Sargent Bickham Lagudis LLC
Plan context: Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan
EIN 84-1481957 • Boulder, CO • 35 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$187,895
2025 Contributions
$106,331
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |
| 2024 | 2 | 5 | $187,895 | $0 | - |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 5 | $187,895 | - | - |
| SARGENT BICKHAM LAGUDIS, LLC CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2023 | 2 | 36 | $10,474,808 | $106,331 | $2,954iApproximate average salary by contribution assumption: employee only about $73,841 at 4% or $49,227 at 6%; with 50% employer match about $49,227 at 4% or $32,818 at 6%; with 100% employer match about $36,920 at 4% or $24,614 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 36 | $8,231,023 | $106,331 | $2,954iApproximate average salary by contribution assumption: employee only about $73,841 at 4% or $49,227 at 6%; with 50% employer match about $49,227 at 4% or $32,818 at 6%; with 100% employer match about $36,920 at 4% or $24,614 at 6%. |
| SARGENT BICKHAM LAGUDIS, LLC CASH BALANCE PLAN | - | 34 | $2,243,785 | - | - |
| 2022 | 2 | 34 | $9,086,426 | $954,980 | $28,088iApproximate average salary by contribution assumption: employee only about $702,191 at 4% or $468,127 at 6%; with 50% employer match about $468,127 at 4% or $312,085 at 6%; with 100% employer match about $351,096 at 4% or $234,064 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 32 | $7,092,052 | $566,407 | $17,700iApproximate average salary by contribution assumption: employee only about $442,505 at 4% or $295,004 at 6%; with 50% employer match about $295,004 at 4% or $196,669 at 6%; with 100% employer match about $221,253 at 4% or $147,502 at 6%. |
| SARGENT BICKHAM LAGUDIS, LLC CASH BALANCE PLAN | - | 34 | $1,994,374 | $388,573 | $11,429iApproximate average salary by contribution assumption: employee only about $285,715 at 4% or $190,477 at 6%; with 50% employer match about $190,477 at 4% or $126,985 at 6%; with 100% employer match about $142,858 at 4% or $95,238 at 6%. |
| 2021 | 2 | 31 | $10,363,514 | $1,209,824 | $39,027iApproximate average salary by contribution assumption: employee only about $975,665 at 4% or $650,443 at 6%; with 50% employer match about $650,443 at 4% or $433,629 at 6%; with 100% employer match about $487,832 at 4% or $325,222 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 31 | $8,449,976 | $761,471 | $24,564iApproximate average salary by contribution assumption: employee only about $614,090 at 4% or $409,393 at 6%; with 50% employer match about $409,393 at 4% or $272,929 at 6%; with 100% employer match about $307,045 at 4% or $204,697 at 6%. |
| SARGENT BICKHAM LAGUDIS, LLC CASH BALANCE PLAN | - | 31 | $1,913,538 | $448,353 | $14,463iApproximate average salary by contribution assumption: employee only about $361,575 at 4% or $241,050 at 6%; with 50% employer match about $241,050 at 4% or $160,700 at 6%; with 100% employer match about $180,788 at 4% or $120,525 at 6%. |
| 2020 | 2 | 31 | $8,185,165 | $950,684 | $30,667iApproximate average salary by contribution assumption: employee only about $766,681 at 4% or $511,120 at 6%; with 50% employer match about $511,120 at 4% or $340,747 at 6%; with 100% employer match about $383,340 at 4% or $255,560 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 31 | $6,857,905 | $548,365 | $17,689iApproximate average salary by contribution assumption: employee only about $442,230 at 4% or $294,820 at 6%; with 50% employer match about $294,820 at 4% or $196,547 at 6%; with 100% employer match about $221,115 at 4% or $147,410 at 6%. |
| SARGENT BICKHAM LAGUDIS, LLC CASH BALANCE PLAN | - | 25 | $1,327,260 | $402,319 | $16,093iApproximate average salary by contribution assumption: employee only about $402,319 at 4% or $268,213 at 6%; with 50% employer match about $268,213 at 4% or $178,808 at 6%; with 100% employer match about $201,160 at 4% or $134,106 at 6%. |
