Civic Intelligence

Lineage Capital LLC

Plan context: Lineage Capital LLC 401(K) Plan

EIN 77-0595145 • Boston, MA • 21 filings • 2 plans

399 Boylston StreetSuite 450Boston, MA 02116
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$9,539,356

2024 Contributions

$482,469

Historical Graphs

Total Assets Over Time

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

$9,539,356$4,769,678$0200420142024YearValue
$9,539,356Latest year 2024

Participants Over Time

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

1470200420142024YearValue
14Latest 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
2024114$9,539,356$482,469$34,462iApproximate average salary by contribution assumption: employee only about $861,552 at 4% or $574,368 at 6%; with 50% employer match about $574,368 at 4% or $382,912 at 6%; with 100% employer match about $430,776 at 4% or $287,184 at 6%.
Lineage Capital LLC 401(K) Plan-14$9,539,356$482,469$34,462iApproximate average salary by contribution assumption: employee only about $861,552 at 4% or $574,368 at 6%; with 50% employer match about $574,368 at 4% or $382,912 at 6%; with 100% employer match about $430,776 at 4% or $287,184 at 6%.
2023110$7,846,145$455,113$45,511iApproximate average salary by contribution assumption: employee only about $1,137,783 at 4% or $758,522 at 6%; with 50% employer match about $758,522 at 4% or $505,681 at 6%; with 100% employer match about $568,891 at 4% or $379,261 at 6%.
Lineage Capital LLC 401(K) Plan-10$7,846,145$455,113$45,511iApproximate average salary by contribution assumption: employee only about $1,137,783 at 4% or $758,522 at 6%; with 50% employer match about $758,522 at 4% or $505,681 at 6%; with 100% employer match about $568,891 at 4% or $379,261 at 6%.
2022111$6,167,953$386,305$35,119iApproximate average salary by contribution assumption: employee only about $877,966 at 4% or $585,311 at 6%; with 50% employer match about $585,311 at 4% or $390,207 at 6%; with 100% employer match about $438,983 at 4% or $292,655 at 6%.
Lineage Capital LLC 401(K) Plan-11$6,167,953$386,305$35,119iApproximate average salary by contribution assumption: employee only about $877,966 at 4% or $585,311 at 6%; with 50% employer match about $585,311 at 4% or $390,207 at 6%; with 100% employer match about $438,983 at 4% or $292,655 at 6%.
202119$7,184,696$360,865$40,096iApproximate average salary by contribution assumption: employee only about $1,002,403 at 4% or $668,269 at 6%; with 50% employer match about $668,269 at 4% or $445,512 at 6%; with 100% employer match about $501,201 at 4% or $334,134 at 6%.
Lineage Capital LLC 401(K) Plan-9$7,184,696$360,865$40,096iApproximate average salary by contribution assumption: employee only about $1,002,403 at 4% or $668,269 at 6%; with 50% employer match about $668,269 at 4% or $445,512 at 6%; with 100% employer match about $501,201 at 4% or $334,134 at 6%.
202019$5,822,505$350,704$38,967iApproximate average salary by contribution assumption: employee only about $974,178 at 4% or $649,452 at 6%; with 50% employer match about $649,452 at 4% or $432,968 at 6%; with 100% employer match about $487,089 at 4% or $324,726 at 6%.
Lineage Capital LLC 401(K) Plan-9$5,822,505$350,704$38,967iApproximate average salary by contribution assumption: employee only about $974,178 at 4% or $649,452 at 6%; with 50% employer match about $649,452 at 4% or $432,968 at 6%; with 100% employer match about $487,089 at 4% or $324,726 at 6%.
201919$4,561,671$333,801$37,089iApproximate average salary by contribution assumption: employee only about $927,225 at 4% or $618,150 at 6%; with 50% employer match about $618,150 at 4% or $412,100 at 6%; with 100% employer match about $463,613 at 4% or $309,075 at 6%.
Lineage Capital LLC 401(K) Plan-9$4,561,671$333,801$37,089iApproximate average salary by contribution assumption: employee only about $927,225 at 4% or $618,150 at 6%; with 50% employer match about $618,150 at 4% or $412,100 at 6%; with 100% employer match about $463,613 at 4% or $309,075 at 6%.
