Civic Intelligence

Gjerset & Lorenz LLC

Plan context: Gjerset & Lorenz LLC 401K Profit Sharing Plan

EIN 74-2882584 • Austin, TX • 42 filings • 6 plans

2801 Via Fortuna, Suite 500Austin, TX 78746
Current Snapshot

Latest Year

2024

2024 Participants

71

2024 Assets

$41,549,858

2024 Contributions

$5,661,321

Historical Graphs

Total Assets Over Time

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

$41,549,858$20,774,929$0199920122024YearValue
$41,549,858Latest year 2024

Participants Over Time

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

72360199920122024YearValue
71Latest 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
2024271$41,549,858$5,661,321$79,737iApproximate average salary by contribution assumption: employee only about $1,993,423 at 4% or $1,328,949 at 6%; with 50% employer match about $1,328,949 at 4% or $885,966 at 6%; with 100% employer match about $996,711 at 4% or $664,474 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-71$32,118,447$2,511,321$35,371iApproximate average salary by contribution assumption: employee only about $884,268 at 4% or $589,512 at 6%; with 50% employer match about $589,512 at 4% or $393,008 at 6%; with 100% employer match about $442,134 at 4% or $294,756 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-61$9,431,411$3,150,000$51,639iApproximate average salary by contribution assumption: employee only about $1,290,984 at 4% or $860,656 at 6%; with 50% employer match about $860,656 at 4% or $573,770 at 6%; with 100% employer match about $645,492 at 4% or $430,328 at 6%.
2023272$35,493,961$2,818,477$39,146iApproximate average salary by contribution assumption: employee only about $978,638 at 4% or $652,425 at 6%; with 50% employer match about $652,425 at 4% or $434,950 at 6%; with 100% employer match about $489,319 at 4% or $326,213 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-72$28,756,235$2,218,477$30,812iApproximate average salary by contribution assumption: employee only about $770,305 at 4% or $513,536 at 6%; with 50% employer match about $513,536 at 4% or $342,358 at 6%; with 100% employer match about $385,152 at 4% or $256,768 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-70$6,737,726$600,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
2022272$28,172,925$2,364,101$32,835iApproximate average salary by contribution assumption: employee only about $820,868 at 4% or $547,246 at 6%; with 50% employer match about $547,246 at 4% or $364,830 at 6%; with 100% employer match about $410,434 at 4% or $273,623 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-72$22,784,383$2,364,101$32,835iApproximate average salary by contribution assumption: employee only about $820,868 at 4% or $547,246 at 6%; with 50% employer match about $547,246 at 4% or $364,830 at 6%; with 100% employer match about $410,434 at 4% or $273,623 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-65$5,388,542$0-
2021268$33,111,283$2,495,217$36,694iApproximate average salary by contribution assumption: employee only about $917,359 at 4% or $611,573 at 6%; with 50% employer match about $611,573 at 4% or $407,715 at 6%; with 100% employer match about $458,680 at 4% or $305,786 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-68$26,779,715$2,045,217$30,077iApproximate average salary by contribution assumption: employee only about $751,918 at 4% or $501,279 at 6%; with 50% employer match about $501,279 at 4% or $334,186 at 6%; with 100% employer match about $375,959 at 4% or $250,639 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-66$6,331,568$450,000$6,818iApproximate average salary by contribution assumption: employee only about $170,455 at 4% or $113,636 at 6%; with 50% employer match about $113,636 at 4% or $75,758 at 6%; with 100% employer match about $85,227 at 4% or $56,818 at 6%.
2020262$26,580,069$1,228,371$19,812iApproximate average salary by contribution assumption: employee only about $495,311 at 4% or $330,207 at 6%; with 50% employer match about $330,207 at 4% or $220,138 at 6%; with 100% employer match about $247,655 at 4% or $165,104 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-62$21,196,268$778,371$12,554iApproximate average salary by contribution assumption: employee only about $313,859 at 4% or $209,240 at 6%; with 50% employer match about $209,240 at 4% or $139,493 at 6%; with 100% employer match about $156,930 at 4% or $104,620 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-60$5,383,801$450,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
