 100% employer match about $104,723 at 4% or $69,815 at 6%. |
| 2016 | 1 | 78 | $11,266,812 | $628,089 | $8,052iApproximate average salary by contribution assumption: employee only about $201,311 at 4% or $134,207 at 6%; with 50% employer match about $134,207 at 4% or $89,471 at 6%; with 100% employer match about $100,655 at 4% or $67,104 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 78 | $11,266,812 | $628,089 | $8,052iApproximate average salary by contribution assumption: employee only about $201,311 at 4% or $134,207 at 6%; with 50% employer match about $134,207 at 4% or $89,471 at 6%; with 100% employer match about $100,655 at 4% or $67,104 at 6%. |
| 2015 | 1 | 83 | $10,322,786 | $488,442 | $5,885iApproximate average salary by contribution assumption: employee only about $147,121 at 4% or $98,081 at 6%; with 50% employer match about $98,081 at 4% or $65,387 at 6%; with 100% employer match about $73,561 at 4% or $49,040 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 83 | $10,322,786 | $488,442 | $5,885iApproximate average salary by contribution assumption: employee only about $147,121 at 4% or $98,081 at 6%; with 50% employer match about $98,081 at 4% or $65,387 at 6%; with 100% employer match about $73,561 at 4% or $49,040 at 6%. |
| 2014 | 1 | 82 | $11,308,693 | $573,222 | $6,991iApproximate average salary by contribution assumption: employee only about $174,763 at 4% or $116,509 at 6%; with 50% employer match about $116,509 at 4% or $77,672 at 6%; with 100% employer match about $87,381 at 4% or $58,254 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 82 | $11,308,693 | $573,222 | $6,991iApproximate average salary by contribution assumption: employee only about $174,763 at 4% or $116,509 at 6%; with 50% employer match about $116,509 at 4% or $77,672 at 6%; with 100% employer match about $87,381 at 4% or $58,254 at 6%. |
| 2013 | 1 | 78 | $10,978,081 | $583,799 | $7,485iApproximate average salary by contribution assumption: employee only about $187,115 at 4% or $124,743 at 6%; with 50% employer match about $124,743 at 4% or $83,162 at 6%; with 100% employer match about $93,558 at 4% or $62,372 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 78 | $10,978,081 | $583,799 | $7,485iApproximate average salary by contribution assumption: employee only about $187,115 at 4% or $124,743 at 6%; with 50% employer match about $124,743 at 4% or $83,162 at 6%; with 100% employer match about $93,558 at 4% or $62,372 at 6%. |
| 2012 | 1 | 73 | $9,162,217 | $516,709 | $7,078iApproximate average salary by contribution assumption: employee only about $176,955 at 4% or $117,970 at 6%; with 50% employer match about $117,970 at 4% or $78,647 at 6%; with 100% employer match about $88,478 at 4% or $58,985 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 73 | $9,162,217 | $516,709 | $7,078iApproximate average salary by contribution assumption: employee only about $176,955 at 4% or $117,970 at 6%; with 50% employer match about $117,970 at 4% or $78,647 at 6%; with 100% employer match about $88,478 at 4% or $58,985 at 6%. |
| 2011 | 1 | 73 | $7,951,797 | $594,516 | $8,144iApproximate average salary by contribution assumption: employee only about $203,601 at 4% or $135,734 at 6%; with 50% employer match about $135,734 at 4% or $90,489 at 6%; with 100% employer match about $101,801 at 4% or $67,867 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 73 | $7,951,797 | $594,516 | $8,144iApproximate average salary by contribution assumption: employee only about $203,601 at 4% or $135,734 at 6%; with 50% employer match about $135,734 at 4% or $90,489 at 6%; with 100% employer match about $101,801 at 4% or $67,867 at 6%. |
| 2010 | 1 | 72 | $7,659,764 | $638,465 | $8,868iApproximate average salary by contribution assumption: employee only about $221,689 at 4% or $147,793 at 6%; with 50% employer match about $147,793 at 4% or $98,529 at 6%; with 100% employer match about $110,845 at 4% or $73,896 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 72 | $7,659,764 | $638,465 | $8,868iApproximate average salary by contribution assumption: employee only about $221,689 at 4% or $147,793 at 6%; with 50% employer match about $147,793 at 4% or $98,529 at 6%; with 100% employer match about $110,845 at 4% or $73,896 at 6%. |
| 2009 | 3 | 60 | $6,896,033 | $692,604 | $11,543iApproximate average salary by contribution assumption: employee only about $288,585 at 4% or $192,390 at 6%; with 50% employer match about $192,390 at 4% or $128,260 at 6%; with 100% employer match about $144,293 at 4% or $96,195 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 60 | $6,896,033 | $692,604 | $11,543iApproximate average salary by contribution assumption: employee only about $288,585 at 4% or $192,390 at 6%; with 50% employer match about $192,390 at 4% or $128,260 at 6%; with 100% employer match about $144,293 at 4% or $96,195 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | - | - | - | - |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | - | - | - | - |
