Civic Intelligence

Lipsey, Morrison, Waller & Lipsey PC

Plan context: Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan

EIN 62-0992032 • Knoxville, TN • 26 filings • 3 plans

1430 Island Home AvenueKnoxville, TN 37920
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$3,968,578

2025 Contributions

$100,891

Historical Graphs

Total Assets Over Time

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

$3,968,578$1,984,289$0199920142025YearValue
$3,968,578Latest year 2025

Participants Over Time

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

37190199920132025YearValue
14Latest 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
2025114$3,968,578$100,891$7,207iApproximate average salary by contribution assumption: employee only about $180,163 at 4% or $120,108 at 6%; with 50% employer match about $120,108 at 4% or $80,072 at 6%; with 100% employer match about $90,081 at 4% or $60,054 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-14$3,968,578$100,891$7,207iApproximate average salary by contribution assumption: employee only about $180,163 at 4% or $120,108 at 6%; with 50% employer match about $120,108 at 4% or $80,072 at 6%; with 100% employer match about $90,081 at 4% or $60,054 at 6%.
2024115$3,584,829$169,539$11,303iApproximate average salary by contribution assumption: employee only about $282,565 at 4% or $188,377 at 6%; with 50% employer match about $188,377 at 4% or $125,584 at 6%; with 100% employer match about $141,283 at 4% or $94,188 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-15$3,584,829$169,539$11,303iApproximate average salary by contribution assumption: employee only about $282,565 at 4% or $188,377 at 6%; with 50% employer match about $188,377 at 4% or $125,584 at 6%; with 100% employer match about $141,283 at 4% or $94,188 at 6%.
2023114$3,170,919$139,014$9,930iApproximate average salary by contribution assumption: employee only about $248,239 at 4% or $165,493 at 6%; with 50% employer match about $165,493 at 4% or $110,329 at 6%; with 100% employer match about $124,120 at 4% or $82,746 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-14$3,170,919$139,014$9,930iApproximate average salary by contribution assumption: employee only about $248,239 at 4% or $165,493 at 6%; with 50% employer match about $165,493 at 4% or $110,329 at 6%; with 100% employer match about $124,120 at 4% or $82,746 at 6%.
2022114$2,652,818$100,717$7,194iApproximate average salary by contribution assumption: employee only about $179,852 at 4% or $119,901 at 6%; with 50% employer match about $119,901 at 4% or $79,934 at 6%; with 100% employer match about $89,926 at 4% or $59,951 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-14$2,652,818$100,717$7,194iApproximate average salary by contribution assumption: employee only about $179,852 at 4% or $119,901 at 6%; with 50% employer match about $119,901 at 4% or $79,934 at 6%; with 100% employer match about $89,926 at 4% or $59,951 at 6%.
2021115$3,356,550$91,693$6,113iApproximate average salary by contribution assumption: employee only about $152,822 at 4% or $101,881 at 6%; with 50% employer match about $101,881 at 4% or $67,921 at 6%; with 100% employer match about $76,411 at 4% or $50,941 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-15$3,356,550$91,693$6,113iApproximate average salary by contribution assumption: employee only about $152,822 at 4% or $101,881 at 6%; with 50% employer match about $101,881 at 4% or $67,921 at 6%; with 100% employer match about $76,411 at 4% or $50,941 at 6%.
2020115$2,887,523$106,773$7,118iApproximate average salary by contribution assumption: employee only about $177,955 at 4% or $118,637 at 6%; with 50% employer match about $118,637 at 4% or $79,091 at 6%; with 100% employer match about $88,978 at 4% or $59,318 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-15$2,887,523$106,773$7,118iApproximate average salary by contribution assumption: employee only about $177,955 at 4% or $118,637 at 6%; with 50% employer match about $118,637 at 4% or $79,091 at 6%; with 100% employer match about $88,978 at 4% or $59,318 at 6%.
2019118$3,176,081$86,964$4,831iApproximate average salary by contribution assumption: employee only about $120,783 at 4% or $80,522 at 6%; with 50% employer match about $80,522 at 4% or $53,681 at 6%; with 100% employer match about $60,392 at 4% or $40,261 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-18$3,176,081$86,964$4,831iApproximate average salary by contribution assumption: employee only about $120,783 at 4% or $80,522 at 6%; with 50% employer match about $80,522 at 4% or $53,681 at 6%; with 100% employer match about $60,392 at 4% or $40,261 at 6%.
