Civic Intelligence

Loree and Lipscomb PLLC

Plan context: Loree & Lipscomb PLLC 401(K) Profit Sharing Plan

EIN 61-1516353 • San Antonio, TX • 17 filings • 4 plans

777 E Sonterra BlvdSan Antonio, TX 78258
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,194,539

2024 Contributions

$84,652

Historical Graphs

Total Assets Over Time

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

$3,236,534$1,618,267$0200820162024YearValue
$2,194,539Latest year 2024

Participants Over Time

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

1050200820162024YearValue
7Latest 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
202417$2,194,539$84,652$12,093iApproximate average salary by contribution assumption: employee only about $302,329 at 4% or $201,552 at 6%; with 50% employer match about $201,552 at 4% or $134,368 at 6%; with 100% employer match about $151,164 at 4% or $100,776 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-7$2,194,539$84,652$12,093iApproximate average salary by contribution assumption: employee only about $302,329 at 4% or $201,552 at 6%; with 50% employer match about $201,552 at 4% or $134,368 at 6%; with 100% employer match about $151,164 at 4% or $100,776 at 6%.
202317$3,236,534$137,680$19,669iApproximate average salary by contribution assumption: employee only about $491,714 at 4% or $327,810 at 6%; with 50% employer match about $327,810 at 4% or $218,540 at 6%; with 100% employer match about $245,857 at 4% or $163,905 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-7$3,236,534$137,680$19,669iApproximate average salary by contribution assumption: employee only about $491,714 at 4% or $327,810 at 6%; with 50% employer match about $327,810 at 4% or $218,540 at 6%; with 100% employer match about $245,857 at 4% or $163,905 at 6%.
202217$2,757,559$90,837$12,977iApproximate average salary by contribution assumption: employee only about $324,418 at 4% or $216,279 at 6%; with 50% employer match about $216,279 at 4% or $144,186 at 6%; with 100% employer match about $162,209 at 4% or $108,139 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-7$2,757,559$90,837$12,977iApproximate average salary by contribution assumption: employee only about $324,418 at 4% or $216,279 at 6%; with 50% employer match about $216,279 at 4% or $144,186 at 6%; with 100% employer match about $162,209 at 4% or $108,139 at 6%.
202118$3,067,373$93,119$11,640iApproximate average salary by contribution assumption: employee only about $290,997 at 4% or $193,998 at 6%; with 50% employer match about $193,998 at 4% or $129,332 at 6%; with 100% employer match about $145,498 at 4% or $96,999 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-8$3,067,373$93,119$11,640iApproximate average salary by contribution assumption: employee only about $290,997 at 4% or $193,998 at 6%; with 50% employer match about $193,998 at 4% or $129,332 at 6%; with 100% employer match about $145,498 at 4% or $96,999 at 6%.
202019$2,691,296$89,560$9,951iApproximate average salary by contribution assumption: employee only about $248,778 at 4% or $165,852 at 6%; with 50% employer match about $165,852 at 4% or $110,568 at 6%; with 100% employer match about $124,389 at 4% or $82,926 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-9$2,691,296$89,560$9,951iApproximate average salary by contribution assumption: employee only about $248,778 at 4% or $165,852 at 6%; with 50% employer match about $165,852 at 4% or $110,568 at 6%; with 100% employer match about $124,389 at 4% or $82,926 at 6%.
201918$1,926,656$82,340$10,293iApproximate average salary by contribution assumption: employee only about $257,313 at 4% or $171,542 at 6%; with 50% employer match about $171,542 at 4% or $114,361 at 6%; with 100% employer match about $128,656 at 4% or $85,771 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-8$1,926,656$82,340$10,293iApproximate average salary by contribution assumption: employee only about $257,313 at 4% or $171,542 at 6%; with 50% employer match about $171,542 at 4% or $114,361 at 6%; with 100% employer match about $128,656 at 4% or $85,771 at 6%.
201819$1,658,054$48,743$5,416iApproximate average salary by contribution assumption: employee only about $135,397 at 4% or $90,265 at 6%; with 50% employer match about $90,265 at 4% or $60,177 at 6%; with 100% employer match about $67,699 at 4% or $45,132 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-9$1,658,054$48,743$5,416iApproximate average salary by contribution assumption: employee only about $135,397 at 4% or $90,265 at 6%; with 50% employer match about $90,265 at 4% or $60,177 at 6%; with 100% employer match about $67,699 at 4% or $45,132 at 6%.
201719$1,690,275$219,164$24,352iApproximate average salary by contribution assumption: employee only about $608,789 at 4% or $405,859 at 6%; with 50% employer match about $405,859 at 4% or $270,573 at 6%; with 100% employer match about $304,394 at 4% or $202,930 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-9$1,690,275$219,164$24,352iApproximate average salary by contribution assumption: employee only about $608,789 at 4% or $405,859 at 6%; with 50% employer match about $405,859 at 4% or $270,573 at 6%; with 100% employer match about $304,394 at 4% or $202,930 at 6%.
