Civic Intelligence

Lipsky and Associates

Plan context: Lipsky and Associates 401(K) Plan

EIN 75-2919183 • Weatherford, TX • 18 filings • 2 plans

1400 Santa Fe Drive, Suite 200Weatherford, TX 76086
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$4,671,392

2024 Contributions

$155,458

Historical Graphs

Total Assets Over Time

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

$4,671,392$2,335,696$0200620162024YearValue
$4,671,392Latest year 2024

Participants Over Time

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

45230200620162024YearValue
17Latest 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
2024117$4,671,392$155,458$9,145iApproximate average salary by contribution assumption: employee only about $228,615 at 4% or $152,410 at 6%; with 50% employer match about $152,410 at 4% or $101,607 at 6%; with 100% employer match about $114,307 at 4% or $76,205 at 6%.
Lipsky and Associates 401(K) Plan-17$4,671,392$155,458$9,145iApproximate average salary by contribution assumption: employee only about $228,615 at 4% or $152,410 at 6%; with 50% employer match about $152,410 at 4% or $101,607 at 6%; with 100% employer match about $114,307 at 4% or $76,205 at 6%.
2023119$4,279,396$154,748$8,145iApproximate average salary by contribution assumption: employee only about $203,616 at 4% or $135,744 at 6%; with 50% employer match about $135,744 at 4% or $90,496 at 6%; with 100% employer match about $101,808 at 4% or $67,872 at 6%.
Lipsky and Associates 401(K) Plan-19$4,279,396$154,748$8,145iApproximate average salary by contribution assumption: employee only about $203,616 at 4% or $135,744 at 6%; with 50% employer match about $135,744 at 4% or $90,496 at 6%; with 100% employer match about $101,808 at 4% or $67,872 at 6%.
2022119$3,366,432$160,994$8,473iApproximate average salary by contribution assumption: employee only about $211,834 at 4% or $141,223 at 6%; with 50% employer match about $141,223 at 4% or $94,149 at 6%; with 100% employer match about $105,917 at 4% or $70,611 at 6%.
Lipsky and Associates 401(K) Plan-19$3,366,432$160,994$8,473iApproximate average salary by contribution assumption: employee only about $211,834 at 4% or $141,223 at 6%; with 50% employer match about $141,223 at 4% or $94,149 at 6%; with 100% employer match about $105,917 at 4% or $70,611 at 6%.
2021122$4,461,886$165,561$7,526iApproximate average salary by contribution assumption: employee only about $188,138 at 4% or $125,425 at 6%; with 50% employer match about $125,425 at 4% or $83,617 at 6%; with 100% employer match about $94,069 at 4% or $62,713 at 6%.
Lipsky and Associates 401(K) Plan-22$4,461,886$165,561$7,526iApproximate average salary by contribution assumption: employee only about $188,138 at 4% or $125,425 at 6%; with 50% employer match about $125,425 at 4% or $83,617 at 6%; with 100% employer match about $94,069 at 4% or $62,713 at 6%.
2020122$3,819,811$145,302$6,605iApproximate average salary by contribution assumption: employee only about $165,116 at 4% or $110,077 at 6%; with 50% employer match about $110,077 at 4% or $73,385 at 6%; with 100% employer match about $82,558 at 4% or $55,039 at 6%.
Lipsky and Associates 401(K) Plan-22$3,819,811$145,302$6,605iApproximate average salary by contribution assumption: employee only about $165,116 at 4% or $110,077 at 6%; with 50% employer match about $110,077 at 4% or $73,385 at 6%; with 100% employer match about $82,558 at 4% or $55,039 at 6%.
2019121$2,888,396$126,944$6,045iApproximate average salary by contribution assumption: employee only about $151,124 at 4% or $100,749 at 6%; with 50% employer match about $100,749 at 4% or $67,166 at 6%; with 100% employer match about $75,562 at 4% or $50,375 at 6%.
Lipsky and Associates 401(K) Plan-21$2,888,396$126,944$6,045iApproximate average salary by contribution assumption: employee only about $151,124 at 4% or $100,749 at 6%; with 50% employer match about $100,749 at 4% or $67,166 at 6%; with 100% employer match about $75,562 at 4% or $50,375 at 6%.
2018121$2,206,750$114,532$5,454iApproximate average salary by contribution assumption: employee only about $136,348 at 4% or $90,898 at 6%; with 50% employer match about $90,898 at 4% or $60,599 at 6%; with 100% employer match about $68,174 at 4% or $45,449 at 6%.
Lipsky and Associates 401(K) Plan-21$2,206,750$114,532$5,454iApproximate average salary by contribution assumption: employee only about $136,348 at 4% or $90,898 at 6%; with 50% employer match about $90,898 at 4% or $60,599 at 6%; with 100% employer match about $68,174 at 4% or $45,449 at 6%.
2017120$2,300,670$115,593$5,780iApproximate average salary by contribution assumption: employee only about $144,491 at 4% or $96,328 at 6%; with 50% employer match about $96,328 at 4% or $64,218 at 6%; with 100% employer match about $72,246 at 4% or $48,164 at 6%.
Lipsky and Associates 401(K) Plan-20$2,300,670$115,593$5,780iApproximate average salary by contribution assumption: employee only about $144,491 at 4% or $96,328 at 6%; with 50% employer match about $96,328 at 4% or $64,218 at 6%; with 100% employer match about $72,246 at 4% or $48,164 at 6%.
