Lavidge & Baumayr Inc.
Plan context: Lavidge & Baumayr Inc. 401K Plan
EIN 86-0434047 • Phoenix, AZ • 33 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
80
2024 Assets
$13,022,520
2024 Contributions
$1,106,177
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 80 | $13,022,520 | $1,106,177 | $13,827iApproximate average salary by contribution assumption: employee only about $345,680 at 4% or $230,454 at 6%; with 50% employer match about $230,454 at 4% or $153,636 at 6%; with 100% employer match about $172,840 at 4% or $115,227 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 80 | $6,786,574 | $683,347 | $8,542iApproximate average salary by contribution assumption: employee only about $213,546 at 4% or $142,364 at 6%; with 50% employer match about $142,364 at 4% or $94,909 at 6%; with 100% employer match about $106,773 at 4% or $71,182 at 6%. |
| The Lavidge Company Employee Stock Ownership Plan | - | 54 | $6,235,946 | $422,830 | $7,830iApproximate average salary by contribution assumption: employee only about $195,755 at 4% or $130,503 at 6%; with 50% employer match about $130,503 at 4% or $87,002 at 6%; with 100% employer match about $97,877 at 4% or $65,252 at 6%. |
| 2023 | 2 | 84 | $13,092,269 | $1,078,618 | $12,841iApproximate average salary by contribution assumption: employee only about $321,017 at 4% or $214,012 at 6%; with 50% employer match about $214,012 at 4% or $142,674 at 6%; with 100% employer match about $160,509 at 4% or $107,006 at 6%. |
| The Lavidge Company Employee Stock Ownership Plan | - | 52 | $7,409,388 | $425,351 | $8,180iApproximate average salary by contribution assumption: employee only about $204,496 at 4% or $136,330 at 6%; with 50% employer match about $136,330 at 4% or $90,887 at 6%; with 100% employer match about $102,248 at 4% or $68,165 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 84 | $5,682,881 | $653,267 | $7,777iApproximate average salary by contribution assumption: employee only about $194,425 at 4% or $129,616 at 6%; with 50% employer match about $129,616 at 4% or $86,411 at 6%; with 100% employer match about $97,212 at 4% or $64,808 at 6%. |
| 2022 | 2 | 90 | $9,112,578 | $1,183,651 | $13,152iApproximate average salary by contribution assumption: employee only about $328,792 at 4% or $219,195 at 6%; with 50% employer match about $219,195 at 4% or $146,130 at 6%; with 100% employer match about $164,396 at 4% or $109,597 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 90 | $4,635,627 | $429,255 | $4,770iApproximate average salary by contribution assumption: employee only about $119,238 at 4% or $79,492 at 6%; with 50% employer match about $79,492 at 4% or $52,994 at 6%; with 100% employer match about $59,619 at 4% or $39,746 at 6%. |
| The Lavidge Company Employee Stock Ownership Plan | - | 46 | $4,476,951 | $754,396 | $16,400iApproximate average salary by contribution assumption: employee only about $409,998 at 4% or $273,332 at 6%; with 50% employer match about $273,332 at 4% or $182,221 at 6%; with 100% employer match about $204,999 at 4% or $136,666 at 6%. |
| 2021 | 2 | 87 | $9,865,781 | $808,631 | $9,295iApproximate average salary by contribution assumption: employee only about $232,365 at 4% or $154,910 at 6%; with 50% employer match about $154,910 at 4% or $103,273 at 6%; with 100% employer match about $116,183 at 4% or $77,455 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 87 | $6,165,292 | $583,395 | $6,706iApproximate average salary by contribution assumption: employee only about $167,642 at 4% or $111,761 at 6%; with 50% employer match about $111,761 at 4% or $74,508 at 6%; with 100% employer match about $83,821 at 4% or $55,881 at 6%. |
| The Lavidge Company Employee Stock Ownership Plan | - | 47 | $3,700,489 | $225,236 | $4,792iApproximate average salary by contribution assumption: employee only about $119,806 at 4% or $79,871 at 6%; with 50% employer match about $79,871 at 4% or $53,247 at 6%; with 100% employer match about $59,903 at 4% or $39,935 at 6%. |
