Lidstone and Associates Inc.
Plan context: Lidstone and Associates Inc. 401K Plan
EIN 84-1477003 • Fort Collins, CO • 17 filings • 3 plans
Current Snapshot
Latest Year
2015
2015 Participants
27
2015 Assets
$2,037,720
2015 Contributions
$78,442
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $78,442 | - |
| Lidstone and Associates Inc. 401K Plan | - | 0 | $0 | $78,442 | - |
| 2014 | 1 | 27 | $2,037,720 | $220,361 | $8,162iApproximate average salary by contribution assumption: employee only about $204,038 at 4% or $136,025 at 6%; with 50% employer match about $136,025 at 4% or $90,684 at 6%; with 100% employer match about $102,019 at 4% or $68,013 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 27 | $2,037,720 | $220,361 | $8,162iApproximate average salary by contribution assumption: employee only about $204,038 at 4% or $136,025 at 6%; with 50% employer match about $136,025 at 4% or $90,684 at 6%; with 100% employer match about $102,019 at 4% or $68,013 at 6%. |
| 2013 | 1 | 26 | $1,769,517 | $184,250 | $7,087iApproximate average salary by contribution assumption: employee only about $177,163 at 4% or $118,109 at 6%; with 50% employer match about $118,109 at 4% or $78,739 at 6%; with 100% employer match about $88,582 at 4% or $59,054 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 26 | $1,769,517 | $184,250 | $7,087iApproximate average salary by contribution assumption: employee only about $177,163 at 4% or $118,109 at 6%; with 50% employer match about $118,109 at 4% or $78,739 at 6%; with 100% employer match about $88,582 at 4% or $59,054 at 6%. |
| 2012 | 1 | 24 | $1,364,676 | $126,058 | $5,252iApproximate average salary by contribution assumption: employee only about $131,310 at 4% or $87,540 at 6%; with 50% employer match about $87,540 at 4% or $58,360 at 6%; with 100% employer match about $65,655 at 4% or $43,770 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 24 | $1,364,676 | $126,058 | $5,252iApproximate average salary by contribution assumption: employee only about $131,310 at 4% or $87,540 at 6%; with 50% employer match about $87,540 at 4% or $58,360 at 6%; with 100% employer match about $65,655 at 4% or $43,770 at 6%. |
| 2011 | 1 | 23 | $1,116,785 | $123,689 | $5,378iApproximate average salary by contribution assumption: employee only about $134,445 at 4% or $89,630 at 6%; with 50% employer match about $89,630 at 4% or $59,753 at 6%; with 100% employer match about $67,222 at 4% or $44,815 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 23 | $1,116,785 | $123,689 | $5,378iApproximate average salary by contribution assumption: employee only about $134,445 at 4% or $89,630 at 6%; with 50% employer match about $89,630 at 4% or $59,753 at 6%; with 100% employer match about $67,222 at 4% or $44,815 at 6%. |
| 2010 | 1 | 23 | $1,053,080 | $83,123 | $3,614iApproximate average salary by contribution assumption: employee only about $90,351 at 4% or $60,234 at 6%; with 50% employer match about $60,234 at 4% or $40,156 at 6%; with 100% employer match about $45,176 at 4% or $30,117 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 23 | $1,053,080 | $83,123 | $3,614iApproximate average salary by contribution assumption: employee only about $90,351 at 4% or $60,234 at 6%; with 50% employer match about $60,234 at 4% or $40,156 at 6%; with 100% employer match about $45,176 at 4% or $30,117 at 6%. |
| 2009 | 1 | 23 | $839,551 | $82,696 | $3,595iApproximate average salary by contribution assumption: employee only about $89,887 at 4% or $59,925 at 6%; with 50% employer match about $59,925 at 4% or $39,950 at 6%; with 100% employer match about $44,943 at 4% or $29,962 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 23 | $839,551 | $82,696 | $3,595iApproximate average salary by contribution assumption: employee only about $89,887 at 4% or $59,925 at 6%; with 50% employer match about $59,925 at 4% or $39,950 at 6%; with 100% employer match about $44,943 at 4% or $29,962 at 6%. |
| 2008 | 1 | 18 | $581,411 | $85,666 | $4,759iApproximate average salary by contribution assumption: employee only about $118,981 at 4% or $79,320 at 6%; with 50% employer match about $79,320 at 4% or $52,880 at 6%; with 100% employer match about $59,490 at 4% or $39,660 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 18 | $581,411 | $85,666 | $4,759iApproximate average salary by contribution assumption: employee only about $118,981 at 4% or $79,320 at 6%; with 50% employer match about $79,320 at 4% or $52,880 at 6%; with 100% employer match about $59,490 at 4% or $39,660 at 6%. |
| 2007 | 1 | 17 | $0 | $0 | - |
| Lidstone and Associates Inc. 401K Plan | - | 17 | - | - | - |
