Lumos & Associates, Inc.
Plan context: Lumos & Associates 401K Plan
EIN 88-0158689 • Reno, NV • 28 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
134
2024 Assets
$17,386,317
2024 Contributions
$1,962,716
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 | 134 | $17,386,317 | $1,962,716 | $14,647iApproximate average salary by contribution assumption: employee only about $366,178 at 4% or $244,119 at 6%; with 50% employer match about $244,119 at 4% or $162,746 at 6%; with 100% employer match about $183,089 at 4% or $122,059 at 6%. |
| Lumos & Associates 401K Plan | - | 134 | $17,386,317 | $1,962,716 | $14,647iApproximate average salary by contribution assumption: employee only about $366,178 at 4% or $244,119 at 6%; with 50% employer match about $244,119 at 4% or $162,746 at 6%; with 100% employer match about $183,089 at 4% or $122,059 at 6%. |
| Lumos & Associates Inc. Employee Benefit Plan | - | 123 | - | - | - |
| 2023 | 2 | 113 | $14,570,013 | $1,644,070 | $14,549iApproximate average salary by contribution assumption: employee only about $363,732 at 4% or $242,488 at 6%; with 50% employer match about $242,488 at 4% or $161,659 at 6%; with 100% employer match about $181,866 at 4% or $121,244 at 6%. |
| Lumos & Associates 401K Plan | - | 113 | $14,570,013 | $1,644,070 | $14,549iApproximate average salary by contribution assumption: employee only about $363,732 at 4% or $242,488 at 6%; with 50% employer match about $242,488 at 4% or $161,659 at 6%; with 100% employer match about $181,866 at 4% or $121,244 at 6%. |
| Lumos & Associates Inc. Employee Benefit Plan | - | 105 | - | - | - |
| 2022 | 1 | 109 | $11,167,020 | $1,388,324 | $12,737iApproximate average salary by contribution assumption: employee only about $318,423 at 4% or $212,282 at 6%; with 50% employer match about $212,282 at 4% or $141,521 at 6%; with 100% employer match about $159,211 at 4% or $106,141 at 6%. |
| Lumos & Associates 401K Plan | - | 109 | $11,167,020 | $1,388,324 | $12,737iApproximate average salary by contribution assumption: employee only about $318,423 at 4% or $212,282 at 6%; with 50% employer match about $212,282 at 4% or $141,521 at 6%; with 100% employer match about $159,211 at 4% or $106,141 at 6%. |
| 2021 | 1 | 90 | $13,736,101 | $1,206,315 | $13,404iApproximate average salary by contribution assumption: employee only about $335,088 at 4% or $223,392 at 6%; with 50% employer match about $223,392 at 4% or $148,928 at 6%; with 100% employer match about $167,544 at 4% or $111,696 at 6%. |
| Lumos & Associates 401K Plan | - | 90 | $13,736,101 | $1,206,315 | $13,404iApproximate average salary by contribution assumption: employee only about $335,088 at 4% or $223,392 at 6%; with 50% employer match about $223,392 at 4% or $148,928 at 6%; with 100% employer match about $167,544 at 4% or $111,696 at 6%. |
| 2020 | 1 | 82 | $11,790,735 | $1,321,754 | $16,119iApproximate average salary by contribution assumption: employee only about $402,974 at 4% or $268,649 at 6%; with 50% employer match about $268,649 at 4% or $179,099 at 6%; with 100% employer match about $201,487 at 4% or $134,325 at 6%. |
| Lumos & Associates 401K Plan | - | 82 | $11,790,735 | $1,321,754 | $16,119iApproximate average salary by contribution assumption: employee only about $402,974 at 4% or $268,649 at 6%; with 50% employer match about $268,649 at 4% or $179,099 at 6%; with 100% employer match about $201,487 at 4% or $134,325 at 6%. |
| 2019 | 1 | 90 | $9,119,712 | $1,126,141 | $12,513iApproximate average salary by contribution assumption: employee only about $312,817 at 4% or $208,545 at 6%; with 50% employer match about $208,545 at 4% or $139,030 at 6%; with 100% employer match about $156,408 at 4% or $104,272 at 6%. |
| Lumos & Associates 401K Plan | - | 90 | $9,119,712 | $1,126,141 | $12,513iApproximate average salary by contribution assumption: employee only about $312,817 at 4% or $208,545 at 6%; with 50% employer match about $208,545 at 4% or $139,030 at 6%; with 100% employer match about $156,408 at 4% or $104,272 at 6%. |
