Civic Intelligence

Klein, Lundmark, Barberick & Lamont, P.C.

Plan context: Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan

EIN 46-0510564 • Phoenix, AZ • 22 filings • 9 plans

333 E Osborn Rd.Suite 150Phoenix, AZ 85012
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$6,924,760

2024 Contributions

$255,246

Historical Graphs

Total Assets Over Time

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

$6,924,760$3,462,380$0200320142024YearValue
$6,924,760Latest year 2024

Participants Over Time

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

25130200320142024YearValue
24Latest 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
2024124$6,924,760$255,246$10,635iApproximate average salary by contribution assumption: employee only about $265,881 at 4% or $177,254 at 6%; with 50% employer match about $177,254 at 4% or $118,169 at 6%; with 100% employer match about $132,941 at 4% or $88,627 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-24$6,924,760$255,246$10,635iApproximate average salary by contribution assumption: employee only about $265,881 at 4% or $177,254 at 6%; with 50% employer match about $177,254 at 4% or $118,169 at 6%; with 100% employer match about $132,941 at 4% or $88,627 at 6%.
2023124$6,380,770$171,511$7,146iApproximate average salary by contribution assumption: employee only about $178,657 at 4% or $119,105 at 6%; with 50% employer match about $119,105 at 4% or $79,403 at 6%; with 100% employer match about $89,329 at 4% or $59,552 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-24$6,380,770$171,511$7,146iApproximate average salary by contribution assumption: employee only about $178,657 at 4% or $119,105 at 6%; with 50% employer match about $119,105 at 4% or $79,403 at 6%; with 100% employer match about $89,329 at 4% or $59,552 at 6%.
2022125$5,312,838$237,366$9,495iApproximate average salary by contribution assumption: employee only about $237,366 at 4% or $158,244 at 6%; with 50% employer match about $158,244 at 4% or $105,496 at 6%; with 100% employer match about $118,683 at 4% or $79,122 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-25$5,312,838$237,366$9,495iApproximate average salary by contribution assumption: employee only about $237,366 at 4% or $158,244 at 6%; with 50% employer match about $158,244 at 4% or $105,496 at 6%; with 100% employer match about $118,683 at 4% or $79,122 at 6%.
2021124$6,273,636$198,221$8,259iApproximate average salary by contribution assumption: employee only about $206,480 at 4% or $137,653 at 6%; with 50% employer match about $137,653 at 4% or $91,769 at 6%; with 100% employer match about $103,240 at 4% or $68,827 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-24$6,273,636$198,221$8,259iApproximate average salary by contribution assumption: employee only about $206,480 at 4% or $137,653 at 6%; with 50% employer match about $137,653 at 4% or $91,769 at 6%; with 100% employer match about $103,240 at 4% or $68,827 at 6%.
2020119$5,289,250$213,181$11,220iApproximate average salary by contribution assumption: employee only about $280,501 at 4% or $187,001 at 6%; with 50% employer match about $187,001 at 4% or $124,667 at 6%; with 100% employer match about $140,251 at 4% or $93,500 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-19$5,289,250$213,181$11,220iApproximate average salary by contribution assumption: employee only about $280,501 at 4% or $187,001 at 6%; with 50% employer match about $187,001 at 4% or $124,667 at 6%; with 100% employer match about $140,251 at 4% or $93,500 at 6%.
2019121$5,071,292$276,152$13,150iApproximate average salary by contribution assumption: employee only about $328,752 at 4% or $219,168 at 6%; with 50% employer match about $219,168 at 4% or $146,112 at 6%; with 100% employer match about $164,376 at 4% or $109,584 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-21$5,071,292$276,152$13,150iApproximate average salary by contribution assumption: employee only about $328,752 at 4% or $219,168 at 6%; with 50% employer match about $219,168 at 4% or $146,112 at 6%; with 100% employer match about $164,376 at 4% or $109,584 at 6%.
