Lipp, Carlson, & Lommen Ltd.
Plan context: Lipp, Carlson, & Lommen Ltd. 401K
EIN 45-0387077 • Grand Forks, ND • 27 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$2,552,154
2024 Contributions
$140,124
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 | 20 | $2,552,154 | $140,124 | $7,006iApproximate average salary by contribution assumption: employee only about $175,155 at 4% or $116,770 at 6%; with 50% employer match about $116,770 at 4% or $77,847 at 6%; with 100% employer match about $87,578 at 4% or $58,385 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 20 | $2,552,154 | $140,124 | $7,006iApproximate average salary by contribution assumption: employee only about $175,155 at 4% or $116,770 at 6%; with 50% employer match about $116,770 at 4% or $77,847 at 6%; with 100% employer match about $87,578 at 4% or $58,385 at 6%. |
| 2023 | 1 | 23 | $3,572,641 | $135,080 | $5,873iApproximate average salary by contribution assumption: employee only about $146,826 at 4% or $97,884 at 6%; with 50% employer match about $97,884 at 4% or $65,256 at 6%; with 100% employer match about $73,413 at 4% or $48,942 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 23 | $3,572,641 | $135,080 | $5,873iApproximate average salary by contribution assumption: employee only about $146,826 at 4% or $97,884 at 6%; with 50% employer match about $97,884 at 4% or $65,256 at 6%; with 100% employer match about $73,413 at 4% or $48,942 at 6%. |
| 2022 | 1 | 22 | $3,148,741 | $124,878 | $5,676iApproximate average salary by contribution assumption: employee only about $141,907 at 4% or $94,605 at 6%; with 50% employer match about $94,605 at 4% or $63,070 at 6%; with 100% employer match about $70,953 at 4% or $47,302 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 22 | $3,148,741 | $124,878 | $5,676iApproximate average salary by contribution assumption: employee only about $141,907 at 4% or $94,605 at 6%; with 50% employer match about $94,605 at 4% or $63,070 at 6%; with 100% employer match about $70,953 at 4% or $47,302 at 6%. |
| 2021 | 1 | 21 | $2,736,439 | $140,593 | $6,695iApproximate average salary by contribution assumption: employee only about $167,373 at 4% or $111,582 at 6%; with 50% employer match about $111,582 at 4% or $74,388 at 6%; with 100% employer match about $83,686 at 4% or $55,791 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 21 | $2,736,439 | $140,593 | $6,695iApproximate average salary by contribution assumption: employee only about $167,373 at 4% or $111,582 at 6%; with 50% employer match about $111,582 at 4% or $74,388 at 6%; with 100% employer match about $83,686 at 4% or $55,791 at 6%. |
| 2020 | 1 | 21 | $3,075,653 | $148,385 | $7,066iApproximate average salary by contribution assumption: employee only about $176,649 at 4% or $117,766 at 6%; with 50% employer match about $117,766 at 4% or $78,511 at 6%; with 100% employer match about $88,324 at 4% or $58,883 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 21 | $3,075,653 | $148,385 | $7,066iApproximate average salary by contribution assumption: employee only about $176,649 at 4% or $117,766 at 6%; with 50% employer match about $117,766 at 4% or $78,511 at 6%; with 100% employer match about $88,324 at 4% or $58,883 at 6%. |
| 2019 | 1 | 20 | $2,258,673 | $92,553 | $4,628iApproximate average salary by contribution assumption: employee only about $115,691 at 4% or $77,128 at 6%; with 50% employer match about $77,128 at 4% or $51,418 at 6%; with 100% employer match about $57,846 at 4% or $38,564 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 20 | $2,258,673 | $92,553 | $4,628iApproximate average salary by contribution assumption: employee only about $115,691 at 4% or $77,128 at 6%; with 50% employer match about $77,128 at 4% or $51,418 at 6%; with 100% employer match about $57,846 at 4% or $38,564 at 6%. |
| 2018 | 1 | 18 | $2,382,231 | $59,607 | $3,312iApproximate average salary by contribution assumption: employee only about $82,788 at 4% or $55,192 at 6%; with 50% employer match about $55,192 at 4% or $36,794 at 6%; with 100% employer match about $41,394 at 4% or $27,596 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 18 | $2,382,231 | $59,607 | $3,312iApproximate average salary by contribution assumption: employee only about $82,788 at 4% or $55,192 at 6%; with 50% employer match about $55,192 at 4% or $36,794 at 6%; with 100% employer match about $41,394 at 4% or $27,596 at 6%. |
