Case Bigelow & Lombardi, Alc
Plan context: Case Bigelow & Lombardi 401K Profit Sharing Plan
EIN 99-0323020 • Honolulu, HI • 27 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
59
2024 Assets
$15,945,164
2024 Contributions
$460,079
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 | 1 | 59 | $15,945,164 | $460,079 | $7,798iApproximate average salary by contribution assumption: employee only about $194,949 at 4% or $129,966 at 6%; with 50% employer match about $129,966 at 4% or $86,644 at 6%; with 100% employer match about $97,474 at 4% or $64,983 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 59 | $15,945,164 | $460,079 | $7,798iApproximate average salary by contribution assumption: employee only about $194,949 at 4% or $129,966 at 6%; with 50% employer match about $129,966 at 4% or $86,644 at 6%; with 100% employer match about $97,474 at 4% or $64,983 at 6%. |
| 2023 | 1 | 58 | $14,085,170 | $432,039 | $7,449iApproximate average salary by contribution assumption: employee only about $186,224 at 4% or $124,149 at 6%; with 50% employer match about $124,149 at 4% or $82,766 at 6%; with 100% employer match about $93,112 at 4% or $62,075 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 58 | $14,085,170 | $432,039 | $7,449iApproximate average salary by contribution assumption: employee only about $186,224 at 4% or $124,149 at 6%; with 50% employer match about $124,149 at 4% or $82,766 at 6%; with 100% employer match about $93,112 at 4% or $62,075 at 6%. |
| 2022 | 1 | 43 | $12,306,282 | $607,896 | $14,137iApproximate average salary by contribution assumption: employee only about $353,428 at 4% or $235,619 at 6%; with 50% employer match about $235,619 at 4% or $157,079 at 6%; with 100% employer match about $176,714 at 4% or $117,809 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 43 | $12,306,282 | $607,896 | $14,137iApproximate average salary by contribution assumption: employee only about $353,428 at 4% or $235,619 at 6%; with 50% employer match about $235,619 at 4% or $157,079 at 6%; with 100% employer match about $176,714 at 4% or $117,809 at 6%. |
| 2021 | 1 | 54 | $14,280,402 | $844,130 | $15,632iApproximate average salary by contribution assumption: employee only about $390,801 at 4% or $260,534 at 6%; with 50% employer match about $260,534 at 4% or $173,689 at 6%; with 100% employer match about $195,400 at 4% or $130,267 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 54 | $14,280,402 | $844,130 | $15,632iApproximate average salary by contribution assumption: employee only about $390,801 at 4% or $260,534 at 6%; with 50% employer match about $260,534 at 4% or $173,689 at 6%; with 100% employer match about $195,400 at 4% or $130,267 at 6%. |
| 2020 | 1 | 53 | $12,998,873 | $842,203 | $15,891iApproximate average salary by contribution assumption: employee only about $397,266 at 4% or $264,844 at 6%; with 50% employer match about $264,844 at 4% or $176,562 at 6%; with 100% employer match about $198,633 at 4% or $132,422 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 53 | $12,998,873 | $842,203 | $15,891iApproximate average salary by contribution assumption: employee only about $397,266 at 4% or $264,844 at 6%; with 50% employer match about $264,844 at 4% or $176,562 at 6%; with 100% employer match about $198,633 at 4% or $132,422 at 6%. |
| 2019 | 1 | 52 | $12,663,765 | $718,695 | $13,821iApproximate average salary by contribution assumption: employee only about $345,526 at 4% or $230,351 at 6%; with 50% employer match about $230,351 at 4% or $153,567 at 6%; with 100% employer match about $172,763 at 4% or $115,175 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 52 | $12,663,765 | $718,695 | $13,821iApproximate average salary by contribution assumption: employee only about $345,526 at 4% or $230,351 at 6%; with 50% employer match about $230,351 at 4% or $153,567 at 6%; with 100% employer match about $172,763 at 4% or $115,175 at 6%. |
| 2018 | 1 | 51 | $10,798,885 | $617,679 | $12,111iApproximate average salary by contribution assumption: employee only about $302,784 at 4% or $201,856 at 6%; with 50% employer match about $201,856 at 4% or $134,571 at 6%; with 100% employer match about $151,392 at 4% or $100,928 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 51 | $10,798,885 | $617,679 | $12,111iApproximate average salary by contribution assumption: employee only about $302,784 at 4% or $201,856 at 6%; with 50% employer match about $201,856 at 4% or $134,571 at 6%; with 100% employer match about $151,392 at 4% or $100,928 at 6%. |
| 2017 | 1 | 48 | $11,808,078 | $838,973 | $17,479iApproximate average salary by contribution assumption: employee only about $436,965 at 4% or $291,310 at 6%; with 50% employer match about $291,310 at 4% or $194,207 at 6%; with 100% employer match about $218,483 at 4% or $145,655 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 48 | $11,808,078 | $838,973 | $17,479iApproximate average salary by contribution assumption: employee only about $436,965 at 4% or $291,310 at 6%; with 50% employer match about $291,310 at 4% or $194,207 at 6%; with 100% employer match about $218,483 at 4% or $145,655 at 6%. |