2018122$4,082,749$243,393$11,063iApproximate average salary by contribution assumption: employee only about $276,583 at 4% or $184,389 at 6%; with 50% employer match about $184,389 at 4% or $122,926 at 6%; with 100% employer match about $138,291 at 4% or $92,194 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-22$4,082,749$243,393$11,063iApproximate average salary by contribution assumption: employee only about $276,583 at 4% or $184,389 at 6%; with 50% employer match about $184,389 at 4% or $122,926 at 6%; with 100% employer match about $138,291 at 4% or $92,194 at 6%.
2017120$4,178,912$233,188$11,659iApproximate average salary by contribution assumption: employee only about $291,485 at 4% or $194,323 at 6%; with 50% employer match about $194,323 at 4% or $129,549 at 6%; with 100% employer match about $145,743 at 4% or $97,162 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-20$4,178,912$233,188$11,659iApproximate average salary by contribution assumption: employee only about $291,485 at 4% or $194,323 at 6%; with 50% employer match about $194,323 at 4% or $129,549 at 6%; with 100% employer match about $145,743 at 4% or $97,162 at 6%.
2016120$3,452,825$216,069$10,803iApproximate average salary by contribution assumption: employee only about $270,086 at 4% or $180,058 at 6%; with 50% employer match about $180,058 at 4% or $120,038 at 6%; with 100% employer match about $135,043 at 4% or $90,029 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-20$3,452,825$216,069$10,803iApproximate average salary by contribution assumption: employee only about $270,086 at 4% or $180,058 at 6%; with 50% employer match about $180,058 at 4% or $120,038 at 6%; with 100% employer match about $135,043 at 4% or $90,029 at 6%.
2015117$3,131,827$232,077$13,652iApproximate average salary by contribution assumption: employee only about $341,290 at 4% or $227,526 at 6%; with 50% employer match about $227,526 at 4% or $151,684 at 6%; with 100% employer match about $170,645 at 4% or $113,763 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-17$3,131,827$232,077$13,652iApproximate average salary by contribution assumption: employee only about $341,290 at 4% or $227,526 at 6%; with 50% employer match about $227,526 at 4% or $151,684 at 6%; with 100% employer match about $170,645 at 4% or $113,763 at 6%.
2014117$2,977,959$260,100$15,300iApproximate average salary by contribution assumption: employee only about $382,500 at 4% or $255,000 at 6%; with 50% employer match about $255,000 at 4% or $170,000 at 6%; with 100% employer match about $191,250 at 4% or $127,500 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-17$2,977,959$260,100$15,300iApproximate average salary by contribution assumption: employee only about $382,500 at 4% or $255,000 at 6%; with 50% employer match about $255,000 at 4% or $170,000 at 6%; with 100% employer match about $191,250 at 4% or $127,500 at 6%.
2013116$2,566,781$225,381$14,086iApproximate average salary by contribution assumption: employee only about $352,158 at 4% or $234,772 at 6%; with 50% employer match about $234,772 at 4% or $156,515 at 6%; with 100% employer match about $176,079 at 4% or $117,386 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-16$2,566,781$225,381$14,086iApproximate average salary by contribution assumption: employee only about $352,158 at 4% or $234,772 at 6%; with 50% employer match about $234,772 at 4% or $156,515 at 6%; with 100% employer match about $176,079 at 4% or $117,386 at 6%.
2012116$2,164,101$218,737$13,671iApproximate average salary by contribution assumption: employee only about $341,777 at 4% or $227,851 at 6%; with 50% employer match about $227,851 at 4% or $151,901 at 6%; with 100% employer match about $170,888 at 4% or $113,926 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-16$2,164,101$218,737$13,671iApproximate average salary by contribution assumption: employee only about $341,777 at 4% or $227,851 at 6%; with 50% employer match about $227,851 at 4% or $151,901 at 6%; with 100% employer match about $170,888 at 4% or $113,926 at 6%.
2011114$1,742,918$153,331$10,952iApproximate average salary by contribution assumption: employee only about $273,805 at 4% or $182,537 at 6%; with 50% employer match about $182,537 at 4% or $121,691 at 6%; with 100% employer match about $136,903 at 4% or $91,268 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-14$1,742,918$153,331$10,952iApproximate average salary by contribution assumption: employee only about $273,805 at 4% or $182,537 at 6%; with 50% employer match about $182,537 at 4% or $121,691 at 6%; with 100% employer match about $136,903 at 4% or $91,268 at 6%.