| 2017 | 1 | 18 | $2,232,361 | $57,894 | $3,216iApproximate average salary by contribution assumption: employee only about $80,408 at 4% or $53,606 at 6%; with 50% employer match about $53,606 at 4% or $35,737 at 6%; with 100% employer match about $40,204 at 4% or $26,803 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 18 | $2,232,361 | $57,894 | $3,216iApproximate average salary by contribution assumption: employee only about $80,408 at 4% or $53,606 at 6%; with 50% employer match about $53,606 at 4% or $35,737 at 6%; with 100% employer match about $40,204 at 4% or $26,803 at 6%. |
| 2016 | 1 | 18 | $2,065,951 | $170,012 | $9,445iApproximate average salary by contribution assumption: employee only about $236,128 at 4% or $157,419 at 6%; with 50% employer match about $157,419 at 4% or $104,946 at 6%; with 100% employer match about $118,064 at 4% or $78,709 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 18 | $2,065,951 | $170,012 | $9,445iApproximate average salary by contribution assumption: employee only about $236,128 at 4% or $157,419 at 6%; with 50% employer match about $157,419 at 4% or $104,946 at 6%; with 100% employer match about $118,064 at 4% or $78,709 at 6%. |
| 2015 | 1 | 18 | $1,715,164 | $82,164 | $4,565iApproximate average salary by contribution assumption: employee only about $114,117 at 4% or $76,078 at 6%; with 50% employer match about $76,078 at 4% or $50,719 at 6%; with 100% employer match about $57,058 at 4% or $38,039 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 18 | $1,715,164 | $82,164 | $4,565iApproximate average salary by contribution assumption: employee only about $114,117 at 4% or $76,078 at 6%; with 50% employer match about $76,078 at 4% or $50,719 at 6%; with 100% employer match about $57,058 at 4% or $38,039 at 6%. |
| 2014 | 1 | 18 | $2,861,323 | $95,171 | $5,287iApproximate average salary by contribution assumption: employee only about $132,182 at 4% or $88,121 at 6%; with 50% employer match about $88,121 at 4% or $58,748 at 6%; with 100% employer match about $66,091 at 4% or $44,061 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 18 | $2,861,323 | $95,171 | $5,287iApproximate average salary by contribution assumption: employee only about $132,182 at 4% or $88,121 at 6%; with 50% employer match about $88,121 at 4% or $58,748 at 6%; with 100% employer match about $66,091 at 4% or $44,061 at 6%. |
| 2013 | 1 | 18 | $2,836,874 | $108,721 | $6,040iApproximate average salary by contribution assumption: employee only about $151,001 at 4% or $100,668 at 6%; with 50% employer match about $100,668 at 4% or $67,112 at 6%; with 100% employer match about $75,501 at 4% or $50,334 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 18 | $2,836,874 | $108,721 | $6,040iApproximate average salary by contribution assumption: employee only about $151,001 at 4% or $100,668 at 6%; with 50% employer match about $100,668 at 4% or $67,112 at 6%; with 100% employer match about $75,501 at 4% or $50,334 at 6%. |
| 2012 | 1 | 17 | $3,009,905 | $103,069 | $6,063iApproximate average salary by contribution assumption: employee only about $151,572 at 4% or $101,048 at 6%; with 50% employer match about $101,048 at 4% or $67,365 at 6%; with 100% employer match about $75,786 at 4% or $50,524 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 17 | $3,009,905 | $103,069 | $6,063iApproximate average salary by contribution assumption: employee only about $151,572 at 4% or $101,048 at 6%; with 50% employer match about $101,048 at 4% or $67,365 at 6%; with 100% employer match about $75,786 at 4% or $50,524 at 6%. |
| 2011 | 1 | 17 | $2,671,951 | $110,965 | $6,527iApproximate average salary by contribution assumption: employee only about $163,184 at 4% or $108,789 at 6%; with 50% employer match about $108,789 at 4% or $72,526 at 6%; with 100% employer match about $81,592 at 4% or $54,395 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 17 | $2,671,951 | $110,965 | $6,527iApproximate average salary by contribution assumption: employee only about $163,184 at 4% or $108,789 at 6%; with 50% employer match about $108,789 at 4% or $72,526 at 6%; with 100% employer match about $81,592 at 4% or $54,395 at 6%. |
