Civic Intelligence

THE LUTS & GREENLEIGH GROUP

Plan context: LGG FINANCIAL 401(K) PLAN

EIN 45-5561109 • Bethesda, MD • 6 filings • 2 plans

7200 Wisconsin Avenue, Suite 300Bethesda, MD 20814
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$3,200,761

2025 Contributions

$196,000

Historical Graphs

Total Assets Over Time

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

$3,200,761$1,600,381$0202020232025YearValue
$3,200,761Latest year 2025

Participants Over Time

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

320202020232025YearValue
3Latest year 2025

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
202513$3,200,761$196,000$65,333iApproximate average salary by contribution assumption: employee only about $1,633,333 at 4% or $1,088,889 at 6%; with 50% employer match about $1,088,889 at 4% or $725,926 at 6%; with 100% employer match about $816,667 at 4% or $544,444 at 6%.
LGG FINANCIAL 401(K) PLAN-3$3,200,761$196,000$65,333iApproximate average salary by contribution assumption: employee only about $1,633,333 at 4% or $1,088,889 at 6%; with 50% employer match about $1,088,889 at 4% or $725,926 at 6%; with 100% employer match about $816,667 at 4% or $544,444 at 6%.
202413$2,613,596$195,500$65,167iApproximate average salary by contribution assumption: employee only about $1,629,167 at 4% or $1,086,111 at 6%; with 50% employer match about $1,086,111 at 4% or $724,074 at 6%; with 100% employer match about $814,583 at 4% or $543,056 at 6%.
LGG FINANCIAL 401(K) PLAN-3$2,613,596$195,500$65,167iApproximate average salary by contribution assumption: employee only about $1,629,167 at 4% or $1,086,111 at 6%; with 50% employer match about $1,086,111 at 4% or $724,074 at 6%; with 100% employer match about $814,583 at 4% or $543,056 at 6%.
202313$2,099,057$180,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
LGG FINANCIAL 401(K) PLAN-3$2,099,057$180,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
202213$1,600,674$166,648$55,549iApproximate average salary by contribution assumption: employee only about $1,388,733 at 4% or $925,822 at 6%; with 50% employer match about $925,822 at 4% or $617,215 at 6%; with 100% employer match about $694,367 at 4% or $462,911 at 6%.
LGG FINANCIAL 401(K) PLAN-3$1,600,674$166,648$55,549iApproximate average salary by contribution assumption: employee only about $1,388,733 at 4% or $925,822 at 6%; with 50% employer match about $925,822 at 4% or $617,215 at 6%; with 100% employer match about $694,367 at 4% or $462,911 at 6%.
202113$1,922,627$157,050$52,350iApproximate average salary by contribution assumption: employee only about $1,308,750 at 4% or $872,500 at 6%; with 50% employer match about $872,500 at 4% or $581,667 at 6%; with 100% employer match about $654,375 at 4% or $436,250 at 6%.
THE LUTS & GREENLEIGH GROUP 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST-3$1,922,627$157,050$52,350iApproximate average salary by contribution assumption: employee only about $1,308,750 at 4% or $872,500 at 6%; with 50% employer match about $872,500 at 4% or $581,667 at 6%; with 100% employer match about $654,375 at 4% or $436,250 at 6%.
202013$1,560,869$154,911$51,637iApproximate average salary by contribution assumption: employee only about $1,290,925 at 4% or $860,617 at 6%; with 50% employer match about $860,617 at 4% or $573,744 at 6%; with 100% employer match about $645,463 at 4% or $430,308 at 6%.
THE LUTS & GREENLEIGH GROUP 401(K) RATE GROUP PROFIT SHARING PLAN AND TRUST-3$1,560,869$154,911$51,637iApproximate average salary by contribution assumption: employee only about $1,290,925 at 4% or $860,617 at 6%; with 50% employer match about $860,617 at 4% or $573,744 at 6%; with 100% employer match about $645,463 at 4% or $430,308 at 6%.