Civic Intelligence

Bernard, Lyons & Gaddis PC.

Plan context: Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust

EIN 84-1162301 • Longmont, CO • 26 filings • 6 plans

515 Kimbark Street 2nd FloorLongmont, CO 80501
Current Snapshot

Latest Year

2024

2024 Participants

51

2024 Assets

$11,195,181

2024 Contributions

$1,144,388

Historical Graphs

Total Assets Over Time

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

$13,161,930$6,580,965$0199920122024YearValue
$11,195,181Latest year 2024

Participants Over Time

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

54270199920122024YearValue
51Latest 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
2024151$11,195,181$1,144,388$22,439iApproximate average salary by contribution assumption: employee only about $560,975 at 4% or $373,983 at 6%; with 50% employer match about $373,983 at 4% or $249,322 at 6%; with 100% employer match about $280,487 at 4% or $186,992 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-51$11,195,181$1,144,388$22,439iApproximate average salary by contribution assumption: employee only about $560,975 at 4% or $373,983 at 6%; with 50% employer match about $373,983 at 4% or $249,322 at 6%; with 100% employer match about $280,487 at 4% or $186,992 at 6%.
2023154$9,565,575$1,181,110$21,872iApproximate average salary by contribution assumption: employee only about $546,810 at 4% or $364,540 at 6%; with 50% employer match about $364,540 at 4% or $243,027 at 6%; with 100% employer match about $273,405 at 4% or $182,270 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-54$9,565,575$1,181,110$21,872iApproximate average salary by contribution assumption: employee only about $546,810 at 4% or $364,540 at 6%; with 50% employer match about $364,540 at 4% or $243,027 at 6%; with 100% employer match about $273,405 at 4% or $182,270 at 6%.
2022149$10,293,721$1,054,220$21,515iApproximate average salary by contribution assumption: employee only about $537,867 at 4% or $358,578 at 6%; with 50% employer match about $358,578 at 4% or $239,052 at 6%; with 100% employer match about $268,934 at 4% or $179,289 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-49$10,293,721$1,054,220$21,515iApproximate average salary by contribution assumption: employee only about $537,867 at 4% or $358,578 at 6%; with 50% employer match about $358,578 at 4% or $239,052 at 6%; with 100% employer match about $268,934 at 4% or $179,289 at 6%.
2021148$13,161,930$965,818$20,121iApproximate average salary by contribution assumption: employee only about $503,030 at 4% or $335,353 at 6%; with 50% employer match about $335,353 at 4% or $223,569 at 6%; with 100% employer match about $251,515 at 4% or $167,677 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-48$13,161,930$965,818$20,121iApproximate average salary by contribution assumption: employee only about $503,030 at 4% or $335,353 at 6%; with 50% employer match about $335,353 at 4% or $223,569 at 6%; with 100% employer match about $251,515 at 4% or $167,677 at 6%.
2020145$13,040,994$936,692$20,815iApproximate average salary by contribution assumption: employee only about $520,384 at 4% or $346,923 at 6%; with 50% employer match about $346,923 at 4% or $231,282 at 6%; with 100% employer match about $260,192 at 4% or $173,461 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-45$13,040,994$936,692$20,815iApproximate average salary by contribution assumption: employee only about $520,384 at 4% or $346,923 at 6%; with 50% employer match about $346,923 at 4% or $231,282 at 6%; with 100% employer match about $260,192 at 4% or $173,461 at 6%.
2019143$12,132,404$815,558$18,966iApproximate average salary by contribution assumption: employee only about $474,162 at 4% or $316,108 at 6%; with 50% employer match about $316,108 at 4% or $210,739 at 6%; with 100% employer match about $237,081 at 4% or $158,054 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-43$12,132,404$815,558$18,966iApproximate average salary by contribution assumption: employee only about $474,162 at 4% or $316,108 at 6%; with 50% employer match about $316,108 at 4% or $210,739 at 6%; with 100% employer match about $237,081 at 4% or $158,054 at 6%.
2018139$10,627,187$772,810$19,816iApproximate average salary by contribution assumption: employee only about $495,391 at 4% or $330,261 at 6%; with 50% employer match about $330,261 at 4% or $220,174 at 6%; with 100% employer match about $247,696 at 4% or $165,130 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-39$10,627,187$772,810$19,816iApproximate average salary by contribution assumption: employee only about $495,391 at 4% or $330,261 at 6%; with 50% employer match about $330,261 at 4% or $220,174 at 6%; with 100% employer match about $247,696 at 4% or $165,130 at 6%.
2017137$10,929,573$652,844$17,644iApproximate average salary by contribution assumption: employee only about $441,111 at 4% or $294,074 at 6%; with 50% employer match about $294,074 at 4% or $196,049 at 6%; with 100% employer match about $220,555 at 4% or $147,037 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-37$10,929,573$652,844$17,644iApproximate average salary by contribution assumption: employee only about $441,111 at 4% or $294,074 at 6%; with 50% employer match about $294,074 at 4% or $196,049 at 6%; with 100% employer match about $220,555 at 4% or $147,037 at 6%.