2018115$2,632,898$83,578$5,572iApproximate average salary by contribution assumption: employee only about $139,297 at 4% or $92,864 at 6%; with 50% employer match about $92,864 at 4% or $61,910 at 6%; with 100% employer match about $69,648 at 4% or $46,432 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-15$2,632,898$83,578$5,572iApproximate average salary by contribution assumption: employee only about $139,297 at 4% or $92,864 at 6%; with 50% employer match about $92,864 at 4% or $61,910 at 6%; with 100% employer match about $69,648 at 4% or $46,432 at 6%.
2017118$2,997,621$113,185$6,288iApproximate average salary by contribution assumption: employee only about $157,201 at 4% or $104,801 at 6%; with 50% employer match about $104,801 at 4% or $69,867 at 6%; with 100% employer match about $78,601 at 4% or $52,400 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-18$2,997,621$113,185$6,288iApproximate average salary by contribution assumption: employee only about $157,201 at 4% or $104,801 at 6%; with 50% employer match about $104,801 at 4% or $69,867 at 6%; with 100% employer match about $78,601 at 4% or $52,400 at 6%.
2016121$2,555,855$92,884$4,423iApproximate average salary by contribution assumption: employee only about $110,576 at 4% or $73,717 at 6%; with 50% employer match about $73,717 at 4% or $49,145 at 6%; with 100% employer match about $55,288 at 4% or $36,859 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-21$2,555,855$92,884$4,423iApproximate average salary by contribution assumption: employee only about $110,576 at 4% or $73,717 at 6%; with 50% employer match about $73,717 at 4% or $49,145 at 6%; with 100% employer match about $55,288 at 4% or $36,859 at 6%.
2015122$2,331,844$74,174$3,372iApproximate average salary by contribution assumption: employee only about $84,289 at 4% or $56,192 at 6%; with 50% employer match about $56,192 at 4% or $37,462 at 6%; with 100% employer match about $42,144 at 4% or $28,096 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-22$2,331,844$74,174$3,372iApproximate average salary by contribution assumption: employee only about $84,289 at 4% or $56,192 at 6%; with 50% employer match about $56,192 at 4% or $37,462 at 6%; with 100% employer match about $42,144 at 4% or $28,096 at 6%.
2014125$2,847,274$76,318$3,053iApproximate average salary by contribution assumption: employee only about $76,318 at 4% or $50,879 at 6%; with 50% employer match about $50,879 at 4% or $33,919 at 6%; with 100% employer match about $38,159 at 4% or $25,439 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-25$2,847,274$76,318$3,053iApproximate average salary by contribution assumption: employee only about $76,318 at 4% or $50,879 at 6%; with 50% employer match about $50,879 at 4% or $33,919 at 6%; with 100% employer match about $38,159 at 4% or $25,439 at 6%.
2013125$2,773,195$101,240$4,050iApproximate average salary by contribution assumption: employee only about $101,240 at 4% or $67,493 at 6%; with 50% employer match about $67,493 at 4% or $44,996 at 6%; with 100% employer match about $50,620 at 4% or $33,747 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-25$2,773,195$101,240$4,050iApproximate average salary by contribution assumption: employee only about $101,240 at 4% or $67,493 at 6%; with 50% employer match about $67,493 at 4% or $44,996 at 6%; with 100% employer match about $50,620 at 4% or $33,747 at 6%.
2012130$2,543,049$112,001$3,733iApproximate average salary by contribution assumption: employee only about $93,334 at 4% or $62,223 at 6%; with 50% employer match about $62,223 at 4% or $41,482 at 6%; with 100% employer match about $46,667 at 4% or $31,111 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-30$2,543,049$112,001$3,733iApproximate average salary by contribution assumption: employee only about $93,334 at 4% or $62,223 at 6%; with 50% employer match about $62,223 at 4% or $41,482 at 6%; with 100% employer match about $46,667 at 4% or $31,111 at 6%.
2011131$2,242,408$97,512$3,146iApproximate average salary by contribution assumption: employee only about $78,639 at 4% or $52,426 at 6%; with 50% employer match about $52,426 at 4% or $34,951 at 6%; with 100% employer match about $39,319 at 4% or $26,213 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-31$2,242,408$97,512$3,146iApproximate average salary by contribution assumption: employee only about $78,639 at 4% or $52,426 at 6%; with 50% employer match about $52,426 at 4% or $34,951 at 6%; with 100% employer match about $39,319 at 4% or $26,213 at 6%.
2009137$2,032,686$115,577$3,124iApproximate average salary by contribution assumption: employee only about $78,093 at 4% or $52,062 at 6%; with 50% employer match about $52,062 at 4% or $34,708 at 6%; with 100% employer match about $39,046 at 4% or $26,031 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-37$2,032,686$115,577$3,124iApproximate average salary by contribution assumption: employee only about $78,093 at 4% or $52,062 at 6%; with 50% employer match about $52,062 at 4% or $34,708 at 6%; with 100% employer match about $39,046 at 4% or $26,031 at 6%.