201819$3,359,952$366,294$40,699iApproximate average salary by contribution assumption: employee only about $1,017,483 at 4% or $678,322 at 6%; with 50% employer match about $678,322 at 4% or $452,215 at 6%; with 100% employer match about $508,742 at 4% or $339,161 at 6%.
Lineage Capital LLC 401(K) Plan-9$3,359,952$366,294$40,699iApproximate average salary by contribution assumption: employee only about $1,017,483 at 4% or $678,322 at 6%; with 50% employer match about $678,322 at 4% or $452,215 at 6%; with 100% employer match about $508,742 at 4% or $339,161 at 6%.
201719$3,297,648$329,399$36,600iApproximate average salary by contribution assumption: employee only about $914,997 at 4% or $609,998 at 6%; with 50% employer match about $609,998 at 4% or $406,665 at 6%; with 100% employer match about $457,499 at 4% or $304,999 at 6%.
Lineage Capital LLC 401(K) Plan-9$3,297,648$329,399$36,600iApproximate average salary by contribution assumption: employee only about $914,997 at 4% or $609,998 at 6%; with 50% employer match about $609,998 at 4% or $406,665 at 6%; with 100% employer match about $457,499 at 4% or $304,999 at 6%.
201619$2,529,271$293,560$32,618iApproximate average salary by contribution assumption: employee only about $815,444 at 4% or $543,630 at 6%; with 50% employer match about $543,630 at 4% or $362,420 at 6%; with 100% employer match about $407,722 at 4% or $271,815 at 6%.
Lineage Capital LLC 401(K) Plan-9$2,529,271$293,560$32,618iApproximate average salary by contribution assumption: employee only about $815,444 at 4% or $543,630 at 6%; with 50% employer match about $543,630 at 4% or $362,420 at 6%; with 100% employer match about $407,722 at 4% or $271,815 at 6%.
201518$2,048,389$178,790$22,349iApproximate average salary by contribution assumption: employee only about $558,719 at 4% or $372,479 at 6%; with 50% employer match about $372,479 at 4% or $248,319 at 6%; with 100% employer match about $279,359 at 4% or $186,240 at 6%.
Lineage Capital LLC 401(K) Plan-8$2,048,389$178,790$22,349iApproximate average salary by contribution assumption: employee only about $558,719 at 4% or $372,479 at 6%; with 50% employer match about $372,479 at 4% or $248,319 at 6%; with 100% employer match about $279,359 at 4% or $186,240 at 6%.
201419$2,003,790$127,845$14,205iApproximate average salary by contribution assumption: employee only about $355,125 at 4% or $236,750 at 6%; with 50% employer match about $236,750 at 4% or $157,833 at 6%; with 100% employer match about $177,563 at 4% or $118,375 at 6%.
Lineage Capital LLC 401(K) Plan-9$2,003,790$127,845$14,205iApproximate average salary by contribution assumption: employee only about $355,125 at 4% or $236,750 at 6%; with 50% employer match about $236,750 at 4% or $157,833 at 6%; with 100% employer match about $177,563 at 4% or $118,375 at 6%.
201319$1,854,994$146,029$16,225iApproximate average salary by contribution assumption: employee only about $405,636 at 4% or $270,424 at 6%; with 50% employer match about $270,424 at 4% or $180,283 at 6%; with 100% employer match about $202,818 at 4% or $135,212 at 6%.
Lineage Capital LLC 401(K) Plan-9$1,854,994$146,029$16,225iApproximate average salary by contribution assumption: employee only about $405,636 at 4% or $270,424 at 6%; with 50% employer match about $270,424 at 4% or $180,283 at 6%; with 100% employer match about $202,818 at 4% or $135,212 at 6%.
201219$1,416,954$135,975$15,108iApproximate average salary by contribution assumption: employee only about $377,708 at 4% or $251,806 at 6%; with 50% employer match about $251,806 at 4% or $167,870 at 6%; with 100% employer match about $188,854 at 4% or $125,903 at 6%.
Lineage Capital LLC 401(K) Plan-9$1,416,954$135,975$15,108iApproximate average salary by contribution assumption: employee only about $377,708 at 4% or $251,806 at 6%; with 50% employer match about $251,806 at 4% or $167,870 at 6%; with 100% employer match about $188,854 at 4% or $125,903 at 6%.
