Anthony Lombardo & Associates
Plan context: Anthony Lombardo Associates 401 K Profit Sharing Plan Trust
EIN 45-3935877 • Salinas, CA • 13 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
18
2024 Assets
$1,084,194
2024 Contributions
$84,766
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 | 18 | $1,084,194 | $84,766 | $4,709iApproximate average salary by contribution assumption: employee only about $117,731 at 4% or $78,487 at 6%; with 50% employer match about $78,487 at 4% or $52,325 at 6%; with 100% employer match about $58,865 at 4% or $39,244 at 6%. |
| Anthony Lombardo Associates 401 K Profit Sharing Plan Trust | - | 18 | $1,084,194 | $84,766 | $4,709iApproximate average salary by contribution assumption: employee only about $117,731 at 4% or $78,487 at 6%; with 50% employer match about $78,487 at 4% or $52,325 at 6%; with 100% employer match about $58,865 at 4% or $39,244 at 6%. |
| 2023 | 1 | 16 | $1,062,148 | $79,488 | $4,968iApproximate average salary by contribution assumption: employee only about $124,200 at 4% or $82,800 at 6%; with 50% employer match about $82,800 at 4% or $55,200 at 6%; with 100% employer match about $62,100 at 4% or $41,400 at 6%. |
| Anthony Lombardo Associates 401 K Profit Sharing Plan Trust | - | 16 | $1,062,148 | $79,488 | $4,968iApproximate average salary by contribution assumption: employee only about $124,200 at 4% or $82,800 at 6%; with 50% employer match about $82,800 at 4% or $55,200 at 6%; with 100% employer match about $62,100 at 4% or $41,400 at 6%. |
| 2022 | 1 | 15 | $898,627 | $87,910 | $5,861iApproximate average salary by contribution assumption: employee only about $146,517 at 4% or $97,678 at 6%; with 50% employer match about $97,678 at 4% or $65,119 at 6%; with 100% employer match about $73,258 at 4% or $48,839 at 6%. |
| Anthony Lombardo Associates 401 K Profit Sharing Plan Trust | - | 15 | $898,627 | $87,910 | $5,861iApproximate average salary by contribution assumption: employee only about $146,517 at 4% or $97,678 at 6%; with 50% employer match about $97,678 at 4% or $65,119 at 6%; with 100% employer match about $73,258 at 4% or $48,839 at 6%. |
| 2021 | 1 | 15 | $922,167 | $109,563 | $7,304iApproximate average salary by contribution assumption: employee only about $182,605 at 4% or $121,737 at 6%; with 50% employer match about $121,737 at 4% or $81,158 at 6%; with 100% employer match about $91,303 at 4% or $60,868 at 6%. |
| Anthony Lombardo Associates 401 K Profit Sharing Plan Trust | - | 15 | $922,167 | $109,563 | $7,304iApproximate average salary by contribution assumption: employee only about $182,605 at 4% or $121,737 at 6%; with 50% employer match about $121,737 at 4% or $81,158 at 6%; with 100% employer match about $91,303 at 4% or $60,868 at 6%. |
| 2020 | 1 | 14 | $709,450 | $76,965 | $5,498iApproximate average salary by contribution assumption: employee only about $137,438 at 4% or $91,625 at 6%; with 50% employer match about $91,625 at 4% or $61,083 at 6%; with 100% employer match about $68,719 at 4% or $45,813 at 6%. |
| Anthony Lombardo Associates 401 K Profit Sharing Plan Trust | - | 14 | $709,450 | $76,965 | $5,498iApproximate average salary by contribution assumption: employee only about $137,438 at 4% or $91,625 at 6%; with 50% employer match about $91,625 at 4% or $61,083 at 6%; with 100% employer match about $68,719 at 4% or $45,813 at 6%. |
| 2019 | 1 | 13 | $607,632 | $47,820 | $3,678iApproximate average salary by contribution assumption: employee only about $91,962 at 4% or $61,308 at 6%; with 50% employer match about $61,308 at 4% or $40,872 at 6%; with 100% employer match about $45,981 at 4% or $30,654 at 6%. |
| Anthony Lombardo Associates 401 K Profit Sharing Plan Trust | - | 13 | $607,632 | $47,820 | $3,678iApproximate average salary by contribution assumption: employee only about $91,962 at 4% or $61,308 at 6%; with 50% employer match about $61,308 at 4% or $40,872 at 6%; with 100% employer match about $45,981 at 4% or $30,654 at 6%. |
| 2018 | 1 | 12 | $487,981 | $31,430 | $2,619iApproximate average salary by contribution assumption: employee only about $65,479 at 4% or $43,653 at 6%; with 50% employer match about $43,653 at 4% or $29,102 at 6%; with 100% employer match about $32,740 at 4% or $21,826 at 6%. |
