Civic Intelligence

Lundberg & Associates

Plan context: Lundberg & Associates Profit Sharing Plan

EIN 87-0495630 • South Salt Lake, UT • 25 filings • 1 plans

3269 S Main St Ste 100South Salt Lake, UT 84115-3773
Current Snapshot

Latest Year

2023

2023 Participants

49

2023 Assets

$2,806,100

2023 Contributions

$17,982

Historical Graphs

Total Assets Over Time

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

$3,640,191$1,820,096$0199920122022YearValue
$2,806,100Latest year 2022

Participants Over Time

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

107540199920112022YearValue
49Latest year 2022

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
202310$0$17,982-
Lundberg & Associates Profit Sharing Plan-0$0$17,982-
2022149$2,806,100$66,486$1,357iApproximate average salary by contribution assumption: employee only about $33,921 at 4% or $22,614 at 6%; with 50% employer match about $22,614 at 4% or $15,076 at 6%; with 100% employer match about $16,961 at 4% or $11,307 at 6%.
Lundberg & Associates Profit Sharing Plan-49$2,806,100$66,486$1,357iApproximate average salary by contribution assumption: employee only about $33,921 at 4% or $22,614 at 6%; with 50% employer match about $22,614 at 4% or $15,076 at 6%; with 100% employer match about $16,961 at 4% or $11,307 at 6%.
2021151$3,201,080$57,969$1,137iApproximate average salary by contribution assumption: employee only about $28,416 at 4% or $18,944 at 6%; with 50% employer match about $18,944 at 4% or $12,629 at 6%; with 100% employer match about $14,208 at 4% or $9,472 at 6%.
Lundberg & Associates Profit Sharing Plan-51$3,201,080$57,969$1,137iApproximate average salary by contribution assumption: employee only about $28,416 at 4% or $18,944 at 6%; with 50% employer match about $18,944 at 4% or $12,629 at 6%; with 100% employer match about $14,208 at 4% or $9,472 at 6%.
2020155$2,903,093$102,063$1,856iApproximate average salary by contribution assumption: employee only about $46,392 at 4% or $30,928 at 6%; with 50% employer match about $30,928 at 4% or $20,619 at 6%; with 100% employer match about $23,196 at 4% or $15,464 at 6%.
Lundberg & Associates Profit Sharing Plan-55$2,903,093$102,063$1,856iApproximate average salary by contribution assumption: employee only about $46,392 at 4% or $30,928 at 6%; with 50% employer match about $30,928 at 4% or $20,619 at 6%; with 100% employer match about $23,196 at 4% or $15,464 at 6%.
2019162$2,738,840$144,984$2,338iApproximate average salary by contribution assumption: employee only about $58,461 at 4% or $38,974 at 6%; with 50% employer match about $38,974 at 4% or $25,983 at 6%; with 100% employer match about $29,231 at 4% or $19,487 at 6%.
Lundberg & Associates Profit Sharing Plan-62$2,738,840$144,984$2,338iApproximate average salary by contribution assumption: employee only about $58,461 at 4% or $38,974 at 6%; with 50% employer match about $38,974 at 4% or $25,983 at 6%; with 100% employer match about $29,231 at 4% or $19,487 at 6%.
2018168$2,475,808$174,625$2,568iApproximate average salary by contribution assumption: employee only about $64,200 at 4% or $42,800 at 6%; with 50% employer match about $42,800 at 4% or $28,533 at 6%; with 100% employer match about $32,100 at 4% or $21,400 at 6%.
Lundberg & Associates Profit Sharing Plan-68$2,475,808$174,625$2,568iApproximate average salary by contribution assumption: employee only about $64,200 at 4% or $42,800 at 6%; with 50% employer match about $42,800 at 4% or $28,533 at 6%; with 100% employer match about $32,100 at 4% or $21,400 at 6%.
2017178$3,640,191$187,606$2,405iApproximate average salary by contribution assumption: employee only about $60,130 at 4% or $40,087 at 6%; with 50% employer match about $40,087 at 4% or $26,725 at 6%; with 100% employer match about $30,065 at 4% or $20,043 at 6%.
Lundberg & Associates Profit Sharing Plan-78$3,640,191$187,606$2,405iApproximate average salary by contribution assumption: employee only about $60,130 at 4% or $40,087 at 6%; with 50% employer match about $40,087 at 4% or $26,725 at 6%; with 100% employer match about $30,065 at 4% or $20,043 at 6%.
2016194$3,137,063$233,103$2,480iApproximate average salary by contribution assumption: employee only about $61,995 at 4% or $41,330 at 6%; with 50% employer match about $41,330 at 4% or $27,554 at 6%; with 100% employer match about $30,998 at 4% or $20,665 at 6%.