| 2019 | 2 | 32 | $6,352,961 | $989,281 | $30,915iApproximate average salary by contribution assumption: employee only about $772,876 at 4% or $515,251 at 6%; with 50% employer match about $515,251 at 4% or $343,500 at 6%; with 100% employer match about $386,438 at 4% or $257,625 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 32 | $5,587,102 | $754,281 | $23,571iApproximate average salary by contribution assumption: employee only about $589,282 at 4% or $392,855 at 6%; with 50% employer match about $392,855 at 4% or $261,903 at 6%; with 100% employer match about $294,641 at 4% or $196,427 at 6%. |
| SARGENT BICKHAM LAGUDIS, LLC CASH BALANCE PLAN | - | 24 | $765,859 | $235,000 | $9,792iApproximate average salary by contribution assumption: employee only about $244,792 at 4% or $163,194 at 6%; with 50% employer match about $163,194 at 4% or $108,796 at 6%; with 100% employer match about $122,396 at 4% or $81,597 at 6%. |
| 2018 | 3 | 33 | $9,382,954 | $1,294,634 | $39,231iApproximate average salary by contribution assumption: employee only about $980,783 at 4% or $653,856 at 6%; with 50% employer match about $653,856 at 4% or $435,904 at 6%; with 100% employer match about $490,392 at 4% or $326,928 at 6%. |
| SARGENT BICKHAM LAGUDIS, LLC SECTION 401(K) PROFIT SHARING PLAN | - | 33 | $4,451,082 | $517,317 | $15,676iApproximate average salary by contribution assumption: employee only about $391,907 at 4% or $261,271 at 6%; with 50% employer match about $261,271 at 4% or $174,181 at 6%; with 100% employer match about $195,953 at 4% or $130,636 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 33 | $4,451,082 | $517,317 | $15,676iApproximate average salary by contribution assumption: employee only about $391,907 at 4% or $261,271 at 6%; with 50% employer match about $261,271 at 4% or $174,181 at 6%; with 100% employer match about $195,953 at 4% or $130,636 at 6%. |
| SARGENT BICKHAM LAGUDIS, LLC CASH BALANCE PLAN | - | 27 | $480,790 | $260,000 | $9,630iApproximate average salary by contribution assumption: employee only about $240,741 at 4% or $160,494 at 6%; with 50% employer match about $160,494 at 4% or $106,996 at 6%; with 100% employer match about $120,370 at 4% or $80,247 at 6%. |
| 2017 | 3 | 30 | $9,031,124 | $3,033,368 | $101,112iApproximate average salary by contribution assumption: employee only about $2,527,807 at 4% or $1,685,204 at 6%; with 50% employer match about $1,685,204 at 4% or $1,123,470 at 6%; with 100% employer match about $1,263,903 at 4% or $842,602 at 6%. |
| SARGENT BICKHAM LAGUDIS, LLC SECTION 401(K) PROFIT SHARING PLAN | - | 30 | $4,398,062 | $1,399,184 | $46,639iApproximate average salary by contribution assumption: employee only about $1,165,987 at 4% or $777,324 at 6%; with 50% employer match about $777,324 at 4% or $518,216 at 6%; with 100% employer match about $582,993 at 4% or $388,662 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 30 | $4,398,062 | $1,399,184 | $46,639iApproximate average salary by contribution assumption: employee only about $1,165,987 at 4% or $777,324 at 6%; with 50% employer match about $777,324 at 4% or $518,216 at 6%; with 100% employer match about $582,993 at 4% or $388,662 at 6%. |
| SARGENT BICKHAM LAGUDIS, LLC CASH BALANCE PLAN | - | 24 | $235,000 | $235,000 | $9,792iApproximate average salary by contribution assumption: employee only about $244,792 at 4% or $163,194 at 6%; with 50% employer match about $163,194 at 4% or $108,796 at 6%; with 100% employer match about $122,396 at 4% or $81,597 at 6%. |
| 2016 | 1 | 30 | $2,526,528 | $302,784 | $10,093iApproximate average salary by contribution assumption: employee only about $252,320 at 4% or $168,213 at 6%; with 50% employer match about $168,213 at 4% or $112,142 at 6%; with 100% employer match about $126,160 at 4% or $84,107 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 30 | $2,526,528 | $302,784 | $10,093iApproximate average salary by contribution assumption: employee only about $252,320 at 4% or $168,213 at 6%; with 50% employer match about $168,213 at 4% or $112,142 at 6%; with 100% employer match about $126,160 at 4% or $84,107 at 6%. |