| 2006 | 1 | 10 | $680,975 | $95,553 | $9,555iApproximate average salary by contribution assumption: employee only about $238,882 at 4% or $159,255 at 6%; with 50% employer match about $159,255 at 4% or $106,170 at 6%; with 100% employer match about $119,441 at 4% or $79,628 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 10 | $680,975 | $95,553 | $9,555iApproximate average salary by contribution assumption: employee only about $238,882 at 4% or $159,255 at 6%; with 50% employer match about $159,255 at 4% or $106,170 at 6%; with 100% employer match about $119,441 at 4% or $79,628 at 6%. |
| 2005 | 1 | 14 | $514,512 | $90,811 | $6,487iApproximate average salary by contribution assumption: employee only about $162,163 at 4% or $108,108 at 6%; with 50% employer match about $108,108 at 4% or $72,072 at 6%; with 100% employer match about $81,081 at 4% or $54,054 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 14 | $514,512 | $90,811 | $6,487iApproximate average salary by contribution assumption: employee only about $162,163 at 4% or $108,108 at 6%; with 50% employer match about $108,108 at 4% or $72,072 at 6%; with 100% employer match about $81,081 at 4% or $54,054 at 6%. |
| 2004 | 1 | 13 | $405,982 | $96,265 | $7,405iApproximate average salary by contribution assumption: employee only about $185,125 at 4% or $123,417 at 6%; with 50% employer match about $123,417 at 4% or $82,278 at 6%; with 100% employer match about $92,563 at 4% or $61,708 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 13 | $405,982 | $96,265 | $7,405iApproximate average salary by contribution assumption: employee only about $185,125 at 4% or $123,417 at 6%; with 50% employer match about $123,417 at 4% or $82,278 at 6%; with 100% employer match about $92,563 at 4% or $61,708 at 6%. |
| 2003 | 1 | 13 | $277,597 | $53,286 | $4,099iApproximate average salary by contribution assumption: employee only about $102,473 at 4% or $68,315 at 6%; with 50% employer match about $68,315 at 4% or $45,544 at 6%; with 100% employer match about $51,237 at 4% or $34,158 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 13 | $277,597 | $53,286 | $4,099iApproximate average salary by contribution assumption: employee only about $102,473 at 4% or $68,315 at 6%; with 50% employer match about $68,315 at 4% or $45,544 at 6%; with 100% employer match about $51,237 at 4% or $34,158 at 6%. |
| 2002 | 1 | 15 | $219,433 | $64,361 | $4,291iApproximate average salary by contribution assumption: employee only about $107,268 at 4% or $71,512 at 6%; with 50% employer match about $71,512 at 4% or $47,675 at 6%; with 100% employer match about $53,634 at 4% or $35,756 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 15 | $219,433 | $64,361 | $4,291iApproximate average salary by contribution assumption: employee only about $107,268 at 4% or $71,512 at 6%; with 50% employer match about $71,512 at 4% or $47,675 at 6%; with 100% employer match about $53,634 at 4% or $35,756 at 6%. |
| 2001 | 1 | 11 | $199,565 | $64,302 | $5,846iApproximate average salary by contribution assumption: employee only about $146,141 at 4% or $97,427 at 6%; with 50% employer match about $97,427 at 4% or $64,952 at 6%; with 100% employer match about $73,070 at 4% or $48,714 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 11 | $199,565 | $64,302 | $5,846iApproximate average salary by contribution assumption: employee only about $146,141 at 4% or $97,427 at 6%; with 50% employer match about $97,427 at 4% or $64,952 at 6%; with 100% employer match about $73,070 at 4% or $48,714 at 6%. |
| 2000 | 1 | 11 | $183,461 | $54,808 | $4,983iApproximate average salary by contribution assumption: employee only about $124,564 at 4% or $83,042 at 6%; with 50% employer match about $83,042 at 4% or $55,362 at 6%; with 100% employer match about $62,282 at 4% or $41,521 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 11 | $183,461 | $54,808 | $4,983iApproximate average salary by contribution assumption: employee only about $124,564 at 4% or $83,042 at 6%; with 50% employer match about $83,042 at 4% or $55,362 at 6%; with 100% employer match about $62,282 at 4% or $41,521 at 6%. |
| 1999 | 1 | 10 | $166,827 | $147,759 | $14,776iApproximate average salary by contribution assumption: employee only about $369,398 at 4% or $246,265 at 6%; with 50% employer match about $246,265 at 4% or $164,177 at 6%; with 100% employer match about $184,699 at 4% or $123,133 at 6%. |
| Lidstone and Associates Inc. 401K Plan | - | 10 | $166,827 | $147,759 | $14,776iApproximate average salary by contribution assumption: employee only about $369,398 at 4% or $246,265 at 6%; with 50% employer match about $246,265 at 4% or $164,177 at 6%; with 100% employer match about $184,699 at 4% or $123,133 at 6%. |