| 2018 | 1 | 81 | $6,468,930 | $1,670,319 | $20,621iApproximate average salary by contribution assumption: employee only about $515,531 at 4% or $343,687 at 6%; with 50% employer match about $343,687 at 4% or $229,125 at 6%; with 100% employer match about $257,765 at 4% or $171,844 at 6%. |
| Lumos & Associates 401K Plan | - | 81 | $6,468,930 | $1,670,319 | $20,621iApproximate average salary by contribution assumption: employee only about $515,531 at 4% or $343,687 at 6%; with 50% employer match about $343,687 at 4% or $229,125 at 6%; with 100% employer match about $257,765 at 4% or $171,844 at 6%. |
| 2017 | 1 | 81 | $6,059,163 | $853,005 | $10,531iApproximate average salary by contribution assumption: employee only about $263,273 at 4% or $175,515 at 6%; with 50% employer match about $175,515 at 4% or $117,010 at 6%; with 100% employer match about $131,637 at 4% or $87,758 at 6%. |
| Lumos & Associates 401K Plan | - | 81 | $6,059,163 | $853,005 | $10,531iApproximate average salary by contribution assumption: employee only about $263,273 at 4% or $175,515 at 6%; with 50% employer match about $175,515 at 4% or $117,010 at 6%; with 100% employer match about $131,637 at 4% or $87,758 at 6%. |
| 2016 | 1 | 63 | $4,623,757 | $729,565 | $11,580iApproximate average salary by contribution assumption: employee only about $289,510 at 4% or $193,007 at 6%; with 50% employer match about $193,007 at 4% or $128,671 at 6%; with 100% employer match about $144,755 at 4% or $96,503 at 6%. |
| Lumos & Associates 401K Plan | - | 63 | $4,623,757 | $729,565 | $11,580iApproximate average salary by contribution assumption: employee only about $289,510 at 4% or $193,007 at 6%; with 50% employer match about $193,007 at 4% or $128,671 at 6%; with 100% employer match about $144,755 at 4% or $96,503 at 6%. |
| 2015 | 1 | 57 | $3,923,136 | $437,175 | $7,670iApproximate average salary by contribution assumption: employee only about $191,743 at 4% or $127,829 at 6%; with 50% employer match about $127,829 at 4% or $85,219 at 6%; with 100% employer match about $95,872 at 4% or $63,914 at 6%. |
| Lumos & Associates 401K Plan | - | 57 | $3,923,136 | $437,175 | $7,670iApproximate average salary by contribution assumption: employee only about $191,743 at 4% or $127,829 at 6%; with 50% employer match about $127,829 at 4% or $85,219 at 6%; with 100% employer match about $95,872 at 4% or $63,914 at 6%. |
| 2014 | 1 | 54 | $3,646,849 | $574,199 | $10,633iApproximate average salary by contribution assumption: employee only about $265,833 at 4% or $177,222 at 6%; with 50% employer match about $177,222 at 4% or $118,148 at 6%; with 100% employer match about $132,916 at 4% or $88,611 at 6%. |
| Lumos & Associates 401K Plan | - | 54 | $3,646,849 | $574,199 | $10,633iApproximate average salary by contribution assumption: employee only about $265,833 at 4% or $177,222 at 6%; with 50% employer match about $177,222 at 4% or $118,148 at 6%; with 100% employer match about $132,916 at 4% or $88,611 at 6%. |
| 2013 | 1 | 60 | $3,169,595 | $327,031 | $5,451iApproximate average salary by contribution assumption: employee only about $136,263 at 4% or $90,842 at 6%; with 50% employer match about $90,842 at 4% or $60,561 at 6%; with 100% employer match about $68,131 at 4% or $45,421 at 6%. |
| Lumos & Associates 401K Plan | - | 60 | $3,169,595 | $327,031 | $5,451iApproximate average salary by contribution assumption: employee only about $136,263 at 4% or $90,842 at 6%; with 50% employer match about $90,842 at 4% or $60,561 at 6%; with 100% employer match about $68,131 at 4% or $45,421 at 6%. |
| 2012 | 1 | 69 | $3,154,744 | $435,359 | $6,310iApproximate average salary by contribution assumption: employee only about $157,739 at 4% or $105,159 at 6%; with 50% employer match about $105,159 at 4% or $70,106 at 6%; with 100% employer match about $78,869 at 4% or $52,580 at 6%. |