Lundberg & Associates Profit Sharing Plan-94$3,137,063$233,103$2,480iApproximate average salary by contribution assumption: employee only about $61,995 at 4% or $41,330 at 6%; with 50% employer match about $41,330 at 4% or $27,554 at 6%; with 100% employer match about $30,998 at 4% or $20,665 at 6%.
2015176$2,908,483$259,253$3,411iApproximate average salary by contribution assumption: employee only about $85,281 at 4% or $56,854 at 6%; with 50% employer match about $56,854 at 4% or $37,902 at 6%; with 100% employer match about $42,640 at 4% or $28,427 at 6%.
Lundberg & Associates Profit Sharing Plan-76$2,908,483$259,253$3,411iApproximate average salary by contribution assumption: employee only about $85,281 at 4% or $56,854 at 6%; with 50% employer match about $56,854 at 4% or $37,902 at 6%; with 100% employer match about $42,640 at 4% or $28,427 at 6%.
2014160$2,897,109$282,254$4,704iApproximate average salary by contribution assumption: employee only about $117,606 at 4% or $78,404 at 6%; with 50% employer match about $78,404 at 4% or $52,269 at 6%; with 100% employer match about $58,803 at 4% or $39,202 at 6%.
Lundberg & Associates Profit Sharing Plan-60$2,897,109$282,254$4,704iApproximate average salary by contribution assumption: employee only about $117,606 at 4% or $78,404 at 6%; with 50% employer match about $78,404 at 4% or $52,269 at 6%; with 100% employer match about $58,803 at 4% or $39,202 at 6%.
20131102$2,730,950$268,653$2,634iApproximate average salary by contribution assumption: employee only about $65,846 at 4% or $43,898 at 6%; with 50% employer match about $43,898 at 4% or $29,265 at 6%; with 100% employer match about $32,923 at 4% or $21,949 at 6%.
Lundberg & Associates Profit Sharing Plan-102$2,730,950$268,653$2,634iApproximate average salary by contribution assumption: employee only about $65,846 at 4% or $43,898 at 6%; with 50% employer match about $43,898 at 4% or $29,265 at 6%; with 100% employer match about $32,923 at 4% or $21,949 at 6%.
2012194$2,766,351$263,043$2,798iApproximate average salary by contribution assumption: employee only about $69,958 at 4% or $46,639 at 6%; with 50% employer match about $46,639 at 4% or $31,093 at 6%; with 100% employer match about $34,979 at 4% or $23,319 at 6%.
Lundberg & Associates Profit Sharing Plan-94$2,766,351$263,043$2,798iApproximate average salary by contribution assumption: employee only about $69,958 at 4% or $46,639 at 6%; with 50% employer match about $46,639 at 4% or $31,093 at 6%; with 100% employer match about $34,979 at 4% or $23,319 at 6%.
20111107$2,402,103$248,779$2,325iApproximate average salary by contribution assumption: employee only about $58,126 at 4% or $38,751 at 6%; with 50% employer match about $38,751 at 4% or $25,834 at 6%; with 100% employer match about $29,063 at 4% or $19,375 at 6%.
Lundberg & Associates Profit Sharing Plan-107$2,402,103$248,779$2,325iApproximate average salary by contribution assumption: employee only about $58,126 at 4% or $38,751 at 6%; with 50% employer match about $38,751 at 4% or $25,834 at 6%; with 100% employer match about $29,063 at 4% or $19,375 at 6%.
20101105$2,172,233$236,932$2,256iApproximate average salary by contribution assumption: employee only about $56,412 at 4% or $37,608 at 6%; with 50% employer match about $37,608 at 4% or $25,072 at 6%; with 100% employer match about $28,206 at 4% or $18,804 at 6%.
Lundberg & Associates Profit Sharing Plan-105$2,172,233$236,932$2,256iApproximate average salary by contribution assumption: employee only about $56,412 at 4% or $37,608 at 6%; with 50% employer match about $37,608 at 4% or $25,072 at 6%; with 100% employer match about $28,206 at 4% or $18,804 at 6%.
2009173$1,770,721$414,359$5,676iApproximate average salary by contribution assumption: employee only about $141,904 at 4% or $94,603 at 6%; with 50% employer match about $94,603 at 4% or $63,068 at 6%; with 100% employer match about $70,952 at 4% or $47,301 at 6%.
Lundberg & Associates Profit Sharing Plan-73$1,770,721$414,359$5,676iApproximate average salary by contribution assumption: employee only about $141,904 at 4% or $94,603 at 6%; with 50% employer match about $94,603 at 4% or $63,068 at 6%; with 100% employer match about $70,952 at 4% or $47,301 at 6%.
2008142$1,287,059$188,321$4,484iApproximate average salary by contribution assumption: employee only about $112,096 at 4% or $74,731 at 6%; with 50% employer match about $74,731 at 4% or $49,820 at 6%; with 100% employer match about $56,048 at 4% or $37,365 at 6%.