| 2008 | 1 | 50 | $5,234,395 | $930,671 | $18,613iApproximate average salary by contribution assumption: employee only about $465,335 at 4% or $310,224 at 6%; with 50% employer match about $310,224 at 4% or $206,816 at 6%; with 100% employer match about $232,668 at 4% or $155,112 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 50 | $5,234,395 | $930,671 | $18,613iApproximate average salary by contribution assumption: employee only about $465,335 at 4% or $310,224 at 6%; with 50% employer match about $310,224 at 4% or $206,816 at 6%; with 100% employer match about $232,668 at 4% or $155,112 at 6%. |
| 2005 | 1 | 46 | $4,227,461 | $488,684 | $10,624iApproximate average salary by contribution assumption: employee only about $265,589 at 4% or $177,059 at 6%; with 50% employer match about $177,059 at 4% or $118,040 at 6%; with 100% employer match about $132,795 at 4% or $88,530 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 46 | $4,227,461 | $488,684 | $10,624iApproximate average salary by contribution assumption: employee only about $265,589 at 4% or $177,059 at 6%; with 50% employer match about $177,059 at 4% or $118,040 at 6%; with 100% employer match about $132,795 at 4% or $88,530 at 6%. |
| 2004 | 1 | 40 | $3,377,038 | $186,703 | $4,668iApproximate average salary by contribution assumption: employee only about $116,689 at 4% or $77,793 at 6%; with 50% employer match about $77,793 at 4% or $51,862 at 6%; with 100% employer match about $58,345 at 4% or $38,896 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 40 | $3,377,038 | $186,703 | $4,668iApproximate average salary by contribution assumption: employee only about $116,689 at 4% or $77,793 at 6%; with 50% employer match about $77,793 at 4% or $51,862 at 6%; with 100% employer match about $58,345 at 4% or $38,896 at 6%. |
| 2003 | 1 | 33 | $2,802,103 | $377,818 | $11,449iApproximate average salary by contribution assumption: employee only about $286,226 at 4% or $190,817 at 6%; with 50% employer match about $190,817 at 4% or $127,211 at 6%; with 100% employer match about $143,113 at 4% or $95,409 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 33 | $2,802,103 | $377,818 | $11,449iApproximate average salary by contribution assumption: employee only about $286,226 at 4% or $190,817 at 6%; with 50% employer match about $190,817 at 4% or $127,211 at 6%; with 100% employer match about $143,113 at 4% or $95,409 at 6%. |
| 2002 | 2 | 31 | $1,929,422 | $801,442 | $25,853iApproximate average salary by contribution assumption: employee only about $646,324 at 4% or $430,883 at 6%; with 50% employer match about $430,883 at 4% or $287,255 at 6%; with 100% employer match about $323,162 at 4% or $215,441 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 31 | $1,929,422 | $754,929 | $24,353iApproximate average salary by contribution assumption: employee only about $608,814 at 4% or $405,876 at 6%; with 50% employer match about $405,876 at 4% or $270,584 at 6%; with 100% employer match about $304,407 at 4% or $202,938 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Money Purchase Pension Plan | - | 0 | - | $46,513 | - |
| 2001 | 2 | 23 | $1,297,278 | $178,559 | $7,763iApproximate average salary by contribution assumption: employee only about $194,086 at 4% or $129,391 at 6%; with 50% employer match about $129,391 at 4% or $86,260 at 6%; with 100% employer match about $97,043 at 4% or $64,695 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 23 | $1,062,835 | $138,559 | $6,024iApproximate average salary by contribution assumption: employee only about $150,608 at 4% or $100,405 at 6%; with 50% employer match about $100,405 at 4% or $66,937 at 6%; with 100% employer match about $75,304 at 4% or $50,203 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Money Purchase Pension Plan | - | 15 | $234,443 | $40,000 | $2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%. |
| 2000 | 1 | 15 | $230,980 | $25,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Money Purchase Pension Plan | - | 15 | $230,980 | $25,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| 1999 | 2 | 21 | $1,481,751 | $144,937 | $6,902iApproximate average salary by contribution assumption: employee only about $172,544 at 4% or $115,029 at 6%; with 50% employer match about $115,029 at 4% or $76,686 at 6%; with 100% employer match about $86,272 at 4% or $57,515 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Profit Sharing Plan & Trust | - | 21 | $1,265,976 | $119,937 | $5,711iApproximate average salary by contribution assumption: employee only about $142,782 at 4% or $95,188 at 6%; with 50% employer match about $95,188 at 4% or $63,459 at 6%; with 100% employer match about $71,391 at 4% or $47,594 at 6%. |
| Lind, Jensen, Sullivan & Peterson, P.A. Money Purchase Pension Plan | - | 17 | $215,775 | $25,000 | $1,471iApproximate average salary by contribution assumption: employee only about $36,765 at 4% or $24,510 at 6%; with 50% employer match about $24,510 at 4% or $16,340 at 6%; with 100% employer match about $18,382 at 4% or $12,255 at 6%. |