| 2020 | 2 | 82 | $9,407,275 | $964,242 | $11,759iApproximate average salary by contribution assumption: employee only about $293,976 at 4% or $195,984 at 6%; with 50% employer match about $195,984 at 4% or $130,656 at 6%; with 100% employer match about $146,988 at 4% or $97,992 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 82 | $5,899,985 | $964,242 | $11,759iApproximate average salary by contribution assumption: employee only about $293,976 at 4% or $195,984 at 6%; with 50% employer match about $195,984 at 4% or $130,656 at 6%; with 100% employer match about $146,988 at 4% or $97,992 at 6%. |
| The Lavidge Company Employee Stock Ownership Plan | - | 45 | $3,507,290 | - | - |
| 2019 | 2 | 87 | $8,821,587 | $1,538,108 | $17,679iApproximate average salary by contribution assumption: employee only about $441,985 at 4% or $294,657 at 6%; with 50% employer match about $294,657 at 4% or $196,438 at 6%; with 100% employer match about $220,993 at 4% or $147,328 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 87 | $4,830,647 | $469,910 | $5,401iApproximate average salary by contribution assumption: employee only about $135,032 at 4% or $90,021 at 6%; with 50% employer match about $90,021 at 4% or $60,014 at 6%; with 100% employer match about $67,516 at 4% or $45,011 at 6%. |
| The Lavidge Company Employee Stock Ownership Plan | - | 45 | $3,990,940 | $1,068,198 | $23,738iApproximate average salary by contribution assumption: employee only about $593,443 at 4% or $395,629 at 6%; with 50% employer match about $395,629 at 4% or $263,753 at 6%; with 100% employer match about $296,722 at 4% or $197,814 at 6%. |
| 2018 | 2 | 91 | $8,227,036 | $499,626 | $5,490iApproximate average salary by contribution assumption: employee only about $137,260 at 4% or $91,507 at 6%; with 50% employer match about $91,507 at 4% or $61,004 at 6%; with 100% employer match about $68,630 at 4% or $45,753 at 6%. |
| The Lavidge Company Employee Stock Ownership Plan | - | 46 | $4,125,875 | - | - |
| Lavidge & Baumayr Inc. 401K Plan | - | 91 | $4,101,161 | $499,626 | $5,490iApproximate average salary by contribution assumption: employee only about $137,260 at 4% or $91,507 at 6%; with 50% employer match about $91,507 at 4% or $61,004 at 6%; with 100% employer match about $68,630 at 4% or $45,753 at 6%. |
| 2017 | 2 | 89 | $10,731,955 | $621,125 | $6,979iApproximate average salary by contribution assumption: employee only about $174,473 at 4% or $116,316 at 6%; with 50% employer match about $116,316 at 4% or $77,544 at 6%; with 100% employer match about $87,237 at 4% or $58,158 at 6%. |
| The Lavidge Company Employee Stock Ownership Plan | - | 62 | $6,492,761 | - | - |
| Lavidge & Baumayr Inc. 401K Plan | - | 89 | $4,239,194 | $621,125 | $6,979iApproximate average salary by contribution assumption: employee only about $174,473 at 4% or $116,316 at 6%; with 50% employer match about $116,316 at 4% or $77,544 at 6%; with 100% employer match about $87,237 at 4% or $58,158 at 6%. |
| 2016 | 1 | 88 | $3,215,969 | $562,549 | $6,393iApproximate average salary by contribution assumption: employee only about $159,815 at 4% or $106,543 at 6%; with 50% employer match about $106,543 at 4% or $71,029 at 6%; with 100% employer match about $79,908 at 4% or $53,272 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 88 | $3,215,969 | $562,549 | $6,393iApproximate average salary by contribution assumption: employee only about $159,815 at 4% or $106,543 at 6%; with 50% employer match about $106,543 at 4% or $71,029 at 6%; with 100% employer match about $79,908 at 4% or $53,272 at 6%. |
| 2015 | 1 | 96 | $2,519,227 | $312,920 | $3,260iApproximate average salary by contribution assumption: employee only about $81,490 at 4% or $54,326 at 6%; with 50% employer match about $54,326 at 4% or $36,218 at 6%; with 100% employer match about $40,745 at 4% or $27,163 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 96 | $2,519,227 | $312,920 | $3,260iApproximate average salary by contribution assumption: employee only about $81,490 at 4% or $54,326 at 6%; with 50% employer match about $54,326 at 4% or $36,218 at 6%; with 100% employer match about $40,745 at 4% or $27,163 at 6%. |
| 2014 | 1 | 86 | $2,330,184 | $331,597 | $3,856iApproximate average salary by contribution assumption: employee only about $96,394 at 4% or $64,263 at 6%; with 50% employer match about $64,263 at 4% or $42,842 at 6%; with 100% employer match about $48,197 at 4% or $32,131 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 86 | $2,330,184 | $331,597 | $3,856iApproximate average salary by contribution assumption: employee only about $96,394 at 4% or $64,263 at 6%; with 50% employer match about $64,263 at 4% or $42,842 at 6%; with 100% employer match about $48,197 at 4% or $32,131 at 6%. |
