Civic Intelligence

LIN AND ASSOCIATES, INC.

Plan context: Lin and Associates Inc. 401(K) Plan

EIN 86-0703937 • Phoenix, AZ • 19 filings • 4 plans

11811 N. Tatum Blvd., Suite 4080Phoenix, AZ 85028
Current Snapshot

Latest Year

2024

2024 Participants

67

2024 Assets

$13,317,517

2024 Contributions

$836,671

Historical Graphs

Total Assets Over Time

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

$13,317,517$6,658,759$0199920072024YearValue
$13,317,517Latest year 2024

Participants Over Time

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

73370199920072024YearValue
67Latest 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
2024167$13,317,517$836,671$12,488iApproximate average salary by contribution assumption: employee only about $312,191 at 4% or $208,127 at 6%; with 50% employer match about $208,127 at 4% or $138,751 at 6%; with 100% employer match about $156,095 at 4% or $104,064 at 6%.
Lin and Associates Inc. 401(K) Plan-67$13,317,517$836,671$12,488iApproximate average salary by contribution assumption: employee only about $312,191 at 4% or $208,127 at 6%; with 50% employer match about $208,127 at 4% or $138,751 at 6%; with 100% employer match about $156,095 at 4% or $104,064 at 6%.
2023173$11,207,643$937,907$12,848iApproximate average salary by contribution assumption: employee only about $321,201 at 4% or $214,134 at 6%; with 50% employer match about $214,134 at 4% or $142,756 at 6%; with 100% employer match about $160,601 at 4% or $107,067 at 6%.
Lin and Associates Inc. 401(K) Plan-73$11,207,643$937,907$12,848iApproximate average salary by contribution assumption: employee only about $321,201 at 4% or $214,134 at 6%; with 50% employer match about $214,134 at 4% or $142,756 at 6%; with 100% employer match about $160,601 at 4% or $107,067 at 6%.
2022272$9,204,588$792,321$11,004iApproximate average salary by contribution assumption: employee only about $275,111 at 4% or $183,408 at 6%; with 50% employer match about $183,408 at 4% or $122,272 at 6%; with 100% employer match about $137,556 at 4% or $91,704 at 6%.
Lin and Associates Inc. 401(K) Plan-72$9,204,588$792,321$11,004iApproximate average salary by contribution assumption: employee only about $275,111 at 4% or $183,408 at 6%; with 50% employer match about $183,408 at 4% or $122,272 at 6%; with 100% employer match about $137,556 at 4% or $91,704 at 6%.
LIN & ASSOCIATES, INC. HEALTH AND WELFARE BENEFITS PLAN-54---
2021162$10,220,350$674,885$10,885iApproximate average salary by contribution assumption: employee only about $272,131 at 4% or $181,421 at 6%; with 50% employer match about $181,421 at 4% or $120,947 at 6%; with 100% employer match about $136,066 at 4% or $90,710 at 6%.
Lin and Associates Inc. 401(K) Plan-62$10,220,350$674,885$10,885iApproximate average salary by contribution assumption: employee only about $272,131 at 4% or $181,421 at 6%; with 50% employer match about $181,421 at 4% or $120,947 at 6%; with 100% employer match about $136,066 at 4% or $90,710 at 6%.
2020167$8,807,254$731,484$10,918iApproximate average salary by contribution assumption: employee only about $272,942 at 4% or $181,961 at 6%; with 50% employer match about $181,961 at 4% or $121,307 at 6%; with 100% employer match about $136,471 at 4% or $90,981 at 6%.
Lin and Associates Inc. 401(K) Plan-67$8,807,254$731,484$10,918iApproximate average salary by contribution assumption: employee only about $272,942 at 4% or $181,961 at 6%; with 50% employer match about $181,961 at 4% or $121,307 at 6%; with 100% employer match about $136,471 at 4% or $90,981 at 6%.
2019172$7,088,527$647,317$8,991iApproximate average salary by contribution assumption: employee only about $224,763 at 4% or $149,842 at 6%; with 50% employer match about $149,842 at 4% or $99,895 at 6%; with 100% employer match about $112,381 at 4% or $74,921 at 6%.
Lin and Associates Inc. 401(K) Plan-72$7,088,527$647,317$8,991iApproximate average salary by contribution assumption: employee only about $224,763 at 4% or $149,842 at 6%; with 50% employer match about $149,842 at 4% or $99,895 at 6%; with 100% employer match about $112,381 at 4% or $74,921 at 6%.
2018161$6,342,851$670,613$10,994iApproximate average salary by contribution assumption: employee only about $274,841 at 4% or $183,228 at 6%; with 50% employer match about $183,228 at 4% or $122,152 at 6%; with 100% employer match about $137,421 at 4% or $91,614 at 6%.
Lin and Associates Inc. 401(K) Plan-61$6,342,851$670,613$10,994iApproximate average salary by contribution assumption: employee only about $274,841 at 4% or $183,228 at 6%; with 50% employer match about $183,228 at 4% or $122,152 at 6%; with 100% employer match about $137,421 at 4% or $91,614 at 6%.
2017148$6,157,141$691,662$14,410iApproximate average salary by contribution assumption: employee only about $360,241 at 4% or $240,160 at 6%; with 50% employer match about $240,160 at 4% or $160,107 at 6%; with 100% employer match about $180,120 at 4% or $120,080 at 6%.
Lin and Associates Inc. 401(K) Plan-48$6,157,141$691,662$14,410iApproximate average salary by contribution assumption: employee only about $360,241 at 4% or $240,160 at 6%; with 50% employer match about $240,160 at 4% or $160,107 at 6%; with 100% employer match about $180,120 at 4% or $120,080 at 6%.