2016134$9,367,597$653,376$19,217iApproximate average salary by contribution assumption: employee only about $480,424 at 4% or $320,282 at 6%; with 50% employer match about $320,282 at 4% or $213,522 at 6%; with 100% employer match about $240,212 at 4% or $160,141 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-34$9,367,597$653,376$19,217iApproximate average salary by contribution assumption: employee only about $480,424 at 4% or $320,282 at 6%; with 50% employer match about $320,282 at 4% or $213,522 at 6%; with 100% employer match about $240,212 at 4% or $160,141 at 6%.
2015133$8,333,053$592,214$17,946iApproximate average salary by contribution assumption: employee only about $448,647 at 4% or $299,098 at 6%; with 50% employer match about $299,098 at 4% or $199,399 at 6%; with 100% employer match about $224,323 at 4% or $149,549 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-33$8,333,053$592,214$17,946iApproximate average salary by contribution assumption: employee only about $448,647 at 4% or $299,098 at 6%; with 50% employer match about $299,098 at 4% or $199,399 at 6%; with 100% employer match about $224,323 at 4% or $149,549 at 6%.
2014136$7,803,366$596,577$16,572iApproximate average salary by contribution assumption: employee only about $414,290 at 4% or $276,193 at 6%; with 50% employer match about $276,193 at 4% or $184,129 at 6%; with 100% employer match about $207,145 at 4% or $138,097 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-36$7,803,366$596,577$16,572iApproximate average salary by contribution assumption: employee only about $414,290 at 4% or $276,193 at 6%; with 50% employer match about $276,193 at 4% or $184,129 at 6%; with 100% employer match about $207,145 at 4% or $138,097 at 6%.
2013136$8,153,255$772,239$21,451iApproximate average salary by contribution assumption: employee only about $536,277 at 4% or $357,518 at 6%; with 50% employer match about $357,518 at 4% or $238,345 at 6%; with 100% employer match about $268,139 at 4% or $178,759 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-36$8,153,255$772,239$21,451iApproximate average salary by contribution assumption: employee only about $536,277 at 4% or $357,518 at 6%; with 50% employer match about $357,518 at 4% or $238,345 at 6%; with 100% employer match about $268,139 at 4% or $178,759 at 6%.
2012132$6,549,749$448,203$14,006iApproximate average salary by contribution assumption: employee only about $350,159 at 4% or $233,439 at 6%; with 50% employer match about $233,439 at 4% or $155,626 at 6%; with 100% employer match about $175,079 at 4% or $116,720 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-32$6,549,749$448,203$14,006iApproximate average salary by contribution assumption: employee only about $350,159 at 4% or $233,439 at 6%; with 50% employer match about $233,439 at 4% or $155,626 at 6%; with 100% employer match about $175,079 at 4% or $116,720 at 6%.
2011130$5,410,270$462,642$15,421iApproximate average salary by contribution assumption: employee only about $385,535 at 4% or $257,023 at 6%; with 50% employer match about $257,023 at 4% or $171,349 at 6%; with 100% employer match about $192,768 at 4% or $128,512 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-30$5,410,270$462,642$15,421iApproximate average salary by contribution assumption: employee only about $385,535 at 4% or $257,023 at 6%; with 50% employer match about $257,023 at 4% or $171,349 at 6%; with 100% employer match about $192,768 at 4% or $128,512 at 6%.
2010132$5,969,047$435,865$13,621iApproximate average salary by contribution assumption: employee only about $340,520 at 4% or $227,013 at 6%; with 50% employer match about $227,013 at 4% or $151,342 at 6%; with 100% employer match about $170,260 at 4% or $113,507 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-32$5,969,047$435,865$13,621iApproximate average salary by contribution assumption: employee only about $340,520 at 4% or $227,013 at 6%; with 50% employer match about $227,013 at 4% or $151,342 at 6%; with 100% employer match about $170,260 at 4% or $113,507 at 6%.
2009133$4,998,826$436,324$13,222iApproximate average salary by contribution assumption: employee only about $330,548 at 4% or $220,366 at 6%; with 50% employer match about $220,366 at 4% or $146,910 at 6%; with 100% employer match about $165,274 at 4% or $110,183 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-33$4,998,826$436,324$13,222iApproximate average salary by contribution assumption: employee only about $330,548 at 4% or $220,366 at 6%; with 50% employer match about $220,366 at 4% or $146,910 at 6%; with 100% employer match about $165,274 at 4% or $110,183 at 6%.
