Civic Intelligence

Lancer Financial Group Inc.

Plan context: Lancer Financial Group Inc. 401K Profit Sharing Plan

EIN 13-3303060 • 41 filings • 6 plans

Current Snapshot

Latest Year

2022

2022 Participants

361

2022 Assets

$99,663,294

2022 Contributions

$11,531

Historical Graphs

Total Assets Over Time

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

$99,663,294$49,831,647$0199920102021YearValue
$99,663,294Latest year 2021

Participants Over Time

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

4262130199920102021YearValue
361Latest year 2021

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
202220$0$11,531-
Lancer Financial Group Inc. Welfare Benefits Plan-0---
Lancer Financial Group Inc. 401K Profit Sharing Plan-0-$11,531-
20212361$99,663,294$4,042,363$11,198iApproximate average salary by contribution assumption: employee only about $279,942 at 4% or $186,628 at 6%; with 50% employer match about $186,628 at 4% or $124,419 at 6%; with 100% employer match about $139,971 at 4% or $93,314 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-361$99,663,294$4,042,363$11,198iApproximate average salary by contribution assumption: employee only about $279,942 at 4% or $186,628 at 6%; with 50% employer match about $186,628 at 4% or $124,419 at 6%; with 100% employer match about $139,971 at 4% or $93,314 at 6%.
Lancer Financial Group Inc. Welfare Benefits Plan-217---
20202358$93,224,156$4,037,121$11,277iApproximate average salary by contribution assumption: employee only about $281,922 at 4% or $187,948 at 6%; with 50% employer match about $187,948 at 4% or $125,299 at 6%; with 100% employer match about $140,961 at 4% or $93,974 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-358$93,224,156$4,037,121$11,277iApproximate average salary by contribution assumption: employee only about $281,922 at 4% or $187,948 at 6%; with 50% employer match about $187,948 at 4% or $125,299 at 6%; with 100% employer match about $140,961 at 4% or $93,974 at 6%.
Lancer Financial Group Inc. Welfare Benefits Plan-225---
20192401$81,227,230$4,087,497$10,193iApproximate average salary by contribution assumption: employee only about $254,831 at 4% or $169,888 at 6%; with 50% employer match about $169,888 at 4% or $113,258 at 6%; with 100% employer match about $127,416 at 4% or $84,944 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-401$81,227,230$4,087,497$10,193iApproximate average salary by contribution assumption: employee only about $254,831 at 4% or $169,888 at 6%; with 50% employer match about $169,888 at 4% or $113,258 at 6%; with 100% employer match about $127,416 at 4% or $84,944 at 6%.
Lancer Financial Group Inc. Welfare Benefits Plan-233---
20182402$67,620,998$3,943,548$9,810iApproximate average salary by contribution assumption: employee only about $245,246 at 4% or $163,497 at 6%; with 50% employer match about $163,497 at 4% or $108,998 at 6%; with 100% employer match about $122,623 at 4% or $81,749 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-402$67,620,998$3,943,548$9,810iApproximate average salary by contribution assumption: employee only about $245,246 at 4% or $163,497 at 6%; with 50% employer match about $163,497 at 4% or $108,998 at 6%; with 100% employer match about $122,623 at 4% or $81,749 at 6%.
Lancer Financial Group Inc. Welfare Benefits Plan-223---
20173405$72,065,987$3,636,523$8,979iApproximate average salary by contribution assumption: employee only about $224,477 at 4% or $149,651 at 6%; with 50% employer match about $149,651 at 4% or $99,767 at 6%; with 100% employer match about $112,238 at 4% or $74,826 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-405$72,065,987$3,636,523$8,979iApproximate average salary by contribution assumption: employee only about $224,477 at 4% or $149,651 at 6%; with 50% employer match about $149,651 at 4% or $99,767 at 6%; with 100% employer match about $112,238 at 4% or $74,826 at 6%.
LANCER FINANCIAL GROUP, INC. VISION PLAN-0---
Lancer Financial Group Inc. Welfare Benefits Plan-228---
20162389$63,174,137$3,510,744$9,025iApproximate average salary by contribution assumption: employee only about $225,626 at 4% or $150,417 at 6%; with 50% employer match about $150,417 at 4% or $100,278 at 6%; with 100% employer match about $112,813 at 4% or $75,209 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-389$63,174,137$3,510,744$9,025iApproximate average salary by contribution assumption: employee only about $225,626 at 4% or $150,417 at 6%; with 50% employer match about $150,417 at 4% or $100,278 at 6%; with 100% employer match about $112,813 at 4% or $75,209 at 6%.
Lancer Financial Group Inc. Welfare Benefits Plan-373---