200810$0$148,506-
Lin and Associates Inc. 401(K) Plan-0-$148,506-
2007114$1,878,709$256,789$18,342iApproximate average salary by contribution assumption: employee only about $458,552 at 4% or $305,701 at 6%; with 50% employer match about $305,701 at 4% or $203,801 at 6%; with 100% employer match about $229,276 at 4% or $152,851 at 6%.
Lin and Associates Inc. 401(K) Plan-14$1,878,709$256,789$18,342iApproximate average salary by contribution assumption: employee only about $458,552 at 4% or $305,701 at 6%; with 50% employer match about $305,701 at 4% or $203,801 at 6%; with 100% employer match about $229,276 at 4% or $152,851 at 6%.
2006111$1,529,800$132,629$12,057iApproximate average salary by contribution assumption: employee only about $301,430 at 4% or $200,953 at 6%; with 50% employer match about $200,953 at 4% or $133,969 at 6%; with 100% employer match about $150,715 at 4% or $100,477 at 6%.
Lin and Associates Inc. 401(K) Plan-11$1,529,800$132,629$12,057iApproximate average salary by contribution assumption: employee only about $301,430 at 4% or $200,953 at 6%; with 50% employer match about $200,953 at 4% or $133,969 at 6%; with 100% employer match about $150,715 at 4% or $100,477 at 6%.
2005111$1,223,098$176,626$16,057iApproximate average salary by contribution assumption: employee only about $401,423 at 4% or $267,615 at 6%; with 50% employer match about $267,615 at 4% or $178,410 at 6%; with 100% employer match about $200,711 at 4% or $133,808 at 6%.
Lin and Associates Inc. 401(K) Plan-11$1,223,098$176,626$16,057iApproximate average salary by contribution assumption: employee only about $401,423 at 4% or $267,615 at 6%; with 50% employer match about $267,615 at 4% or $178,410 at 6%; with 100% employer match about $200,711 at 4% or $133,808 at 6%.
200419$997,353$306,549$34,061iApproximate average salary by contribution assumption: employee only about $851,525 at 4% or $567,683 at 6%; with 50% employer match about $567,683 at 4% or $378,456 at 6%; with 100% employer match about $425,763 at 4% or $283,842 at 6%.
Lin and Associates Inc. 401(K) Plan-9$997,353$306,549$34,061iApproximate average salary by contribution assumption: employee only about $851,525 at 4% or $567,683 at 6%; with 50% employer match about $567,683 at 4% or $378,456 at 6%; with 100% employer match about $425,763 at 4% or $283,842 at 6%.
200315$591,297$112,163$22,433iApproximate average salary by contribution assumption: employee only about $560,815 at 4% or $373,877 at 6%; with 50% employer match about $373,877 at 4% or $249,251 at 6%; with 100% employer match about $280,408 at 4% or $186,938 at 6%.
Lin and Associates Inc. 401(K) Plan-5$591,297$112,163$22,433iApproximate average salary by contribution assumption: employee only about $560,815 at 4% or $373,877 at 6%; with 50% employer match about $373,877 at 4% or $249,251 at 6%; with 100% employer match about $280,408 at 4% or $186,938 at 6%.
200215$392,920$67,718$13,544iApproximate average salary by contribution assumption: employee only about $338,590 at 4% or $225,727 at 6%; with 50% employer match about $225,727 at 4% or $150,484 at 6%; with 100% employer match about $169,295 at 4% or $112,863 at 6%.
Lin and Associates Inc. 401(K) Plan-5$392,920$67,718$13,544iApproximate average salary by contribution assumption: employee only about $338,590 at 4% or $225,727 at 6%; with 50% employer match about $225,727 at 4% or $150,484 at 6%; with 100% employer match about $169,295 at 4% or $112,863 at 6%.
200114$354,075$58,814$14,704iApproximate average salary by contribution assumption: employee only about $367,588 at 4% or $245,058 at 6%; with 50% employer match about $245,058 at 4% or $163,372 at 6%; with 100% employer match about $183,794 at 4% or $122,529 at 6%.
Lin and Associates Inc. 401(K) Plan-4$354,075$58,814$14,704iApproximate average salary by contribution assumption: employee only about $367,588 at 4% or $245,058 at 6%; with 50% employer match about $245,058 at 4% or $163,372 at 6%; with 100% employer match about $183,794 at 4% or $122,529 at 6%.
200014$316,827$71,055$17,764iApproximate average salary by contribution assumption: employee only about $444,094 at 4% or $296,063 at 6%; with 50% employer match about $296,063 at 4% or $197,375 at 6%; with 100% employer match about $222,047 at 4% or $148,031 at 6%.
Lin and Associates Inc. 401(K) Plan-4$316,827$71,055$17,764iApproximate average salary by contribution assumption: employee only about $444,094 at 4% or $296,063 at 6%; with 50% employer match about $296,063 at 4% or $197,375 at 6%; with 100% employer match about $222,047 at 4% or $148,031 at 6%.
199914$273,791$64,019$16,005iApproximate average salary by contribution assumption: employee only about $400,119 at 4% or $266,746 at 6%; with 50% employer match about $266,746 at 4% or $177,831 at 6%; with 100% employer match about $200,059 at 4% or $133,373 at 6%.
Lin and Associates Inc. 401(K) Plan-4$273,791$64,019$16,005iApproximate average salary by contribution assumption: employee only about $400,119 at 4% or $266,746 at 6%; with 50% employer match about $266,746 at 4% or $177,831 at 6%; with 100% employer match about $200,059 at 4% or $133,373 at 6%.