| 2010 | 1 | 14 | $2,615,729 | $120,566 | $8,612iApproximate average salary by contribution assumption: employee only about $215,296 at 4% or $143,531 at 6%; with 50% employer match about $143,531 at 4% or $95,687 at 6%; with 100% employer match about $107,648 at 4% or $71,765 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 14 | $2,615,729 | $120,566 | $8,612iApproximate average salary by contribution assumption: employee only about $215,296 at 4% or $143,531 at 6%; with 50% employer match about $143,531 at 4% or $95,687 at 6%; with 100% employer match about $107,648 at 4% or $71,765 at 6%. |
| 2009 | 1 | 14 | $2,226,435 | $108,070 | $7,719iApproximate average salary by contribution assumption: employee only about $192,982 at 4% or $128,655 at 6%; with 50% employer match about $128,655 at 4% or $85,770 at 6%; with 100% employer match about $96,491 at 4% or $64,327 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 14 | $2,226,435 | $108,070 | $7,719iApproximate average salary by contribution assumption: employee only about $192,982 at 4% or $128,655 at 6%; with 50% employer match about $128,655 at 4% or $85,770 at 6%; with 100% employer match about $96,491 at 4% or $64,327 at 6%. |
| 2008 | 1 | 13 | $0 | $0 | - |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 13 | - | - | - |
| 2007 | 1 | 13 | $0 | $0 | - |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 13 | - | - | - |
| 2006 | 1 | 12 | $2,251,236 | $131,079 | $10,923iApproximate average salary by contribution assumption: employee only about $273,081 at 4% or $182,054 at 6%; with 50% employer match about $182,054 at 4% or $121,369 at 6%; with 100% employer match about $136,541 at 4% or $91,027 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 12 | $2,251,236 | $131,079 | $10,923iApproximate average salary by contribution assumption: employee only about $273,081 at 4% or $182,054 at 6%; with 50% employer match about $182,054 at 4% or $121,369 at 6%; with 100% employer match about $136,541 at 4% or $91,027 at 6%. |
| 2005 | 1 | 12 | $1,764,845 | $126,942 | $10,579iApproximate average salary by contribution assumption: employee only about $264,463 at 4% or $176,308 at 6%; with 50% employer match about $176,308 at 4% or $117,539 at 6%; with 100% employer match about $132,231 at 4% or $88,154 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 12 | $1,764,845 | $126,942 | $10,579iApproximate average salary by contribution assumption: employee only about $264,463 at 4% or $176,308 at 6%; with 50% employer match about $176,308 at 4% or $117,539 at 6%; with 100% employer match about $132,231 at 4% or $88,154 at 6%. |
| 2004 | 1 | 12 | $1,452,689 | $86,859 | $7,238iApproximate average salary by contribution assumption: employee only about $180,956 at 4% or $120,638 at 6%; with 50% employer match about $120,638 at 4% or $80,425 at 6%; with 100% employer match about $90,478 at 4% or $60,319 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 12 | $1,452,689 | $86,859 | $7,238iApproximate average salary by contribution assumption: employee only about $180,956 at 4% or $120,638 at 6%; with 50% employer match about $120,638 at 4% or $80,425 at 6%; with 100% employer match about $90,478 at 4% or $60,319 at 6%. |
| 2003 | 2 | 10 | $2,287 | $7,125 | $713iApproximate average salary by contribution assumption: employee only about $17,813 at 4% or $11,875 at 6%; with 50% employer match about $11,875 at 4% or $7,917 at 6%; with 100% employer match about $8,906 at 4% or $5,938 at 6%. |
| LIPP, CARLSON, LOMMEN & WITUCKI, LTD. HEALTHCARE REIMBURSMENT PLAN | - | 7 | $2,287 | $7,125 | $1,018iApproximate average salary by contribution assumption: employee only about $25,446 at 4% or $16,964 at 6%; with 50% employer match about $16,964 at 4% or $11,310 at 6%; with 100% employer match about $12,723 at 4% or $8,482 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 10 | - | - | - |
| 2002 | 1 | 9 | $0 | $0 | - |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 9 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 8 | - | - | - |
| 2000 | 1 | 7 | $0 | $0 | - |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 7 | - | - | - |
| 1999 | 1 | 7 | $999,836 | $65,080 | $9,297iApproximate average salary by contribution assumption: employee only about $232,429 at 4% or $154,952 at 6%; with 50% employer match about $154,952 at 4% or $103,302 at 6%; with 100% employer match about $116,214 at 4% or $77,476 at 6%. |
| Lipp, Carlson, & Lommen Ltd. 401K | - | 7 | $999,836 | $65,080 | $9,297iApproximate average salary by contribution assumption: employee only about $232,429 at 4% or $154,952 at 6%; with 50% employer match about $154,952 at 4% or $103,302 at 6%; with 100% employer match about $116,214 at 4% or $77,476 at 6%. |