20152426$58,561,262$3,562,394$8,362iApproximate average salary by contribution assumption: employee only about $209,061 at 4% or $139,374 at 6%; with 50% employer match about $139,374 at 4% or $92,916 at 6%; with 100% employer match about $104,530 at 4% or $69,687 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-426$58,561,262$3,562,394$8,362iApproximate average salary by contribution assumption: employee only about $209,061 at 4% or $139,374 at 6%; with 50% employer match about $139,374 at 4% or $92,916 at 6%; with 100% employer match about $104,530 at 4% or $69,687 at 6%.
Lancer Financial Group Inc. Welfare Benefits Plan-404---
20142405$58,252,694$3,627,088$8,956iApproximate average salary by contribution assumption: employee only about $223,894 at 4% or $149,263 at 6%; with 50% employer match about $149,263 at 4% or $99,509 at 6%; with 100% employer match about $111,947 at 4% or $74,631 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-400$58,252,694$3,627,088$9,068iApproximate average salary by contribution assumption: employee only about $226,693 at 4% or $151,129 at 6%; with 50% employer match about $151,129 at 4% or $100,752 at 6%; with 100% employer match about $113,346 at 4% or $75,564 at 6%.
Lancer Financial Group Inc. Welfare Benefits Plan-405---
20132377$53,478,145$3,195,789$8,477iApproximate average salary by contribution assumption: employee only about $211,922 at 4% or $141,282 at 6%; with 50% employer match about $141,282 at 4% or $94,188 at 6%; with 100% employer match about $105,961 at 4% or $70,641 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-377$53,478,145$3,195,789$8,477iApproximate average salary by contribution assumption: employee only about $211,922 at 4% or $141,282 at 6%; with 50% employer match about $141,282 at 4% or $94,188 at 6%; with 100% employer match about $105,961 at 4% or $70,641 at 6%.
Lancer Financial Group Inc. Welfare Benefits Plan-365---
20122360$42,742,169$2,908,767$8,080iApproximate average salary by contribution assumption: employee only about $201,998 at 4% or $134,665 at 6%; with 50% employer match about $134,665 at 4% or $89,777 at 6%; with 100% employer match about $100,999 at 4% or $67,333 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-360$42,742,169$2,908,767$8,080iApproximate average salary by contribution assumption: employee only about $201,998 at 4% or $134,665 at 6%; with 50% employer match about $134,665 at 4% or $89,777 at 6%; with 100% employer match about $100,999 at 4% or $67,333 at 6%.
Lancer Financial Group Inc. Welfare Benefits Plan-350---
20112370$36,821,829$2,914,856$7,878iApproximate average salary by contribution assumption: employee only about $196,950 at 4% or $131,300 at 6%; with 50% employer match about $131,300 at 4% or $87,533 at 6%; with 100% employer match about $98,475 at 4% or $65,650 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-370$36,821,829$2,914,856$7,878iApproximate average salary by contribution assumption: employee only about $196,950 at 4% or $131,300 at 6%; with 50% employer match about $131,300 at 4% or $87,533 at 6%; with 100% employer match about $98,475 at 4% or $65,650 at 6%.
Lancer Financial Group Inc. Welfare Benefits Plan-355---
20102358$35,777,800$2,948,737$8,237iApproximate average salary by contribution assumption: employee only about $205,917 at 4% or $137,278 at 6%; with 50% employer match about $137,278 at 4% or $91,519 at 6%; with 100% employer match about $102,959 at 4% or $68,639 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-358$35,777,800$2,948,737$8,237iApproximate average salary by contribution assumption: employee only about $205,917 at 4% or $137,278 at 6%; with 50% employer match about $137,278 at 4% or $91,519 at 6%; with 100% employer match about $102,959 at 4% or $68,639 at 6%.
Lancer Financial Group Inc. Welfare Benefits Plan-340---
20092377$30,951,542$3,389,611$8,991iApproximate average salary by contribution assumption: employee only about $224,775 at 4% or $149,850 at 6%; with 50% employer match about $149,850 at 4% or $99,900 at 6%; with 100% employer match about $112,388 at 4% or $74,925 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-377$30,951,542$3,389,611$8,991iApproximate average salary by contribution assumption: employee only about $224,775 at 4% or $149,850 at 6%; with 50% employer match about $149,850 at 4% or $99,900 at 6%; with 100% employer match about $112,388 at 4% or $74,925 at 6%.
Lancer Financial Group Inc. Welfare Benefits Plan-349---
20082398$23,541,299$2,847,474$7,154iApproximate average salary by contribution assumption: employee only about $178,861 at 4% or $119,241 at 6%; with 50% employer match about $119,241 at 4% or $79,494 at 6%; with 100% employer match about $89,431 at 4% or $59,620 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-398$23,541,299$2,847,474$7,154iApproximate average salary by contribution assumption: employee only about $178,861 at 4% or $119,241 at 6%; with 50% employer match about $119,241 at 4% or $79,494 at 6%; with 100% employer match about $89,431 at 4% or $59,620 at 6%.
Lancer Financial Group Inc. Welfare Benefits Plan-358---