2008126$3,801,343$510,915$19,651iApproximate average salary by contribution assumption: employee only about $491,264 at 4% or $327,510 at 6%; with 50% employer match about $327,510 at 4% or $218,340 at 6%; with 100% employer match about $245,632 at 4% or $163,755 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-26$3,801,343$510,915$19,651iApproximate average salary by contribution assumption: employee only about $491,264 at 4% or $327,510 at 6%; with 50% employer match about $327,510 at 4% or $218,340 at 6%; with 100% employer match about $245,632 at 4% or $163,755 at 6%.
2007125$0$0-
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-25---
2006124$3,852,208$372,188$15,508iApproximate average salary by contribution assumption: employee only about $387,696 at 4% or $258,464 at 6%; with 50% employer match about $258,464 at 4% or $172,309 at 6%; with 100% employer match about $193,848 at 4% or $129,232 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-24$3,852,208$372,188$15,508iApproximate average salary by contribution assumption: employee only about $387,696 at 4% or $258,464 at 6%; with 50% employer match about $258,464 at 4% or $172,309 at 6%; with 100% employer match about $193,848 at 4% or $129,232 at 6%.
2005124$3,306,610$299,153$12,465iApproximate average salary by contribution assumption: employee only about $311,618 at 4% or $207,745 at 6%; with 50% employer match about $207,745 at 4% or $138,497 at 6%; with 100% employer match about $155,809 at 4% or $103,873 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-24$3,306,610$299,153$12,465iApproximate average salary by contribution assumption: employee only about $311,618 at 4% or $207,745 at 6%; with 50% employer match about $207,745 at 4% or $138,497 at 6%; with 100% employer match about $155,809 at 4% or $103,873 at 6%.
2004121$2,761,296$239,205$11,391iApproximate average salary by contribution assumption: employee only about $284,768 at 4% or $189,845 at 6%; with 50% employer match about $189,845 at 4% or $126,563 at 6%; with 100% employer match about $142,384 at 4% or $94,923 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-21$2,761,296$239,205$11,391iApproximate average salary by contribution assumption: employee only about $284,768 at 4% or $189,845 at 6%; with 50% employer match about $189,845 at 4% or $126,563 at 6%; with 100% employer match about $142,384 at 4% or $94,923 at 6%.
2003120$2,319,811$232,587$11,629iApproximate average salary by contribution assumption: employee only about $290,734 at 4% or $193,823 at 6%; with 50% employer match about $193,823 at 4% or $129,215 at 6%; with 100% employer match about $145,367 at 4% or $96,911 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-20$2,319,811$232,587$11,629iApproximate average salary by contribution assumption: employee only about $290,734 at 4% or $193,823 at 6%; with 50% employer match about $193,823 at 4% or $129,215 at 6%; with 100% employer match about $145,367 at 4% or $96,911 at 6%.
2002122$1,674,616$188,451$8,566iApproximate average salary by contribution assumption: employee only about $214,149 at 4% or $142,766 at 6%; with 50% employer match about $142,766 at 4% or $95,177 at 6%; with 100% employer match about $107,074 at 4% or $71,383 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-22$1,674,616$188,451$8,566iApproximate average salary by contribution assumption: employee only about $214,149 at 4% or $142,766 at 6%; with 50% employer match about $142,766 at 4% or $95,177 at 6%; with 100% employer match about $107,074 at 4% or $71,383 at 6%.
2001118$1,830,552$168,411$9,356iApproximate average salary by contribution assumption: employee only about $233,904 at 4% or $155,936 at 6%; with 50% employer match about $155,936 at 4% or $103,957 at 6%; with 100% employer match about $116,952 at 4% or $77,968 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-18$1,830,552$168,411$9,356iApproximate average salary by contribution assumption: employee only about $233,904 at 4% or $155,936 at 6%; with 50% employer match about $155,936 at 4% or $103,957 at 6%; with 100% employer match about $116,952 at 4% or $77,968 at 6%.
2000120$2,114,273$150,453$7,523iApproximate average salary by contribution assumption: employee only about $188,066 at 4% or $125,378 at 6%; with 50% employer match about $125,378 at 4% or $83,585 at 6%; with 100% employer match about $94,033 at 4% or $62,689 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-20$2,114,273$150,453$7,523iApproximate average salary by contribution assumption: employee only about $188,066 at 4% or $125,378 at 6%; with 50% employer match about $125,378 at 4% or $83,585 at 6%; with 100% employer match about $94,033 at 4% or $62,689 at 6%.
1999115$2,764,827$150,870$10,058iApproximate average salary by contribution assumption: employee only about $251,450 at 4% or $167,633 at 6%; with 50% employer match about $167,633 at 4% or $111,756 at 6%; with 100% employer match about $125,725 at 4% or $83,817 at 6%.
Bernard, Lyons & Gaddis PC. 401K Profit Sharing Plan & Trust-15$2,764,827$150,870$10,058iApproximate average salary by contribution assumption: employee only about $251,450 at 4% or $167,633 at 6%; with 50% employer match about $167,633 at 4% or $111,756 at 6%; with 100% employer match about $125,725 at 4% or $83,817 at 6%.