| 2016 | 1 | 52 | $10,335,647 | $711,825 | $13,689iApproximate average salary by contribution assumption: employee only about $342,224 at 4% or $228,149 at 6%; with 50% employer match about $228,149 at 4% or $152,099 at 6%; with 100% employer match about $171,112 at 4% or $114,075 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 52 | $10,335,647 | $711,825 | $13,689iApproximate average salary by contribution assumption: employee only about $342,224 at 4% or $228,149 at 6%; with 50% employer match about $228,149 at 4% or $152,099 at 6%; with 100% employer match about $171,112 at 4% or $114,075 at 6%. |
| 2015 | 1 | 52 | $9,309,222 | $739,332 | $14,218iApproximate average salary by contribution assumption: employee only about $355,448 at 4% or $236,965 at 6%; with 50% employer match about $236,965 at 4% or $157,977 at 6%; with 100% employer match about $177,724 at 4% or $118,483 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 52 | $9,309,222 | $739,332 | $14,218iApproximate average salary by contribution assumption: employee only about $355,448 at 4% or $236,965 at 6%; with 50% employer match about $236,965 at 4% or $157,977 at 6%; with 100% employer match about $177,724 at 4% or $118,483 at 6%. |
| 2014 | 1 | 48 | $8,860,109 | $636,496 | $13,260iApproximate average salary by contribution assumption: employee only about $331,508 at 4% or $221,006 at 6%; with 50% employer match about $221,006 at 4% or $147,337 at 6%; with 100% employer match about $165,754 at 4% or $110,503 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 48 | $8,860,109 | $636,496 | $13,260iApproximate average salary by contribution assumption: employee only about $331,508 at 4% or $221,006 at 6%; with 50% employer match about $221,006 at 4% or $147,337 at 6%; with 100% employer match about $165,754 at 4% or $110,503 at 6%. |
| 2013 | 1 | 44 | $8,214,253 | $446,480 | $10,147iApproximate average salary by contribution assumption: employee only about $253,682 at 4% or $169,121 at 6%; with 50% employer match about $169,121 at 4% or $112,747 at 6%; with 100% employer match about $126,841 at 4% or $84,561 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 44 | $8,214,253 | $446,480 | $10,147iApproximate average salary by contribution assumption: employee only about $253,682 at 4% or $169,121 at 6%; with 50% employer match about $169,121 at 4% or $112,747 at 6%; with 100% employer match about $126,841 at 4% or $84,561 at 6%. |
| 2012 | 1 | 45 | $6,914,911 | $463,671 | $10,304iApproximate average salary by contribution assumption: employee only about $257,595 at 4% or $171,730 at 6%; with 50% employer match about $171,730 at 4% or $114,487 at 6%; with 100% employer match about $128,797 at 4% or $85,865 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 45 | $6,914,911 | $463,671 | $10,304iApproximate average salary by contribution assumption: employee only about $257,595 at 4% or $171,730 at 6%; with 50% employer match about $171,730 at 4% or $114,487 at 6%; with 100% employer match about $128,797 at 4% or $85,865 at 6%. |
| 2011 | 1 | 43 | $5,879,113 | $467,925 | $10,882iApproximate average salary by contribution assumption: employee only about $272,049 at 4% or $181,366 at 6%; with 50% employer match about $181,366 at 4% or $120,911 at 6%; with 100% employer match about $136,025 at 4% or $90,683 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 43 | $5,879,113 | $467,925 | $10,882iApproximate average salary by contribution assumption: employee only about $272,049 at 4% or $181,366 at 6%; with 50% employer match about $181,366 at 4% or $120,911 at 6%; with 100% employer match about $136,025 at 4% or $90,683 at 6%. |
| 2010 | 1 | 36 | $5,549,363 | $401,873 | $11,163iApproximate average salary by contribution assumption: employee only about $279,078 at 4% or $186,052 at 6%; with 50% employer match about $186,052 at 4% or $124,035 at 6%; with 100% employer match about $139,539 at 4% or $93,026 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 36 | $5,549,363 | $401,873 | $11,163iApproximate average salary by contribution assumption: employee only about $279,078 at 4% or $186,052 at 6%; with 50% employer match about $186,052 at 4% or $124,035 at 6%; with 100% employer match about $139,539 at 4% or $93,026 at 6%. |
| 2009 | 1 | 41 | $4,745,695 | $120,685 | $2,944iApproximate average salary by contribution assumption: employee only about $73,588 at 4% or $49,059 at 6%; with 50% employer match about $49,059 at 4% or $32,706 at 6%; with 100% employer match about $36,794 at 4% or $24,529 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 41 | $4,745,695 | $120,685 | $2,944iApproximate average salary by contribution assumption: employee only about $73,588 at 4% or $49,059 at 6%; with 50% employer match about $49,059 at 4% or $32,706 at 6%; with 100% employer match about $36,794 at 4% or $24,529 at 6%. |