2016123$1,860,392$118,846$5,167iApproximate average salary by contribution assumption: employee only about $129,180 at 4% or $86,120 at 6%; with 50% employer match about $86,120 at 4% or $57,414 at 6%; with 100% employer match about $64,590 at 4% or $43,060 at 6%.
Lipsky and Associates 401(K) Plan-23$1,860,392$118,846$5,167iApproximate average salary by contribution assumption: employee only about $129,180 at 4% or $86,120 at 6%; with 50% employer match about $86,120 at 4% or $57,414 at 6%; with 100% employer match about $64,590 at 4% or $43,060 at 6%.
2015123$1,649,866$121,832$5,297iApproximate average salary by contribution assumption: employee only about $132,426 at 4% or $88,284 at 6%; with 50% employer match about $88,284 at 4% or $58,856 at 6%; with 100% employer match about $66,213 at 4% or $44,142 at 6%.
Lipsky and Associates 401(K) Plan-23$1,649,866$121,832$5,297iApproximate average salary by contribution assumption: employee only about $132,426 at 4% or $88,284 at 6%; with 50% employer match about $88,284 at 4% or $58,856 at 6%; with 100% employer match about $66,213 at 4% or $44,142 at 6%.
2014124$1,523,947$114,122$4,755iApproximate average salary by contribution assumption: employee only about $118,877 at 4% or $79,251 at 6%; with 50% employer match about $79,251 at 4% or $52,834 at 6%; with 100% employer match about $59,439 at 4% or $39,626 at 6%.
Lipsky and Associates 401(K) Plan-24$1,523,947$114,122$4,755iApproximate average salary by contribution assumption: employee only about $118,877 at 4% or $79,251 at 6%; with 50% employer match about $79,251 at 4% or $52,834 at 6%; with 100% employer match about $59,439 at 4% or $39,626 at 6%.
2013123$1,420,953$105,192$4,574iApproximate average salary by contribution assumption: employee only about $114,339 at 4% or $76,226 at 6%; with 50% employer match about $76,226 at 4% or $50,817 at 6%; with 100% employer match about $57,170 at 4% or $38,113 at 6%.
Lipsky and Associates 401(K) Plan-23$1,420,953$105,192$4,574iApproximate average salary by contribution assumption: employee only about $114,339 at 4% or $76,226 at 6%; with 50% employer match about $76,226 at 4% or $50,817 at 6%; with 100% employer match about $57,170 at 4% or $38,113 at 6%.
2012123$1,065,431$99,332$4,319iApproximate average salary by contribution assumption: employee only about $107,970 at 4% or $71,980 at 6%; with 50% employer match about $71,980 at 4% or $47,986 at 6%; with 100% employer match about $53,985 at 4% or $35,990 at 6%.
Lipsky and Associates 401(K) Plan-23$1,065,431$99,332$4,319iApproximate average salary by contribution assumption: employee only about $107,970 at 4% or $71,980 at 6%; with 50% employer match about $71,980 at 4% or $47,986 at 6%; with 100% employer match about $53,985 at 4% or $35,990 at 6%.
2011125$856,179$97,203$3,888iApproximate average salary by contribution assumption: employee only about $97,203 at 4% or $64,802 at 6%; with 50% employer match about $64,802 at 4% or $43,201 at 6%; with 100% employer match about $48,602 at 4% or $32,401 at 6%.
Lipsky and Associates 401(K) Plan-25$856,179$97,203$3,888iApproximate average salary by contribution assumption: employee only about $97,203 at 4% or $64,802 at 6%; with 50% employer match about $64,802 at 4% or $43,201 at 6%; with 100% employer match about $48,602 at 4% or $32,401 at 6%.
2010128$869,215$101,187$3,614iApproximate average salary by contribution assumption: employee only about $90,346 at 4% or $60,230 at 6%; with 50% employer match about $60,230 at 4% or $40,154 at 6%; with 100% employer match about $45,173 at 4% or $30,115 at 6%.
Lipsky and Associates 401(K) Plan-28$869,215$101,187$3,614iApproximate average salary by contribution assumption: employee only about $90,346 at 4% or $60,230 at 6%; with 50% employer match about $60,230 at 4% or $40,154 at 6%; with 100% employer match about $45,173 at 4% or $30,115 at 6%.
2009131$755,082$150,688$4,861iApproximate average salary by contribution assumption: employee only about $121,523 at 4% or $81,015 at 6%; with 50% employer match about $81,015 at 4% or $54,010 at 6%; with 100% employer match about $60,761 at 4% or $40,508 at 6%.
Lipsky and Associates 401(K) Plan-31$755,082$150,688$4,861iApproximate average salary by contribution assumption: employee only about $121,523 at 4% or $81,015 at 6%; with 50% employer match about $81,015 at 4% or $54,010 at 6%; with 100% employer match about $60,761 at 4% or $40,508 at 6%.
2008145$0$0-
Lipsky and Associates 401(K) Plan-45---
2006123$83,330$77,290$3,360iApproximate average salary by contribution assumption: employee only about $84,011 at 4% or $56,007 at 6%; with 50% employer match about $56,007 at 4% or $37,338 at 6%; with 100% employer match about $42,005 at 4% or $28,004 at 6%.
Lipsky and Associates 401(K) Plan-23$83,330$77,290$3,360iApproximate average salary by contribution assumption: employee only about $84,011 at 4% or $56,007 at 6%; with 50% employer match about $56,007 at 4% or $37,338 at 6%; with 100% employer match about $42,005 at 4% or $28,004 at 6%.