| 2013 | 1 | 72 | $1,987,684 | $284,074 | $3,945iApproximate average salary by contribution assumption: employee only about $98,637 at 4% or $65,758 at 6%; with 50% employer match about $65,758 at 4% or $43,839 at 6%; with 100% employer match about $49,318 at 4% or $32,879 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 72 | $1,987,684 | $284,074 | $3,945iApproximate average salary by contribution assumption: employee only about $98,637 at 4% or $65,758 at 6%; with 50% employer match about $65,758 at 4% or $43,839 at 6%; with 100% employer match about $49,318 at 4% or $32,879 at 6%. |
| 2012 | 1 | 78 | $1,594,127 | $267,134 | $3,425iApproximate average salary by contribution assumption: employee only about $85,620 at 4% or $57,080 at 6%; with 50% employer match about $57,080 at 4% or $38,053 at 6%; with 100% employer match about $42,810 at 4% or $28,540 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 78 | $1,594,127 | $267,134 | $3,425iApproximate average salary by contribution assumption: employee only about $85,620 at 4% or $57,080 at 6%; with 50% employer match about $57,080 at 4% or $38,053 at 6%; with 100% employer match about $42,810 at 4% or $28,540 at 6%. |
| 2011 | 1 | 65 | $1,234,144 | $235,287 | $3,620iApproximate average salary by contribution assumption: employee only about $90,495 at 4% or $60,330 at 6%; with 50% employer match about $60,330 at 4% or $40,220 at 6%; with 100% employer match about $45,248 at 4% or $30,165 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 65 | $1,234,144 | $235,287 | $3,620iApproximate average salary by contribution assumption: employee only about $90,495 at 4% or $60,330 at 6%; with 50% employer match about $60,330 at 4% or $40,220 at 6%; with 100% employer match about $45,248 at 4% or $30,165 at 6%. |
| 2010 | 1 | 54 | $1,086,438 | $180,232 | $3,338iApproximate average salary by contribution assumption: employee only about $83,441 at 4% or $55,627 at 6%; with 50% employer match about $55,627 at 4% or $37,085 at 6%; with 100% employer match about $41,720 at 4% or $27,814 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 54 | $1,086,438 | $180,232 | $3,338iApproximate average salary by contribution assumption: employee only about $83,441 at 4% or $55,627 at 6%; with 50% employer match about $55,627 at 4% or $37,085 at 6%; with 100% employer match about $41,720 at 4% or $27,814 at 6%. |
| 2009 | 1 | 54 | $881,913 | $144,311 | $2,672iApproximate average salary by contribution assumption: employee only about $66,811 at 4% or $44,540 at 6%; with 50% employer match about $44,540 at 4% or $29,694 at 6%; with 100% employer match about $33,405 at 4% or $22,270 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 54 | $881,913 | $144,311 | $2,672iApproximate average salary by contribution assumption: employee only about $66,811 at 4% or $44,540 at 6%; with 50% employer match about $44,540 at 4% or $29,694 at 6%; with 100% employer match about $33,405 at 4% or $22,270 at 6%. |
| 2008 | 1 | 28 | $552,951 | $169,137 | $6,041iApproximate average salary by contribution assumption: employee only about $151,015 at 4% or $100,677 at 6%; with 50% employer match about $100,677 at 4% or $67,118 at 6%; with 100% employer match about $75,508 at 4% or $50,338 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 28 | $552,951 | $169,137 | $6,041iApproximate average salary by contribution assumption: employee only about $151,015 at 4% or $100,677 at 6%; with 50% employer match about $100,677 at 4% or $67,118 at 6%; with 100% employer match about $75,508 at 4% or $50,338 at 6%. |
| 2007 | 1 | 25 | $658,501 | $97,136 | $3,885iApproximate average salary by contribution assumption: employee only about $97,136 at 4% or $64,757 at 6%; with 50% employer match about $64,757 at 4% or $43,172 at 6%; with 100% employer match about $48,568 at 4% or $32,379 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 25 | $658,501 | $97,136 | $3,885iApproximate average salary by contribution assumption: employee only about $97,136 at 4% or $64,757 at 6%; with 50% employer match about $64,757 at 4% or $43,172 at 6%; with 100% employer match about $48,568 at 4% or $32,379 at 6%. |