2019265$21,812,966$2,389,754$36,765iApproximate average salary by contribution assumption: employee only about $919,136 at 4% or $612,757 at 6%; with 50% employer match about $612,757 at 4% or $408,505 at 6%; with 100% employer match about $459,568 at 4% or $306,379 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-65$17,315,108$1,939,754$29,842iApproximate average salary by contribution assumption: employee only about $746,059 at 4% or $497,373 at 6%; with 50% employer match about $497,373 at 4% or $331,582 at 6%; with 100% employer match about $373,030 at 4% or $248,686 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-61$4,497,858$450,000$7,377iApproximate average salary by contribution assumption: employee only about $184,426 at 4% or $122,951 at 6%; with 50% employer match about $122,951 at 4% or $81,967 at 6%; with 100% employer match about $92,213 at 4% or $61,475 at 6%.
2018264$16,443,225$2,210,953$34,546iApproximate average salary by contribution assumption: employee only about $863,654 at 4% or $575,769 at 6%; with 50% employer match about $575,769 at 4% or $383,846 at 6%; with 100% employer match about $431,827 at 4% or $287,885 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-64$12,554,468$1,910,953$29,859iApproximate average salary by contribution assumption: employee only about $746,466 at 4% or $497,644 at 6%; with 50% employer match about $497,644 at 4% or $331,763 at 6%; with 100% employer match about $373,233 at 4% or $248,822 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-59$3,888,757$300,000$5,085iApproximate average salary by contribution assumption: employee only about $127,119 at 4% or $84,746 at 6%; with 50% employer match about $84,746 at 4% or $56,497 at 6%; with 100% employer match about $63,559 at 4% or $42,373 at 6%.
2017259$15,858,051$2,323,667$39,384iApproximate average salary by contribution assumption: employee only about $984,605 at 4% or $656,403 at 6%; with 50% employer match about $656,403 at 4% or $437,602 at 6%; with 100% employer match about $492,302 at 4% or $328,202 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-59$12,016,498$1,723,667$29,215iApproximate average salary by contribution assumption: employee only about $730,367 at 4% or $486,912 at 6%; with 50% employer match about $486,912 at 4% or $324,608 at 6%; with 100% employer match about $365,184 at 4% or $243,456 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-57$3,841,553$600,000$10,526iApproximate average salary by contribution assumption: employee only about $263,158 at 4% or $175,439 at 6%; with 50% employer match about $175,439 at 4% or $116,959 at 6%; with 100% employer match about $131,579 at 4% or $87,719 at 6%.
2016254$12,052,235$1,772,614$32,826iApproximate average salary by contribution assumption: employee only about $820,655 at 4% or $547,103 at 6%; with 50% employer match about $547,103 at 4% or $364,735 at 6%; with 100% employer match about $410,327 at 4% or $273,552 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-54$9,069,610$1,572,614$29,122iApproximate average salary by contribution assumption: employee only about $728,062 at 4% or $485,375 at 6%; with 50% employer match about $485,375 at 4% or $323,583 at 6%; with 100% employer match about $364,031 at 4% or $242,687 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-52$2,982,625$200,000$3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%.
2015249$9,999,356$1,309,211$26,719iApproximate average salary by contribution assumption: employee only about $667,965 at 4% or $445,310 at 6%; with 50% employer match about $445,310 at 4% or $296,873 at 6%; with 100% employer match about $333,982 at 4% or $222,655 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-49$7,429,626$1,309,211$26,719iApproximate average salary by contribution assumption: employee only about $667,965 at 4% or $445,310 at 6%; with 50% employer match about $445,310 at 4% or $296,873 at 6%; with 100% employer match about $333,982 at 4% or $222,655 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-49$2,569,730$0-
2014249$9,257,586$1,441,601$29,420iApproximate average salary by contribution assumption: employee only about $735,511 at 4% or $490,340 at 6%; with 50% employer match about $490,340 at 4% or $326,894 at 6%; with 100% employer match about $367,755 at 4% or $245,170 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-49$6,597,539$1,091,601$22,278iApproximate average salary by contribution assumption: employee only about $556,939 at 4% or $371,293 at 6%; with 50% employer match about $371,293 at 4% or $247,529 at 6%; with 100% employer match about $278,470 at 4% or $185,646 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-42$2,660,047$350,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