| 2015 | 1 | 20 | $2,065,321 | $249,590 | $12,480iApproximate average salary by contribution assumption: employee only about $311,988 at 4% or $207,992 at 6%; with 50% employer match about $207,992 at 4% or $138,661 at 6%; with 100% employer match about $155,994 at 4% or $103,996 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 20 | $2,065,321 | $249,590 | $12,480iApproximate average salary by contribution assumption: employee only about $311,988 at 4% or $207,992 at 6%; with 50% employer match about $207,992 at 4% or $138,661 at 6%; with 100% employer match about $155,994 at 4% or $103,996 at 6%. |
| 2014 | 1 | 19 | $1,948,643 | $199,193 | $10,484iApproximate average salary by contribution assumption: employee only about $262,096 at 4% or $174,731 at 6%; with 50% employer match about $174,731 at 4% or $116,487 at 6%; with 100% employer match about $131,048 at 4% or $87,365 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 19 | $1,948,643 | $199,193 | $10,484iApproximate average salary by contribution assumption: employee only about $262,096 at 4% or $174,731 at 6%; with 50% employer match about $174,731 at 4% or $116,487 at 6%; with 100% employer match about $131,048 at 4% or $87,365 at 6%. |
| 2013 | 1 | 20 | $1,607,687 | $183,058 | $9,153iApproximate average salary by contribution assumption: employee only about $228,823 at 4% or $152,548 at 6%; with 50% employer match about $152,548 at 4% or $101,699 at 6%; with 100% employer match about $114,411 at 4% or $76,274 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 20 | $1,607,687 | $183,058 | $9,153iApproximate average salary by contribution assumption: employee only about $228,823 at 4% or $152,548 at 6%; with 50% employer match about $152,548 at 4% or $101,699 at 6%; with 100% employer match about $114,411 at 4% or $76,274 at 6%. |
| 2012 | 1 | 19 | $1,207,288 | $145,910 | $7,679iApproximate average salary by contribution assumption: employee only about $191,987 at 4% or $127,991 at 6%; with 50% employer match about $127,991 at 4% or $85,327 at 6%; with 100% employer match about $95,993 at 4% or $63,996 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 19 | $1,207,288 | $145,910 | $7,679iApproximate average salary by contribution assumption: employee only about $191,987 at 4% or $127,991 at 6%; with 50% employer match about $127,991 at 4% or $85,327 at 6%; with 100% employer match about $95,993 at 4% or $63,996 at 6%. |
| 2011 | 1 | 21 | $965,989 | $150,349 | $7,159iApproximate average salary by contribution assumption: employee only about $178,987 at 4% or $119,325 at 6%; with 50% employer match about $119,325 at 4% or $79,550 at 6%; with 100% employer match about $89,493 at 4% or $59,662 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 21 | $965,989 | $150,349 | $7,159iApproximate average salary by contribution assumption: employee only about $178,987 at 4% or $119,325 at 6%; with 50% employer match about $119,325 at 4% or $79,550 at 6%; with 100% employer match about $89,493 at 4% or $59,662 at 6%. |
| 2010 | 1 | 18 | $850,670 | $124,826 | $6,935iApproximate average salary by contribution assumption: employee only about $173,369 at 4% or $115,580 at 6%; with 50% employer match about $115,580 at 4% or $77,053 at 6%; with 100% employer match about $86,685 at 4% or $57,790 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 18 | $850,670 | $124,826 | $6,935iApproximate average salary by contribution assumption: employee only about $173,369 at 4% or $115,580 at 6%; with 50% employer match about $115,580 at 4% or $77,053 at 6%; with 100% employer match about $86,685 at 4% or $57,790 at 6%. |
| 2009 | 1 | 18 | $631,335 | $102,005 | $5,667iApproximate average salary by contribution assumption: employee only about $141,674 at 4% or $94,449 at 6%; with 50% employer match about $94,449 at 4% or $62,966 at 6%; with 100% employer match about $70,837 at 4% or $47,225 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 18 | $631,335 | $102,005 | $5,667iApproximate average salary by contribution assumption: employee only about $141,674 at 4% or $94,449 at 6%; with 50% employer match about $94,449 at 4% or $62,966 at 6%; with 100% employer match about $70,837 at 4% or $47,225 at 6%. |