| Lumos & Associates 401K Plan | - | 69 | $3,154,744 | $435,359 | $6,310iApproximate average salary by contribution assumption: employee only about $157,739 at 4% or $105,159 at 6%; with 50% employer match about $105,159 at 4% or $70,106 at 6%; with 100% employer match about $78,869 at 4% or $52,580 at 6%. |
| 2011 | 1 | 63 | $3,290,008 | $246,359 | $3,910iApproximate average salary by contribution assumption: employee only about $97,762 at 4% or $65,174 at 6%; with 50% employer match about $65,174 at 4% or $43,450 at 6%; with 100% employer match about $48,881 at 4% or $32,587 at 6%. |
| Lumos & Associates 401K Plan | - | 63 | $3,290,008 | $246,359 | $3,910iApproximate average salary by contribution assumption: employee only about $97,762 at 4% or $65,174 at 6%; with 50% employer match about $65,174 at 4% or $43,450 at 6%; with 100% employer match about $48,881 at 4% or $32,587 at 6%. |
| 2010 | 1 | 72 | $3,467,494 | $310,379 | $4,311iApproximate average salary by contribution assumption: employee only about $107,770 at 4% or $71,847 at 6%; with 50% employer match about $71,847 at 4% or $47,898 at 6%; with 100% employer match about $53,885 at 4% or $35,923 at 6%. |
| Lumos & Associates 401K Plan | - | 72 | $3,467,494 | $310,379 | $4,311iApproximate average salary by contribution assumption: employee only about $107,770 at 4% or $71,847 at 6%; with 50% employer match about $71,847 at 4% or $47,898 at 6%; with 100% employer match about $53,885 at 4% or $35,923 at 6%. |
| 2009 | 1 | 83 | $3,190,737 | $359,692 | $4,334iApproximate average salary by contribution assumption: employee only about $108,341 at 4% or $72,227 at 6%; with 50% employer match about $72,227 at 4% or $48,152 at 6%; with 100% employer match about $54,170 at 4% or $36,114 at 6%. |
| Lumos & Associates 401K Plan | - | 83 | $3,190,737 | $359,692 | $4,334iApproximate average salary by contribution assumption: employee only about $108,341 at 4% or $72,227 at 6%; with 50% employer match about $72,227 at 4% or $48,152 at 6%; with 100% employer match about $54,170 at 4% or $36,114 at 6%. |
| 2008 | 1 | 91 | $2,414,180 | $426,532 | $4,687iApproximate average salary by contribution assumption: employee only about $117,179 at 4% or $78,119 at 6%; with 50% employer match about $78,119 at 4% or $52,080 at 6%; with 100% employer match about $58,590 at 4% or $39,060 at 6%. |
| Lumos & Associates 401K Plan | - | 91 | $2,414,180 | $426,532 | $4,687iApproximate average salary by contribution assumption: employee only about $117,179 at 4% or $78,119 at 6%; with 50% employer match about $78,119 at 4% or $52,080 at 6%; with 100% employer match about $58,590 at 4% or $39,060 at 6%. |
| 2007 | 1 | 111 | $3,114,953 | $493,291 | $4,444iApproximate average salary by contribution assumption: employee only about $111,102 at 4% or $74,068 at 6%; with 50% employer match about $74,068 at 4% or $49,378 at 6%; with 100% employer match about $55,551 at 4% or $37,034 at 6%. |
| Lumos & Associates 401K Plan | - | 111 | $3,114,953 | $493,291 | $4,444iApproximate average salary by contribution assumption: employee only about $111,102 at 4% or $74,068 at 6%; with 50% employer match about $74,068 at 4% or $49,378 at 6%; with 100% employer match about $55,551 at 4% or $37,034 at 6%. |
| 2006 | 1 | 170 | $2,741,022 | $399,896 | $2,352iApproximate average salary by contribution assumption: employee only about $58,808 at 4% or $39,205 at 6%; with 50% employer match about $39,205 at 4% or $26,137 at 6%; with 100% employer match about $29,404 at 4% or $19,603 at 6%. |
| Lumos & Associates 401K Plan | - | 170 | $2,741,022 | $399,896 | $2,352iApproximate average salary by contribution assumption: employee only about $58,808 at 4% or $39,205 at 6%; with 50% employer match about $39,205 at 4% or $26,137 at 6%; with 100% employer match about $29,404 at 4% or $19,603 at 6%. |
| 2005 | 1 | 142 | $2,207,917 | $421,567 | $2,969iApproximate average salary by contribution assumption: employee only about $74,220 at 4% or $49,480 at 6%; with 50% employer match about $49,480 at 4% or $32,986 at 6%; with 100% employer match about $37,110 at 4% or $24,740 at 6%. |