| 2008 | 1 | 44 | $4,055,453 | $337,056 | $7,660iApproximate average salary by contribution assumption: employee only about $191,509 at 4% or $127,673 at 6%; with 50% employer match about $127,673 at 4% or $85,115 at 6%; with 100% employer match about $95,755 at 4% or $63,836 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 44 | $4,055,453 | $337,056 | $7,660iApproximate average salary by contribution assumption: employee only about $191,509 at 4% or $127,673 at 6%; with 50% employer match about $127,673 at 4% or $85,115 at 6%; with 100% employer match about $95,755 at 4% or $63,836 at 6%. |
| 2007 | 1 | 45 | $5,416,620 | $531,473 | $11,811iApproximate average salary by contribution assumption: employee only about $295,263 at 4% or $196,842 at 6%; with 50% employer match about $196,842 at 4% or $131,228 at 6%; with 100% employer match about $147,631 at 4% or $98,421 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 45 | $5,416,620 | $531,473 | $11,811iApproximate average salary by contribution assumption: employee only about $295,263 at 4% or $196,842 at 6%; with 50% employer match about $196,842 at 4% or $131,228 at 6%; with 100% employer match about $147,631 at 4% or $98,421 at 6%. |
| 2006 | 1 | 48 | $5,889,847 | $483,520 | $10,073iApproximate average salary by contribution assumption: employee only about $251,833 at 4% or $167,889 at 6%; with 50% employer match about $167,889 at 4% or $111,926 at 6%; with 100% employer match about $125,917 at 4% or $83,944 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 48 | $5,889,847 | $483,520 | $10,073iApproximate average salary by contribution assumption: employee only about $251,833 at 4% or $167,889 at 6%; with 50% employer match about $167,889 at 4% or $111,926 at 6%; with 100% employer match about $125,917 at 4% or $83,944 at 6%. |
| 2005 | 1 | 47 | $5,463,860 | $430,406 | $9,158iApproximate average salary by contribution assumption: employee only about $228,939 at 4% or $152,626 at 6%; with 50% employer match about $152,626 at 4% or $101,751 at 6%; with 100% employer match about $114,470 at 4% or $76,313 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 47 | $5,463,860 | $430,406 | $9,158iApproximate average salary by contribution assumption: employee only about $228,939 at 4% or $152,626 at 6%; with 50% employer match about $152,626 at 4% or $101,751 at 6%; with 100% employer match about $114,470 at 4% or $76,313 at 6%. |
| 2004 | 1 | 47 | $6,599,349 | $501,562 | $10,672iApproximate average salary by contribution assumption: employee only about $266,788 at 4% or $177,859 at 6%; with 50% employer match about $177,859 at 4% or $118,573 at 6%; with 100% employer match about $133,394 at 4% or $88,929 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 47 | $6,599,349 | $501,562 | $10,672iApproximate average salary by contribution assumption: employee only about $266,788 at 4% or $177,859 at 6%; with 50% employer match about $177,859 at 4% or $118,573 at 6%; with 100% employer match about $133,394 at 4% or $88,929 at 6%. |
| 2003 | 1 | 54 | $8,029,292 | $675,972 | $12,518iApproximate average salary by contribution assumption: employee only about $312,950 at 4% or $208,633 at 6%; with 50% employer match about $208,633 at 4% or $139,089 at 6%; with 100% employer match about $156,475 at 4% or $104,317 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 54 | $8,029,292 | $675,972 | $12,518iApproximate average salary by contribution assumption: employee only about $312,950 at 4% or $208,633 at 6%; with 50% employer match about $208,633 at 4% or $139,089 at 6%; with 100% employer match about $156,475 at 4% or $104,317 at 6%. |
| 2002 | 2 | 55 | $6,691,721 | $618,163 | $11,239iApproximate average salary by contribution assumption: employee only about $280,983 at 4% or $187,322 at 6%; with 50% employer match about $187,322 at 4% or $124,881 at 6%; with 100% employer match about $140,492 at 4% or $93,661 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 55 | $6,691,721 | $618,163 | $11,239iApproximate average salary by contribution assumption: employee only about $280,983 at 4% or $187,322 at 6%; with 50% employer match about $187,322 at 4% or $124,881 at 6%; with 100% employer match about $140,492 at 4% or $93,661 at 6%. |
| CASE BIGELOW & LOMBARDI FLEXIBLE BENEFITS PLAN | - | 0 | - | - | - |
| 2001 | 1 | 49 | $0 | $0 | - |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 49 | - | - | - |
| 2000 | 1 | 44 | $0 | $0 | - |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 44 | - | - | - |
| 1999 | 1 | 56 | $7,610,987 | $662,549 | $11,831iApproximate average salary by contribution assumption: employee only about $295,781 at 4% or $197,187 at 6%; with 50% employer match about $197,187 at 4% or $131,458 at 6%; with 100% employer match about $147,890 at 4% or $98,594 at 6%. |
| Case Bigelow & Lombardi 401K Profit Sharing Plan | - | 56 | $7,610,987 | $662,549 | $11,831iApproximate average salary by contribution assumption: employee only about $295,781 at 4% or $197,187 at 6%; with 50% employer match about $197,187 at 4% or $131,458 at 6%; with 100% employer match about $147,890 at 4% or $98,594 at 6%. |