Civic Intelligence

Lundquist Associates Inc.

Plan context: Lundquist Employee Stock Ownership Plan

EIN 84-0731021 • 18 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$6,255,523

2024 Contributions

$132,080

Historical Graphs

Total Assets Over Time

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

$9,289,939$4,644,970$0200720162024YearValue
$6,255,523Latest year 2024

Participants Over Time

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

78390200720162024YearValue
21Latest 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
2024121$6,255,523$132,080$6,290iApproximate average salary by contribution assumption: employee only about $157,238 at 4% or $104,825 at 6%; with 50% employer match about $104,825 at 4% or $69,884 at 6%; with 100% employer match about $78,619 at 4% or $52,413 at 6%.
Lundquist Employee Stock Ownership Plan-21$6,255,523$132,080$6,290iApproximate average salary by contribution assumption: employee only about $157,238 at 4% or $104,825 at 6%; with 50% employer match about $104,825 at 4% or $69,884 at 6%; with 100% employer match about $78,619 at 4% or $52,413 at 6%.
2023125$6,038,016$132,080$5,283iApproximate average salary by contribution assumption: employee only about $132,080 at 4% or $88,053 at 6%; with 50% employer match about $88,053 at 4% or $58,702 at 6%; with 100% employer match about $66,040 at 4% or $44,027 at 6%.
Lundquist Employee Stock Ownership Plan-25$6,038,016$132,080$5,283iApproximate average salary by contribution assumption: employee only about $132,080 at 4% or $88,053 at 6%; with 50% employer match about $88,053 at 4% or $58,702 at 6%; with 100% employer match about $66,040 at 4% or $44,027 at 6%.
2022124$5,984,385$132,080$5,503iApproximate average salary by contribution assumption: employee only about $137,583 at 4% or $91,722 at 6%; with 50% employer match about $91,722 at 4% or $61,148 at 6%; with 100% employer match about $68,792 at 4% or $45,861 at 6%.
Lundquist Employee Stock Ownership Plan-24$5,984,385$132,080$5,503iApproximate average salary by contribution assumption: employee only about $137,583 at 4% or $91,722 at 6%; with 50% employer match about $91,722 at 4% or $61,148 at 6%; with 100% employer match about $68,792 at 4% or $45,861 at 6%.
2021128$7,164,442$132,080$4,717iApproximate average salary by contribution assumption: employee only about $117,929 at 4% or $78,619 at 6%; with 50% employer match about $78,619 at 4% or $52,413 at 6%; with 100% employer match about $58,964 at 4% or $39,310 at 6%.
Lundquist Employee Stock Ownership Plan-28$7,164,442$132,080$4,717iApproximate average salary by contribution assumption: employee only about $117,929 at 4% or $78,619 at 6%; with 50% employer match about $78,619 at 4% or $52,413 at 6%; with 100% employer match about $58,964 at 4% or $39,310 at 6%.
2020129$6,934,033$500,000$17,241iApproximate average salary by contribution assumption: employee only about $431,034 at 4% or $287,356 at 6%; with 50% employer match about $287,356 at 4% or $191,571 at 6%; with 100% employer match about $215,517 at 4% or $143,678 at 6%.
Lundquist Employee Stock Ownership Plan-29$6,934,033$500,000$17,241iApproximate average salary by contribution assumption: employee only about $431,034 at 4% or $287,356 at 6%; with 50% employer match about $287,356 at 4% or $191,571 at 6%; with 100% employer match about $215,517 at 4% or $143,678 at 6%.
2019130$6,787,996$497,000$16,567iApproximate average salary by contribution assumption: employee only about $414,167 at 4% or $276,111 at 6%; with 50% employer match about $276,111 at 4% or $184,074 at 6%; with 100% employer match about $207,083 at 4% or $138,056 at 6%.
Lundquist Employee Stock Ownership Plan-30$6,787,996$497,000$16,567iApproximate average salary by contribution assumption: employee only about $414,167 at 4% or $276,111 at 6%; with 50% employer match about $276,111 at 4% or $184,074 at 6%; with 100% employer match about $207,083 at 4% or $138,056 at 6%.
2018135$6,155,306$475,000$13,571iApproximate average salary by contribution assumption: employee only about $339,286 at 4% or $226,190 at 6%; with 50% employer match about $226,190 at 4% or $150,794 at 6%; with 100% employer match about $169,643 at 4% or $113,095 at 6%.
Lundquist Employee Stock Ownership Plan-35$6,155,306$475,000$13,571iApproximate average salary by contribution assumption: employee only about $339,286 at 4% or $226,190 at 6%; with 50% employer match about $226,190 at 4% or $150,794 at 6%; with 100% employer match about $169,643 at 4% or $113,095 at 6%.
2017131$5,930,772$430,000$13,871iApproximate average salary by contribution assumption: employee only about $346,774 at 4% or $231,183 at 6%; with 50% employer match about $231,183 at 4% or $154,122 at 6%; with 100% employer match about $173,387 at 4% or $115,591 at 6%.
Lundquist Employee Stock Ownership Plan-31$5,930,772$430,000$13,871iApproximate average salary by contribution assumption: employee only about $346,774 at 4% or $231,183 at 6%; with 50% employer match about $231,183 at 4% or $154,122 at 6%; with 100% employer match about $173,387 at 4% or $115,591 at 6%.