2013236$7,748,372$1,719,506$47,764iApproximate average salary by contribution assumption: employee only about $1,194,101 at 4% or $796,068 at 6%; with 50% employer match about $796,068 at 4% or $530,712 at 6%; with 100% employer match about $597,051 at 4% or $398,034 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-36$5,592,232$881,904$24,497iApproximate average salary by contribution assumption: employee only about $612,433 at 4% or $408,289 at 6%; with 50% employer match about $408,289 at 4% or $272,193 at 6%; with 100% employer match about $306,217 at 4% or $204,144 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-31$2,156,140$837,602$27,019iApproximate average salary by contribution assumption: employee only about $675,485 at 4% or $450,324 at 6%; with 50% employer match about $450,324 at 4% or $300,216 at 6%; with 100% employer match about $337,743 at 4% or $225,162 at 6%.
2012239$5,381,298$864,341$22,163iApproximate average salary by contribution assumption: employee only about $554,065 at 4% or $369,376 at 6%; with 50% employer match about $369,376 at 4% or $246,251 at 6%; with 100% employer match about $277,032 at 4% or $184,688 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-39$4,091,667$760,636$19,503iApproximate average salary by contribution assumption: employee only about $487,587 at 4% or $325,058 at 6%; with 50% employer match about $325,058 at 4% or $216,705 at 6%; with 100% employer match about $243,794 at 4% or $162,529 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-31$1,289,631$103,705$3,345iApproximate average salary by contribution assumption: employee only about $83,633 at 4% or $55,755 at 6%; with 50% employer match about $55,755 at 4% or $37,170 at 6%; with 100% employer match about $41,817 at 4% or $27,878 at 6%.
2011234$5,358,529$1,118,307$32,891iApproximate average salary by contribution assumption: employee only about $822,285 at 4% or $548,190 at 6%; with 50% employer match about $548,190 at 4% or $365,460 at 6%; with 100% employer match about $411,142 at 4% or $274,095 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-34$4,276,385$667,324$19,627iApproximate average salary by contribution assumption: employee only about $490,679 at 4% or $327,120 at 6%; with 50% employer match about $327,120 at 4% or $218,080 at 6%; with 100% employer match about $245,340 at 4% or $163,560 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-28$1,082,144$450,983$16,107iApproximate average salary by contribution assumption: employee only about $402,663 at 4% or $268,442 at 6%; with 50% employer match about $268,442 at 4% or $178,962 at 6%; with 100% employer match about $201,332 at 4% or $134,221 at 6%.
2010223$4,561,623$903,733$39,293iApproximate average salary by contribution assumption: employee only about $982,318 at 4% or $654,879 at 6%; with 50% employer match about $654,879 at 4% or $436,586 at 6%; with 100% employer match about $491,159 at 4% or $327,439 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-23$3,930,734$571,489$24,847iApproximate average salary by contribution assumption: employee only about $621,184 at 4% or $414,122 at 6%; with 50% employer match about $414,122 at 4% or $276,082 at 6%; with 100% employer match about $310,592 at 4% or $207,061 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-22$630,889$332,244$15,102iApproximate average salary by contribution assumption: employee only about $377,550 at 4% or $251,700 at 6%; with 50% employer match about $251,700 at 4% or $167,800 at 6%; with 100% employer match about $188,775 at 4% or $125,850 at 6%.
2009222$3,271,498$818,212$37,191iApproximate average salary by contribution assumption: employee only about $929,786 at 4% or $619,858 at 6%; with 50% employer match about $619,858 at 4% or $413,238 at 6%; with 100% employer match about $464,893 at 4% or $309,929 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-22$3,015,252$561,966$25,544iApproximate average salary by contribution assumption: employee only about $638,598 at 4% or $425,732 at 6%; with 50% employer match about $425,732 at 4% or $283,821 at 6%; with 100% employer match about $319,299 at 4% or $212,866 at 6%.
Gjerset & Lorenz LLP Cash Balance Plan-22$256,246$256,246$11,648iApproximate average salary by contribution assumption: employee only about $291,189 at 4% or $194,126 at 6%; with 50% employer match about $194,126 at 4% or $129,417 at 6%; with 100% employer match about $145,594 at 4% or $97,063 at 6%.
2008121$1,845,956$534,574$25,456iApproximate average salary by contribution assumption: employee only about $636,398 at 4% or $424,265 at 6%; with 50% employer match about $424,265 at 4% or $282,843 at 6%; with 100% employer match about $318,199 at 4% or $212,133 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-21$1,845,956$534,574$25,456iApproximate average salary by contribution assumption: employee only about $636,398 at 4% or $424,265 at 6%; with 50% employer match about $424,265 at 4% or $282,843 at 6%; with 100% employer match about $318,199 at 4% or $212,133 at 6%.