| 2006 | 1 | 20 | $520,614 | $73,980 | $3,699iApproximate average salary by contribution assumption: employee only about $92,475 at 4% or $61,650 at 6%; with 50% employer match about $61,650 at 4% or $41,100 at 6%; with 100% employer match about $46,238 at 4% or $30,825 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 20 | $520,614 | $73,980 | $3,699iApproximate average salary by contribution assumption: employee only about $92,475 at 4% or $61,650 at 6%; with 50% employer match about $61,650 at 4% or $41,100 at 6%; with 100% employer match about $46,238 at 4% or $30,825 at 6%. |
| 2005 | 1 | 20 | $409,446 | $57,348 | $2,867iApproximate average salary by contribution assumption: employee only about $71,685 at 4% or $47,790 at 6%; with 50% employer match about $47,790 at 4% or $31,860 at 6%; with 100% employer match about $35,843 at 4% or $23,895 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 20 | $409,446 | $57,348 | $2,867iApproximate average salary by contribution assumption: employee only about $71,685 at 4% or $47,790 at 6%; with 50% employer match about $47,790 at 4% or $31,860 at 6%; with 100% employer match about $35,843 at 4% or $23,895 at 6%. |
| 2004 | 1 | 20 | $393,064 | $61,514 | $3,076iApproximate average salary by contribution assumption: employee only about $76,893 at 4% or $51,262 at 6%; with 50% employer match about $51,262 at 4% or $34,174 at 6%; with 100% employer match about $38,446 at 4% or $25,631 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 20 | $393,064 | $61,514 | $3,076iApproximate average salary by contribution assumption: employee only about $76,893 at 4% or $51,262 at 6%; with 50% employer match about $51,262 at 4% or $34,174 at 6%; with 100% employer match about $38,446 at 4% or $25,631 at 6%. |
| 2003 | 1 | 31 | $594,370 | $92,471 | $2,983iApproximate average salary by contribution assumption: employee only about $74,573 at 4% or $49,716 at 6%; with 50% employer match about $49,716 at 4% or $33,144 at 6%; with 100% employer match about $37,287 at 4% or $24,858 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 31 | $594,370 | $92,471 | $2,983iApproximate average salary by contribution assumption: employee only about $74,573 at 4% or $49,716 at 6%; with 50% employer match about $49,716 at 4% or $33,144 at 6%; with 100% employer match about $37,287 at 4% or $24,858 at 6%. |
| 2002 | 1 | 20 | $504,951 | $110,682 | $5,534iApproximate average salary by contribution assumption: employee only about $138,353 at 4% or $92,235 at 6%; with 50% employer match about $92,235 at 4% or $61,490 at 6%; with 100% employer match about $69,176 at 4% or $46,118 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 20 | $504,951 | $110,682 | $5,534iApproximate average salary by contribution assumption: employee only about $138,353 at 4% or $92,235 at 6%; with 50% employer match about $92,235 at 4% or $61,490 at 6%; with 100% employer match about $69,176 at 4% or $46,118 at 6%. |
| 2001 | 1 | 30 | $666,782 | $127,342 | $4,245iApproximate average salary by contribution assumption: employee only about $106,118 at 4% or $70,746 at 6%; with 50% employer match about $70,746 at 4% or $47,164 at 6%; with 100% employer match about $53,059 at 4% or $35,373 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 30 | $666,782 | $127,342 | $4,245iApproximate average salary by contribution assumption: employee only about $106,118 at 4% or $70,746 at 6%; with 50% employer match about $70,746 at 4% or $47,164 at 6%; with 100% employer match about $53,059 at 4% or $35,373 at 6%. |
| 1999 | 1 | 24 | $655,485 | $93,181 | $3,883iApproximate average salary by contribution assumption: employee only about $97,064 at 4% or $64,709 at 6%; with 50% employer match about $64,709 at 4% or $43,139 at 6%; with 100% employer match about $48,532 at 4% or $32,355 at 6%. |
| Lavidge & Baumayr Inc. 401K Plan | - | 24 | $655,485 | $93,181 | $3,883iApproximate average salary by contribution assumption: employee only about $97,064 at 4% or $64,709 at 6%; with 50% employer match about $64,709 at 4% or $43,139 at 6%; with 100% employer match about $48,532 at 4% or $32,355 at 6%. |