201618$1,367,012$102,013$12,752iApproximate average salary by contribution assumption: employee only about $318,791 at 4% or $212,527 at 6%; with 50% employer match about $212,527 at 4% or $141,685 at 6%; with 100% employer match about $159,395 at 4% or $106,264 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-8$1,367,012$102,013$12,752iApproximate average salary by contribution assumption: employee only about $318,791 at 4% or $212,527 at 6%; with 50% employer match about $212,527 at 4% or $141,685 at 6%; with 100% employer match about $159,395 at 4% or $106,264 at 6%.
201517$1,302,924$114,188$16,313iApproximate average salary by contribution assumption: employee only about $407,814 at 4% or $271,876 at 6%; with 50% employer match about $271,876 at 4% or $181,251 at 6%; with 100% employer match about $203,907 at 4% or $135,938 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-7$1,302,924$114,188$16,313iApproximate average salary by contribution assumption: employee only about $407,814 at 4% or $271,876 at 6%; with 50% employer match about $271,876 at 4% or $181,251 at 6%; with 100% employer match about $203,907 at 4% or $135,938 at 6%.
201417$1,231,527$10,482$1,497iApproximate average salary by contribution assumption: employee only about $37,436 at 4% or $24,957 at 6%; with 50% employer match about $24,957 at 4% or $16,638 at 6%; with 100% employer match about $18,718 at 4% or $12,479 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-7$1,231,527$10,482$1,497iApproximate average salary by contribution assumption: employee only about $37,436 at 4% or $24,957 at 6%; with 50% employer match about $24,957 at 4% or $16,638 at 6%; with 100% employer match about $18,718 at 4% or $12,479 at 6%.
201316$1,195,758$124,442$20,740iApproximate average salary by contribution assumption: employee only about $518,508 at 4% or $345,672 at 6%; with 50% employer match about $345,672 at 4% or $230,448 at 6%; with 100% employer match about $259,254 at 4% or $172,836 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-6$1,195,758$124,442$20,740iApproximate average salary by contribution assumption: employee only about $518,508 at 4% or $345,672 at 6%; with 50% employer match about $345,672 at 4% or $230,448 at 6%; with 100% employer match about $259,254 at 4% or $172,836 at 6%.
201216$896,933$53,121$8,854iApproximate average salary by contribution assumption: employee only about $221,338 at 4% or $147,558 at 6%; with 50% employer match about $147,558 at 4% or $98,372 at 6%; with 100% employer match about $110,669 at 4% or $73,779 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-6$896,933$53,121$8,854iApproximate average salary by contribution assumption: employee only about $221,338 at 4% or $147,558 at 6%; with 50% employer match about $147,558 at 4% or $98,372 at 6%; with 100% employer match about $110,669 at 4% or $73,779 at 6%.
201118$986,157$56,514$7,064iApproximate average salary by contribution assumption: employee only about $176,606 at 4% or $117,738 at 6%; with 50% employer match about $117,738 at 4% or $78,492 at 6%; with 100% employer match about $88,303 at 4% or $58,869 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-8$986,157$56,514$7,064iApproximate average salary by contribution assumption: employee only about $176,606 at 4% or $117,738 at 6%; with 50% employer match about $117,738 at 4% or $78,492 at 6%; with 100% employer match about $88,303 at 4% or $58,869 at 6%.
201019$1,115,326$40,218$4,469iApproximate average salary by contribution assumption: employee only about $111,717 at 4% or $74,478 at 6%; with 50% employer match about $74,478 at 4% or $49,652 at 6%; with 100% employer match about $55,858 at 4% or $37,239 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-9$1,115,326$40,218$4,469iApproximate average salary by contribution assumption: employee only about $111,717 at 4% or $74,478 at 6%; with 50% employer match about $74,478 at 4% or $49,652 at 6%; with 100% employer match about $55,858 at 4% or $37,239 at 6%.
2009110$944,001$5,357$536iApproximate average salary by contribution assumption: employee only about $13,393 at 4% or $8,928 at 6%; with 50% employer match about $8,928 at 4% or $5,952 at 6%; with 100% employer match about $6,696 at 4% or $4,464 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-10$944,001$5,357$536iApproximate average salary by contribution assumption: employee only about $13,393 at 4% or $8,928 at 6%; with 50% employer match about $8,928 at 4% or $5,952 at 6%; with 100% employer match about $6,696 at 4% or $4,464 at 6%.
200817$722,138$169,735$24,248iApproximate average salary by contribution assumption: employee only about $606,196 at 4% or $404,131 at 6%; with 50% employer match about $404,131 at 4% or $269,421 at 6%; with 100% employer match about $303,098 at 4% or $202,065 at 6%.
Loree & Lipscomb PLLC 401(K) Profit Sharing Plan-7$722,138$169,735$24,248iApproximate average salary by contribution assumption: employee only about $606,196 at 4% or $404,131 at 6%; with 50% employer match about $404,131 at 4% or $269,421 at 6%; with 100% employer match about $303,098 at 4% or $202,065 at 6%.