201118$1,094,989$111,670$13,959iApproximate average salary by contribution assumption: employee only about $348,969 at 4% or $232,646 at 6%; with 50% employer match about $232,646 at 4% or $155,097 at 6%; with 100% employer match about $174,484 at 4% or $116,323 at 6%.
Lineage Capital LLC 401(K) Plan-8$1,094,989$111,670$13,959iApproximate average salary by contribution assumption: employee only about $348,969 at 4% or $232,646 at 6%; with 50% employer match about $232,646 at 4% or $155,097 at 6%; with 100% employer match about $174,484 at 4% or $116,323 at 6%.
201018$1,097,640$130,710$16,339iApproximate average salary by contribution assumption: employee only about $408,469 at 4% or $272,313 at 6%; with 50% employer match about $272,313 at 4% or $181,542 at 6%; with 100% employer match about $204,234 at 4% or $136,156 at 6%.
Lineage Capital LLC 401(K) Plan-8$1,097,640$130,710$16,339iApproximate average salary by contribution assumption: employee only about $408,469 at 4% or $272,313 at 6%; with 50% employer match about $272,313 at 4% or $181,542 at 6%; with 100% employer match about $204,234 at 4% or $136,156 at 6%.
200919$915,738$138,345$15,372iApproximate average salary by contribution assumption: employee only about $384,292 at 4% or $256,194 at 6%; with 50% employer match about $256,194 at 4% or $170,796 at 6%; with 100% employer match about $192,146 at 4% or $128,097 at 6%.
Lineage Capital LLC 401(K) Plan-9$915,738$138,345$15,372iApproximate average salary by contribution assumption: employee only about $384,292 at 4% or $256,194 at 6%; with 50% employer match about $256,194 at 4% or $170,796 at 6%; with 100% employer match about $192,146 at 4% or $128,097 at 6%.
200819$588,859$116,234$12,915iApproximate average salary by contribution assumption: employee only about $322,872 at 4% or $215,248 at 6%; with 50% employer match about $215,248 at 4% or $143,499 at 6%; with 100% employer match about $161,436 at 4% or $107,624 at 6%.
Lineage Capital LLC 401(K) Plan-9$588,859$116,234$12,915iApproximate average salary by contribution assumption: employee only about $322,872 at 4% or $215,248 at 6%; with 50% employer match about $215,248 at 4% or $143,499 at 6%; with 100% employer match about $161,436 at 4% or $107,624 at 6%.
2007110$743,888$98,869$9,887iApproximate average salary by contribution assumption: employee only about $247,173 at 4% or $164,782 at 6%; with 50% employer match about $164,782 at 4% or $109,854 at 6%; with 100% employer match about $123,586 at 4% or $82,391 at 6%.
Lineage Capital LLC 401(K) Plan-10$743,888$98,869$9,887iApproximate average salary by contribution assumption: employee only about $247,173 at 4% or $164,782 at 6%; with 50% employer match about $164,782 at 4% or $109,854 at 6%; with 100% employer match about $123,586 at 4% or $82,391 at 6%.
200618$616,526$88,037$11,005iApproximate average salary by contribution assumption: employee only about $275,116 at 4% or $183,410 at 6%; with 50% employer match about $183,410 at 4% or $122,274 at 6%; with 100% employer match about $137,558 at 4% or $91,705 at 6%.
Lineage Capital LLC 401(K) Plan-8$616,526$88,037$11,005iApproximate average salary by contribution assumption: employee only about $275,116 at 4% or $183,410 at 6%; with 50% employer match about $183,410 at 4% or $122,274 at 6%; with 100% employer match about $137,558 at 4% or $91,705 at 6%.
200514$460,095$386,320$96,580iApproximate average salary by contribution assumption: employee only about $2,414,500 at 4% or $1,609,667 at 6%; with 50% employer match about $1,609,667 at 4% or $1,073,111 at 6%; with 100% employer match about $1,207,250 at 4% or $804,833 at 6%.
Lineage Capital LLC 401(K) Plan-4$460,095$386,320$96,580iApproximate average salary by contribution assumption: employee only about $2,414,500 at 4% or $1,609,667 at 6%; with 50% employer match about $1,609,667 at 4% or $1,073,111 at 6%; with 100% employer match about $1,207,250 at 4% or $804,833 at 6%.
200414$40,000$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Lineage Capital LLC 401(K) Plan-4$40,000$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Lineage Capital LLC | EIN 77-0595145 | 2024 Form 5500 Company Profile