2010113$1,638,773$141,976$10,921iApproximate average salary by contribution assumption: employee only about $273,031 at 4% or $182,021 at 6%; with 50% employer match about $182,021 at 4% or $121,347 at 6%; with 100% employer match about $136,515 at 4% or $91,010 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-13$1,638,773$141,976$10,921iApproximate average salary by contribution assumption: employee only about $273,031 at 4% or $182,021 at 6%; with 50% employer match about $182,021 at 4% or $121,347 at 6%; with 100% employer match about $136,515 at 4% or $91,010 at 6%.
2009112$1,302,077$133,661$11,138iApproximate average salary by contribution assumption: employee only about $278,460 at 4% or $185,640 at 6%; with 50% employer match about $185,640 at 4% or $123,760 at 6%; with 100% employer match about $139,230 at 4% or $92,820 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-12$1,302,077$133,661$11,138iApproximate average salary by contribution assumption: employee only about $278,460 at 4% or $185,640 at 6%; with 50% employer match about $185,640 at 4% or $123,760 at 6%; with 100% employer match about $139,230 at 4% or $92,820 at 6%.
2008113$921,980$135,280$10,406iApproximate average salary by contribution assumption: employee only about $260,154 at 4% or $173,436 at 6%; with 50% employer match about $173,436 at 4% or $115,624 at 6%; with 100% employer match about $130,077 at 4% or $86,718 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-13$921,980$135,280$10,406iApproximate average salary by contribution assumption: employee only about $260,154 at 4% or $173,436 at 6%; with 50% employer match about $173,436 at 4% or $115,624 at 6%; with 100% employer match about $130,077 at 4% or $86,718 at 6%.
2007111$0$0-
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-11---
2006112$1,075,713$127,899$10,658iApproximate average salary by contribution assumption: employee only about $266,456 at 4% or $177,638 at 6%; with 50% employer match about $177,638 at 4% or $118,425 at 6%; with 100% employer match about $133,228 at 4% or $88,819 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-12$1,075,713$127,899$10,658iApproximate average salary by contribution assumption: employee only about $266,456 at 4% or $177,638 at 6%; with 50% employer match about $177,638 at 4% or $118,425 at 6%; with 100% employer match about $133,228 at 4% or $88,819 at 6%.
2005111$856,895$244,147$22,195iApproximate average salary by contribution assumption: employee only about $554,880 at 4% or $369,920 at 6%; with 50% employer match about $369,920 at 4% or $246,613 at 6%; with 100% employer match about $277,440 at 4% or $184,960 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-11$856,895$244,147$22,195iApproximate average salary by contribution assumption: employee only about $554,880 at 4% or $369,920 at 6%; with 50% employer match about $369,920 at 4% or $246,613 at 6%; with 100% employer match about $277,440 at 4% or $184,960 at 6%.
2004111$573,110$77,326$7,030iApproximate average salary by contribution assumption: employee only about $175,741 at 4% or $117,161 at 6%; with 50% employer match about $117,161 at 4% or $78,107 at 6%; with 100% employer match about $87,870 at 4% or $58,580 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-11$573,110$77,326$7,030iApproximate average salary by contribution assumption: employee only about $175,741 at 4% or $117,161 at 6%; with 50% employer match about $117,161 at 4% or $78,107 at 6%; with 100% employer match about $87,870 at 4% or $58,580 at 6%.
2003111$459,660$93,326$8,484iApproximate average salary by contribution assumption: employee only about $212,105 at 4% or $141,403 at 6%; with 50% employer match about $141,403 at 4% or $94,269 at 6%; with 100% employer match about $106,052 at 4% or $70,702 at 6%.
Klein, Lundmark, Barberick & Lamont PC. 401(K) Profit Sharing Plan-11$459,660$93,326$8,484iApproximate average salary by contribution assumption: employee only about $212,105 at 4% or $141,403 at 6%; with 50% employer match about $141,403 at 4% or $94,269 at 6%; with 100% employer match about $106,052 at 4% or $70,702 at 6%.