2008134$1,595,028$138,639$4,078iApproximate average salary by contribution assumption: employee only about $101,940 at 4% or $67,960 at 6%; with 50% employer match about $67,960 at 4% or $45,307 at 6%; with 100% employer match about $50,970 at 4% or $33,980 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-34$1,595,028$138,639$4,078iApproximate average salary by contribution assumption: employee only about $101,940 at 4% or $67,960 at 6%; with 50% employer match about $67,960 at 4% or $45,307 at 6%; with 100% employer match about $50,970 at 4% or $33,980 at 6%.
2007131$2,149,592$161,143$5,198iApproximate average salary by contribution assumption: employee only about $129,954 at 4% or $86,636 at 6%; with 50% employer match about $86,636 at 4% or $57,757 at 6%; with 100% employer match about $64,977 at 4% or $43,318 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-31$2,149,592$161,143$5,198iApproximate average salary by contribution assumption: employee only about $129,954 at 4% or $86,636 at 6%; with 50% employer match about $86,636 at 4% or $57,757 at 6%; with 100% employer match about $64,977 at 4% or $43,318 at 6%.
2006129$1,952,021$160,925$5,549iApproximate average salary by contribution assumption: employee only about $138,728 at 4% or $92,486 at 6%; with 50% employer match about $92,486 at 4% or $61,657 at 6%; with 100% employer match about $69,364 at 4% or $46,243 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-29$1,952,021$160,925$5,549iApproximate average salary by contribution assumption: employee only about $138,728 at 4% or $92,486 at 6%; with 50% employer match about $92,486 at 4% or $61,657 at 6%; with 100% employer match about $69,364 at 4% or $46,243 at 6%.
2005127$1,582,782$179,386$6,644iApproximate average salary by contribution assumption: employee only about $166,098 at 4% or $110,732 at 6%; with 50% employer match about $110,732 at 4% or $73,821 at 6%; with 100% employer match about $83,049 at 4% or $55,366 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-27$1,582,782$179,386$6,644iApproximate average salary by contribution assumption: employee only about $166,098 at 4% or $110,732 at 6%; with 50% employer match about $110,732 at 4% or $73,821 at 6%; with 100% employer match about $83,049 at 4% or $55,366 at 6%.
2004124$1,299,970$137,780$5,741iApproximate average salary by contribution assumption: employee only about $143,521 at 4% or $95,681 at 6%; with 50% employer match about $95,681 at 4% or $63,787 at 6%; with 100% employer match about $71,760 at 4% or $47,840 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-24$1,299,970$137,780$5,741iApproximate average salary by contribution assumption: employee only about $143,521 at 4% or $95,681 at 6%; with 50% employer match about $95,681 at 4% or $63,787 at 6%; with 100% employer match about $71,760 at 4% or $47,840 at 6%.
2003125$1,019,961$108,420$4,337iApproximate average salary by contribution assumption: employee only about $108,420 at 4% or $72,280 at 6%; with 50% employer match about $72,280 at 4% or $48,187 at 6%; with 100% employer match about $54,210 at 4% or $36,140 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-25$1,019,961$108,420$4,337iApproximate average salary by contribution assumption: employee only about $108,420 at 4% or $72,280 at 6%; with 50% employer match about $72,280 at 4% or $48,187 at 6%; with 100% employer match about $54,210 at 4% or $36,140 at 6%.
2002125$0$0-
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-25---
2001121$832,441$111,525$5,311iApproximate average salary by contribution assumption: employee only about $132,768 at 4% or $88,512 at 6%; with 50% employer match about $88,512 at 4% or $59,008 at 6%; with 100% employer match about $66,384 at 4% or $44,256 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-21$832,441$111,525$5,311iApproximate average salary by contribution assumption: employee only about $132,768 at 4% or $88,512 at 6%; with 50% employer match about $88,512 at 4% or $59,008 at 6%; with 100% employer match about $66,384 at 4% or $44,256 at 6%.
2000116$0$0-
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-16---
1999117$1,080,250$95,729$5,631iApproximate average salary by contribution assumption: employee only about $140,778 at 4% or $93,852 at 6%; with 50% employer match about $93,852 at 4% or $62,568 at 6%; with 100% employer match about $70,389 at 4% or $46,926 at 6%.
Lipsey, Morrison, Waller & Lipsey PC 401(K) Profit Sharing Plan-17$1,080,250$95,729$5,631iApproximate average salary by contribution assumption: employee only about $140,778 at 4% or $93,852 at 6%; with 50% employer match about $93,852 at 4% or $62,568 at 6%; with 100% employer match about $70,389 at 4% or $46,926 at 6%.