| Lumos & Associates 401K Plan | - | 142 | $2,207,917 | $421,567 | $2,969iApproximate average salary by contribution assumption: employee only about $74,220 at 4% or $49,480 at 6%; with 50% employer match about $49,480 at 4% or $32,986 at 6%; with 100% employer match about $37,110 at 4% or $24,740 at 6%. |
| 2004 | 1 | 99 | $1,957,695 | $275,109 | $2,779iApproximate average salary by contribution assumption: employee only about $69,472 at 4% or $46,315 at 6%; with 50% employer match about $46,315 at 4% or $30,876 at 6%; with 100% employer match about $34,736 at 4% or $23,157 at 6%. |
| Lumos & Associates 401K Plan | - | 99 | $1,957,695 | $275,109 | $2,779iApproximate average salary by contribution assumption: employee only about $69,472 at 4% or $46,315 at 6%; with 50% employer match about $46,315 at 4% or $30,876 at 6%; with 100% employer match about $34,736 at 4% or $23,157 at 6%. |
| 2003 | 1 | 70 | $1,637,948 | $231,238 | $3,303iApproximate average salary by contribution assumption: employee only about $82,585 at 4% or $55,057 at 6%; with 50% employer match about $55,057 at 4% or $36,704 at 6%; with 100% employer match about $41,293 at 4% or $27,528 at 6%. |
| Lumos & Associates 401K Plan | - | 70 | $1,637,948 | $231,238 | $3,303iApproximate average salary by contribution assumption: employee only about $82,585 at 4% or $55,057 at 6%; with 50% employer match about $55,057 at 4% or $36,704 at 6%; with 100% employer match about $41,293 at 4% or $27,528 at 6%. |
| 2002 | 1 | 71 | $1,271,156 | $246,471 | $3,471iApproximate average salary by contribution assumption: employee only about $86,786 at 4% or $57,857 at 6%; with 50% employer match about $57,857 at 4% or $38,571 at 6%; with 100% employer match about $43,393 at 4% or $28,929 at 6%. |
| Lumos & Associates 401K Plan | - | 71 | $1,271,156 | $246,471 | $3,471iApproximate average salary by contribution assumption: employee only about $86,786 at 4% or $57,857 at 6%; with 50% employer match about $57,857 at 4% or $38,571 at 6%; with 100% employer match about $43,393 at 4% or $28,929 at 6%. |
| 2001 | 1 | 74 | $1,319,745 | $240,474 | $3,250iApproximate average salary by contribution assumption: employee only about $81,241 at 4% or $54,161 at 6%; with 50% employer match about $54,161 at 4% or $36,107 at 6%; with 100% employer match about $40,621 at 4% or $27,080 at 6%. |
| Lumos & Associates 401K Plan | - | 74 | $1,319,745 | $240,474 | $3,250iApproximate average salary by contribution assumption: employee only about $81,241 at 4% or $54,161 at 6%; with 50% employer match about $54,161 at 4% or $36,107 at 6%; with 100% employer match about $40,621 at 4% or $27,080 at 6%. |
| 2000 | 1 | 67 | $1,511,444 | $230,527 | $3,441iApproximate average salary by contribution assumption: employee only about $86,018 at 4% or $57,345 at 6%; with 50% employer match about $57,345 at 4% or $38,230 at 6%; with 100% employer match about $43,009 at 4% or $28,673 at 6%. |
| Lumos & Associates 401K Plan | - | 67 | $1,511,444 | $230,527 | $3,441iApproximate average salary by contribution assumption: employee only about $86,018 at 4% or $57,345 at 6%; with 50% employer match about $57,345 at 4% or $38,230 at 6%; with 100% employer match about $43,009 at 4% or $28,673 at 6%. |
| 1999 | 1 | 64 | $1,498,525 | $192,201 | $3,003iApproximate average salary by contribution assumption: employee only about $75,079 at 4% or $50,052 at 6%; with 50% employer match about $50,052 at 4% or $33,368 at 6%; with 100% employer match about $37,539 at 4% or $25,026 at 6%. |
| Lumos & Associates 401K Plan | - | 64 | $1,498,525 | $192,201 | $3,003iApproximate average salary by contribution assumption: employee only about $75,079 at 4% or $50,052 at 6%; with 50% employer match about $50,052 at 4% or $33,368 at 6%; with 100% employer match about $37,539 at 4% or $25,026 at 6%. |