| Anthony Lombardo Associates 401 K Profit Sharing Plan Trust | - | 12 | $487,981 | $31,430 | $2,619iApproximate average salary by contribution assumption: employee only about $65,479 at 4% or $43,653 at 6%; with 50% employer match about $43,653 at 4% or $29,102 at 6%; with 100% employer match about $32,740 at 4% or $21,826 at 6%. |
| 2017 | 1 | 4 | $585,450 | $6,408 | $1,602iApproximate average salary by contribution assumption: employee only about $40,050 at 4% or $26,700 at 6%; with 50% employer match about $26,700 at 4% or $17,800 at 6%; with 100% employer match about $20,025 at 4% or $13,350 at 6%. |
| Anthony Lombardo Associates 401 K Profit Sharing Plan Trust | - | 4 | $585,450 | $6,408 | $1,602iApproximate average salary by contribution assumption: employee only about $40,050 at 4% or $26,700 at 6%; with 50% employer match about $26,700 at 4% or $17,800 at 6%; with 100% employer match about $20,025 at 4% or $13,350 at 6%. |
| 2016 | 1 | 4 | $557,541 | $6,983 | $1,746iApproximate average salary by contribution assumption: employee only about $43,644 at 4% or $29,096 at 6%; with 50% employer match about $29,096 at 4% or $19,397 at 6%; with 100% employer match about $21,822 at 4% or $14,548 at 6%. |
| Anthony Lombardo Associates 401 K Profit Sharing Plan Trust | - | 4 | $557,541 | $6,983 | $1,746iApproximate average salary by contribution assumption: employee only about $43,644 at 4% or $29,096 at 6%; with 50% employer match about $29,096 at 4% or $19,397 at 6%; with 100% employer match about $21,822 at 4% or $14,548 at 6%. |
| 2015 | 1 | 4 | $527,406 | $18,408 | $4,602iApproximate average salary by contribution assumption: employee only about $115,050 at 4% or $76,700 at 6%; with 50% employer match about $76,700 at 4% or $51,133 at 6%; with 100% employer match about $57,525 at 4% or $38,350 at 6%. |
| Anthony Lombardo Associates 401 K Profit Sharing Plan Trust | - | 4 | $527,406 | $18,408 | $4,602iApproximate average salary by contribution assumption: employee only about $115,050 at 4% or $76,700 at 6%; with 50% employer match about $76,700 at 4% or $51,133 at 6%; with 100% employer match about $57,525 at 4% or $38,350 at 6%. |
| 2014 | 1 | 6 | $769,763 | $24,537 | $4,090iApproximate average salary by contribution assumption: employee only about $102,238 at 4% or $68,158 at 6%; with 50% employer match about $68,158 at 4% or $45,439 at 6%; with 100% employer match about $51,119 at 4% or $34,079 at 6%. |
| Anthony Lombardo Associates 401 K Profit Sharing Plan Trust | - | 6 | $769,763 | $24,537 | $4,090iApproximate average salary by contribution assumption: employee only about $102,238 at 4% or $68,158 at 6%; with 50% employer match about $68,158 at 4% or $45,439 at 6%; with 100% employer match about $51,119 at 4% or $34,079 at 6%. |
| 2013 | 1 | 6 | $718,588 | $21,477 | $3,580iApproximate average salary by contribution assumption: employee only about $89,488 at 4% or $59,658 at 6%; with 50% employer match about $59,658 at 4% or $39,772 at 6%; with 100% employer match about $44,744 at 4% or $29,829 at 6%. |
| Anthony Lombardo Associates 401 K Profit Sharing Plan Trust | - | 6 | $718,588 | $21,477 | $3,580iApproximate average salary by contribution assumption: employee only about $89,488 at 4% or $59,658 at 6%; with 50% employer match about $59,658 at 4% or $39,772 at 6%; with 100% employer match about $44,744 at 4% or $29,829 at 6%. |
| 2012 | 1 | 6 | $603,594 | $570,171 | $95,029iApproximate average salary by contribution assumption: employee only about $2,375,713 at 4% or $1,583,808 at 6%; with 50% employer match about $1,583,808 at 4% or $1,055,872 at 6%; with 100% employer match about $1,187,856 at 4% or $791,904 at 6%. |
| Anthony Lombardo Associates 401 K Profit Sharing Plan Trust | - | 6 | $603,594 | $570,171 | $95,029iApproximate average salary by contribution assumption: employee only about $2,375,713 at 4% or $1,583,808 at 6%; with 50% employer match about $1,583,808 at 4% or $1,055,872 at 6%; with 100% employer match about $1,187,856 at 4% or $791,904 at 6%. |