2007117$0$0-
Gjerset & Lorenz LLC 401K Profit Sharing Plan-17---
2006120$2,119,438$442,753$22,138iApproximate average salary by contribution assumption: employee only about $553,441 at 4% or $368,961 at 6%; with 50% employer match about $368,961 at 4% or $245,974 at 6%; with 100% employer match about $276,721 at 4% or $184,480 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-20$2,119,438$442,753$22,138iApproximate average salary by contribution assumption: employee only about $553,441 at 4% or $368,961 at 6%; with 50% employer match about $368,961 at 4% or $245,974 at 6%; with 100% employer match about $276,721 at 4% or $184,480 at 6%.
2005125$1,767,914$391,256$15,650iApproximate average salary by contribution assumption: employee only about $391,256 at 4% or $260,837 at 6%; with 50% employer match about $260,837 at 4% or $173,892 at 6%; with 100% employer match about $195,628 at 4% or $130,419 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-25$1,767,914$391,256$15,650iApproximate average salary by contribution assumption: employee only about $391,256 at 4% or $260,837 at 6%; with 50% employer match about $260,837 at 4% or $173,892 at 6%; with 100% employer match about $195,628 at 4% or $130,419 at 6%.
2004125$1,276,339$409,740$16,390iApproximate average salary by contribution assumption: employee only about $409,740 at 4% or $273,160 at 6%; with 50% employer match about $273,160 at 4% or $182,107 at 6%; with 100% employer match about $204,870 at 4% or $136,580 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-25$1,276,339$409,740$16,390iApproximate average salary by contribution assumption: employee only about $409,740 at 4% or $273,160 at 6%; with 50% employer match about $273,160 at 4% or $182,107 at 6%; with 100% employer match about $204,870 at 4% or $136,580 at 6%.
2003125$763,161$302,857$12,114iApproximate average salary by contribution assumption: employee only about $302,857 at 4% or $201,905 at 6%; with 50% employer match about $201,905 at 4% or $134,603 at 6%; with 100% employer match about $151,429 at 4% or $100,952 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-25$763,161$302,857$12,114iApproximate average salary by contribution assumption: employee only about $302,857 at 4% or $201,905 at 6%; with 50% employer match about $201,905 at 4% or $134,603 at 6%; with 100% employer match about $151,429 at 4% or $100,952 at 6%.
2002119$396,960$104,424$5,496iApproximate average salary by contribution assumption: employee only about $137,400 at 4% or $91,600 at 6%; with 50% employer match about $91,600 at 4% or $61,067 at 6%; with 100% employer match about $68,700 at 4% or $45,800 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-19$396,960$104,424$5,496iApproximate average salary by contribution assumption: employee only about $137,400 at 4% or $91,600 at 6%; with 50% employer match about $91,600 at 4% or $61,067 at 6%; with 100% employer match about $68,700 at 4% or $45,800 at 6%.
2001116$362,865$203,963$12,748iApproximate average salary by contribution assumption: employee only about $318,692 at 4% or $212,461 at 6%; with 50% employer match about $212,461 at 4% or $141,641 at 6%; with 100% employer match about $159,346 at 4% or $106,231 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-16$362,865$203,963$12,748iApproximate average salary by contribution assumption: employee only about $318,692 at 4% or $212,461 at 6%; with 50% employer match about $212,461 at 4% or $141,641 at 6%; with 100% employer match about $159,346 at 4% or $106,231 at 6%.
2000111$217,479$183,470$16,679iApproximate average salary by contribution assumption: employee only about $416,977 at 4% or $277,985 at 6%; with 50% employer match about $277,985 at 4% or $185,323 at 6%; with 100% employer match about $208,489 at 4% or $138,992 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-11$217,479$183,470$16,679iApproximate average salary by contribution assumption: employee only about $416,977 at 4% or $277,985 at 6%; with 50% employer match about $277,985 at 4% or $185,323 at 6%; with 100% employer match about $208,489 at 4% or $138,992 at 6%.
199918$55,189$42,577$5,322iApproximate average salary by contribution assumption: employee only about $133,053 at 4% or $88,702 at 6%; with 50% employer match about $88,702 at 4% or $59,135 at 6%; with 100% employer match about $66,527 at 4% or $44,351 at 6%.
Gjerset & Lorenz LLC 401K Profit Sharing Plan-8$55,189$42,577$5,322iApproximate average salary by contribution assumption: employee only about $133,053 at 4% or $88,702 at 6%; with 50% employer match about $88,702 at 4% or $59,135 at 6%; with 100% employer match about $66,527 at 4% or $44,351 at 6%.