| 2008 | 1 | 14 | $440,007 | $90,024 | $6,430iApproximate average salary by contribution assumption: employee only about $160,757 at 4% or $107,171 at 6%; with 50% employer match about $107,171 at 4% or $71,448 at 6%; with 100% employer match about $80,379 at 4% or $53,586 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 14 | $440,007 | $90,024 | $6,430iApproximate average salary by contribution assumption: employee only about $160,757 at 4% or $107,171 at 6%; with 50% employer match about $107,171 at 4% or $71,448 at 6%; with 100% employer match about $80,379 at 4% or $53,586 at 6%. |
| 2007 | 1 | 11 | $551,429 | $100,770 | $9,161iApproximate average salary by contribution assumption: employee only about $229,023 at 4% or $152,682 at 6%; with 50% employer match about $152,682 at 4% or $101,788 at 6%; with 100% employer match about $114,511 at 4% or $76,341 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 11 | $551,429 | $100,770 | $9,161iApproximate average salary by contribution assumption: employee only about $229,023 at 4% or $152,682 at 6%; with 50% employer match about $152,682 at 4% or $101,788 at 6%; with 100% employer match about $114,511 at 4% or $76,341 at 6%. |
| 2006 | 1 | 10 | $591,803 | $103,116 | $10,312iApproximate average salary by contribution assumption: employee only about $257,790 at 4% or $171,860 at 6%; with 50% employer match about $171,860 at 4% or $114,573 at 6%; with 100% employer match about $128,895 at 4% or $85,930 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 10 | $591,803 | $103,116 | $10,312iApproximate average salary by contribution assumption: employee only about $257,790 at 4% or $171,860 at 6%; with 50% employer match about $171,860 at 4% or $114,573 at 6%; with 100% employer match about $128,895 at 4% or $85,930 at 6%. |
| 2005 | 1 | 9 | $450,932 | $100,802 | $11,200iApproximate average salary by contribution assumption: employee only about $280,006 at 4% or $186,670 at 6%; with 50% employer match about $186,670 at 4% or $124,447 at 6%; with 100% employer match about $140,003 at 4% or $93,335 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 9 | $450,932 | $100,802 | $11,200iApproximate average salary by contribution assumption: employee only about $280,006 at 4% or $186,670 at 6%; with 50% employer match about $186,670 at 4% or $124,447 at 6%; with 100% employer match about $140,003 at 4% or $93,335 at 6%. |
| 2004 | 1 | 9 | $324,135 | $89,088 | $9,899iApproximate average salary by contribution assumption: employee only about $247,467 at 4% or $164,978 at 6%; with 50% employer match about $164,978 at 4% or $109,985 at 6%; with 100% employer match about $123,733 at 4% or $82,489 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 9 | $324,135 | $89,088 | $9,899iApproximate average salary by contribution assumption: employee only about $247,467 at 4% or $164,978 at 6%; with 50% employer match about $164,978 at 4% or $109,985 at 6%; with 100% employer match about $123,733 at 4% or $82,489 at 6%. |
| 2003 | 1 | 7 | $212,725 | $73,840 | $10,549iApproximate average salary by contribution assumption: employee only about $263,714 at 4% or $175,810 at 6%; with 50% employer match about $175,810 at 4% or $117,206 at 6%; with 100% employer match about $131,857 at 4% or $87,905 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 7 | $212,725 | $73,840 | $10,549iApproximate average salary by contribution assumption: employee only about $263,714 at 4% or $175,810 at 6%; with 50% employer match about $175,810 at 4% or $117,206 at 6%; with 100% employer match about $131,857 at 4% or $87,905 at 6%. |
| 2002 | 1 | 7 | $123,669 | $71,259 | $10,180iApproximate average salary by contribution assumption: employee only about $254,496 at 4% or $169,664 at 6%; with 50% employer match about $169,664 at 4% or $113,110 at 6%; with 100% employer match about $127,248 at 4% or $84,832 at 6%. |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 7 | $123,669 | $71,259 | $10,180iApproximate average salary by contribution assumption: employee only about $254,496 at 4% or $169,664 at 6%; with 50% employer match about $169,664 at 4% or $113,110 at 6%; with 100% employer match about $127,248 at 4% or $84,832 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Sargent Bickham Lagudis LLC Section 401(K) Profit Sharing Plan | - | 6 | - | - | - |