Lundberg & Associates Profit Sharing Plan-42$1,287,059$188,321$4,484iApproximate average salary by contribution assumption: employee only about $112,096 at 4% or $74,731 at 6%; with 50% employer match about $74,731 at 4% or $49,820 at 6%; with 100% employer match about $56,048 at 4% or $37,365 at 6%.
2007136$1,717,112$144,640$4,018iApproximate average salary by contribution assumption: employee only about $100,444 at 4% or $66,963 at 6%; with 50% employer match about $66,963 at 4% or $44,642 at 6%; with 100% employer match about $50,222 at 4% or $33,481 at 6%.
Lundberg & Associates Profit Sharing Plan-36$1,717,112$144,640$4,018iApproximate average salary by contribution assumption: employee only about $100,444 at 4% or $66,963 at 6%; with 50% employer match about $66,963 at 4% or $44,642 at 6%; with 100% employer match about $50,222 at 4% or $33,481 at 6%.
2006140$1,726,439$175,064$4,377iApproximate average salary by contribution assumption: employee only about $109,415 at 4% or $72,943 at 6%; with 50% employer match about $72,943 at 4% or $48,629 at 6%; with 100% employer match about $54,708 at 4% or $36,472 at 6%.
Lundberg & Associates Profit Sharing Plan-40$1,726,439$175,064$4,377iApproximate average salary by contribution assumption: employee only about $109,415 at 4% or $72,943 at 6%; with 50% employer match about $72,943 at 4% or $48,629 at 6%; with 100% employer match about $54,708 at 4% or $36,472 at 6%.
2005157$1,565,998$183,923$3,227iApproximate average salary by contribution assumption: employee only about $80,668 at 4% or $53,779 at 6%; with 50% employer match about $53,779 at 4% or $35,852 at 6%; with 100% employer match about $40,334 at 4% or $26,889 at 6%.
Lundberg & Associates Profit Sharing Plan-57$1,565,998$183,923$3,227iApproximate average salary by contribution assumption: employee only about $80,668 at 4% or $53,779 at 6%; with 50% employer match about $53,779 at 4% or $35,852 at 6%; with 100% employer match about $40,334 at 4% or $26,889 at 6%.
2004158$1,450,976$188,869$3,256iApproximate average salary by contribution assumption: employee only about $81,409 at 4% or $54,273 at 6%; with 50% employer match about $54,273 at 4% or $36,182 at 6%; with 100% employer match about $40,705 at 4% or $27,136 at 6%.
Lundberg & Associates Profit Sharing Plan-58$1,450,976$188,869$3,256iApproximate average salary by contribution assumption: employee only about $81,409 at 4% or $54,273 at 6%; with 50% employer match about $54,273 at 4% or $36,182 at 6%; with 100% employer match about $40,705 at 4% or $27,136 at 6%.
2003160$1,279,853$370,995$6,183iApproximate average salary by contribution assumption: employee only about $154,581 at 4% or $103,054 at 6%; with 50% employer match about $103,054 at 4% or $68,703 at 6%; with 100% employer match about $77,291 at 4% or $51,527 at 6%.
Lundberg & Associates Profit Sharing Plan-60$1,279,853$370,995$6,183iApproximate average salary by contribution assumption: employee only about $154,581 at 4% or $103,054 at 6%; with 50% employer match about $103,054 at 4% or $68,703 at 6%; with 100% employer match about $77,291 at 4% or $51,527 at 6%.
2002154$755,225$293,431$5,434iApproximate average salary by contribution assumption: employee only about $135,848 at 4% or $90,565 at 6%; with 50% employer match about $90,565 at 4% or $60,377 at 6%; with 100% employer match about $67,924 at 4% or $45,283 at 6%.
Lundberg & Associates Profit Sharing Plan-54$755,225$293,431$5,434iApproximate average salary by contribution assumption: employee only about $135,848 at 4% or $90,565 at 6%; with 50% employer match about $90,565 at 4% or $60,377 at 6%; with 100% employer match about $67,924 at 4% or $45,283 at 6%.
2001142$0$0-
Lundberg & Associates Profit Sharing Plan-42---
2000134$0$0-
Lundberg & Associates Profit Sharing Plan-34---
1999120$280,793$136,834$6,842iApproximate average salary by contribution assumption: employee only about $171,043 at 4% or $114,028 at 6%; with 50% employer match about $114,028 at 4% or $76,019 at 6%; with 100% employer match about $85,521 at 4% or $57,014 at 6%.
Lundberg & Associates Profit Sharing Plan-20$280,793$136,834$6,842iApproximate average salary by contribution assumption: employee only about $171,043 at 4% or $114,028 at 6%; with 50% employer match about $114,028 at 4% or $76,019 at 6%; with 100% employer match about $85,521 at 4% or $57,014 at 6%.