2016128$5,981,174$409,891$14,639iApproximate average salary by contribution assumption: employee only about $365,974 at 4% or $243,983 at 6%; with 50% employer match about $243,983 at 4% or $162,655 at 6%; with 100% employer match about $182,987 at 4% or $121,991 at 6%.
Lundquist Employee Stock Ownership Plan-28$5,981,174$409,891$14,639iApproximate average salary by contribution assumption: employee only about $365,974 at 4% or $243,983 at 6%; with 50% employer match about $243,983 at 4% or $162,655 at 6%; with 100% employer match about $182,987 at 4% or $121,991 at 6%.
2015131$6,155,271$337,670$10,893iApproximate average salary by contribution assumption: employee only about $272,315 at 4% or $181,543 at 6%; with 50% employer match about $181,543 at 4% or $121,029 at 6%; with 100% employer match about $136,157 at 4% or $90,772 at 6%.
Lundquist Employee Stock Ownership Plan-31$6,155,271$337,670$10,893iApproximate average salary by contribution assumption: employee only about $272,315 at 4% or $181,543 at 6%; with 50% employer match about $181,543 at 4% or $121,029 at 6%; with 100% employer match about $136,157 at 4% or $90,772 at 6%.
2014130$5,948,588$132,080$4,403iApproximate average salary by contribution assumption: employee only about $110,067 at 4% or $73,378 at 6%; with 50% employer match about $73,378 at 4% or $48,919 at 6%; with 100% employer match about $55,033 at 4% or $36,689 at 6%.
Lundquist Employee Stock Ownership Plan-30$5,948,588$132,080$4,403iApproximate average salary by contribution assumption: employee only about $110,067 at 4% or $73,378 at 6%; with 50% employer match about $73,378 at 4% or $48,919 at 6%; with 100% employer match about $55,033 at 4% or $36,689 at 6%.
2013139$5,538,026$100,000$2,564iApproximate average salary by contribution assumption: employee only about $64,103 at 4% or $42,735 at 6%; with 50% employer match about $42,735 at 4% or $28,490 at 6%; with 100% employer match about $32,051 at 4% or $21,368 at 6%.
Lundquist Employee Stock Ownership Plan-39$5,538,026$100,000$2,564iApproximate average salary by contribution assumption: employee only about $64,103 at 4% or $42,735 at 6%; with 50% employer match about $42,735 at 4% or $28,490 at 6%; with 100% employer match about $32,051 at 4% or $21,368 at 6%.
2012144$5,899,067$100,000$2,273iApproximate average salary by contribution assumption: employee only about $56,818 at 4% or $37,879 at 6%; with 50% employer match about $37,879 at 4% or $25,253 at 6%; with 100% employer match about $28,409 at 4% or $18,939 at 6%.
Lundquist Employee Stock Ownership Plan-44$5,899,067$100,000$2,273iApproximate average salary by contribution assumption: employee only about $56,818 at 4% or $37,879 at 6%; with 50% employer match about $37,879 at 4% or $25,253 at 6%; with 100% employer match about $28,409 at 4% or $18,939 at 6%.
2011141$6,685,734$0-
Lundquist Employee Stock Ownership Plan-41$6,685,734--
2010142$7,771,099$100,000$2,381iApproximate average salary by contribution assumption: employee only about $59,524 at 4% or $39,683 at 6%; with 50% employer match about $39,683 at 4% or $26,455 at 6%; with 100% employer match about $29,762 at 4% or $19,841 at 6%.
Lundquist Employee Stock Ownership Plan-42$7,771,099$100,000$2,381iApproximate average salary by contribution assumption: employee only about $59,524 at 4% or $39,683 at 6%; with 50% employer match about $39,683 at 4% or $26,455 at 6%; with 100% employer match about $29,762 at 4% or $19,841 at 6%.
2009153$9,289,939$566,000$10,679iApproximate average salary by contribution assumption: employee only about $266,981 at 4% or $177,987 at 6%; with 50% employer match about $177,987 at 4% or $118,658 at 6%; with 100% employer match about $133,491 at 4% or $88,994 at 6%.
Lundquist Employee Stock Ownership Plan-53$9,289,939$566,000$10,679iApproximate average salary by contribution assumption: employee only about $266,981 at 4% or $177,987 at 6%; with 50% employer match about $177,987 at 4% or $118,658 at 6%; with 100% employer match about $133,491 at 4% or $88,994 at 6%.
2008164$7,421,043$733,842$11,466iApproximate average salary by contribution assumption: employee only about $286,657 at 4% or $191,105 at 6%; with 50% employer match about $191,105 at 4% or $127,403 at 6%; with 100% employer match about $143,329 at 4% or $95,552 at 6%.
Lundquist Employee Stock Ownership Plan-64$7,421,043$733,842$11,466iApproximate average salary by contribution assumption: employee only about $286,657 at 4% or $191,105 at 6%; with 50% employer match about $191,105 at 4% or $127,403 at 6%; with 100% employer match about $143,329 at 4% or $95,552 at 6%.
2007178$6,215,858$780,000$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%.
Lundquist Employee Stock Ownership Plan-78$6,215,858$780,000$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%.