20072404$30,026,024$2,711,934$6,713iApproximate average salary by contribution assumption: employee only about $167,818 at 4% or $111,878 at 6%; with 50% employer match about $111,878 at 4% or $74,586 at 6%; with 100% employer match about $83,909 at 4% or $55,939 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-404$30,026,024$2,711,934$6,713iApproximate average salary by contribution assumption: employee only about $167,818 at 4% or $111,878 at 6%; with 50% employer match about $111,878 at 4% or $74,586 at 6%; with 100% employer match about $83,909 at 4% or $55,939 at 6%.
Lancer Financial Group Inc. Welfare Benefits Plan-370---
20061366$26,500,307$2,590,042$7,077iApproximate average salary by contribution assumption: employee only about $176,915 at 4% or $117,944 at 6%; with 50% employer match about $117,944 at 4% or $78,629 at 6%; with 100% employer match about $88,458 at 4% or $58,972 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-366$26,500,307$2,590,042$7,077iApproximate average salary by contribution assumption: employee only about $176,915 at 4% or $117,944 at 6%; with 50% employer match about $117,944 at 4% or $78,629 at 6%; with 100% employer match about $88,458 at 4% or $58,972 at 6%.
20051388$21,962,923$2,608,403$6,723iApproximate average salary by contribution assumption: employee only about $168,067 at 4% or $112,045 at 6%; with 50% employer match about $112,045 at 4% or $74,697 at 6%; with 100% employer match about $84,034 at 4% or $56,022 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-388$21,962,923$2,608,403$6,723iApproximate average salary by contribution assumption: employee only about $168,067 at 4% or $112,045 at 6%; with 50% employer match about $112,045 at 4% or $74,697 at 6%; with 100% employer match about $84,034 at 4% or $56,022 at 6%.
20041383$19,127,021$2,317,322$6,050iApproximate average salary by contribution assumption: employee only about $151,261 at 4% or $100,841 at 6%; with 50% employer match about $100,841 at 4% or $67,227 at 6%; with 100% employer match about $75,631 at 4% or $50,420 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-383$19,127,021$2,317,322$6,050iApproximate average salary by contribution assumption: employee only about $151,261 at 4% or $100,841 at 6%; with 50% employer match about $100,841 at 4% or $67,227 at 6%; with 100% employer match about $75,631 at 4% or $50,420 at 6%.
20031378$15,815,463$2,017,944$5,338iApproximate average salary by contribution assumption: employee only about $133,462 at 4% or $88,975 at 6%; with 50% employer match about $88,975 at 4% or $59,316 at 6%; with 100% employer match about $66,731 at 4% or $44,487 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-378$15,815,463$2,017,944$5,338iApproximate average salary by contribution assumption: employee only about $133,462 at 4% or $88,975 at 6%; with 50% employer match about $88,975 at 4% or $59,316 at 6%; with 100% employer match about $66,731 at 4% or $44,487 at 6%.
20021387$11,532,065$1,782,546$4,606iApproximate average salary by contribution assumption: employee only about $115,152 at 4% or $76,768 at 6%; with 50% employer match about $76,768 at 4% or $51,178 at 6%; with 100% employer match about $57,576 at 4% or $38,384 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-387$11,532,065$1,782,546$4,606iApproximate average salary by contribution assumption: employee only about $115,152 at 4% or $76,768 at 6%; with 50% employer match about $76,768 at 4% or $51,178 at 6%; with 100% employer match about $57,576 at 4% or $38,384 at 6%.
20011413$11,441,790$1,986,145$4,809iApproximate average salary by contribution assumption: employee only about $120,227 at 4% or $80,151 at 6%; with 50% employer match about $80,151 at 4% or $53,434 at 6%; with 100% employer match about $60,113 at 4% or $40,076 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-413$11,441,790$1,986,145$4,809iApproximate average salary by contribution assumption: employee only about $120,227 at 4% or $80,151 at 6%; with 50% employer match about $80,151 at 4% or $53,434 at 6%; with 100% employer match about $60,113 at 4% or $40,076 at 6%.
20001284$9,805,523$1,301,235$4,582iApproximate average salary by contribution assumption: employee only about $114,545 at 4% or $76,364 at 6%; with 50% employer match about $76,364 at 4% or $50,909 at 6%; with 100% employer match about $57,273 at 4% or $38,182 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-284$9,805,523$1,301,235$4,582iApproximate average salary by contribution assumption: employee only about $114,545 at 4% or $76,364 at 6%; with 50% employer match about $76,364 at 4% or $50,909 at 6%; with 100% employer match about $57,273 at 4% or $38,182 at 6%.
19991266$8,687,033$1,298,422$4,881iApproximate average salary by contribution assumption: employee only about $122,032 at 4% or $81,355 at 6%; with 50% employer match about $81,355 at 4% or $54,237 at 6%; with 100% employer match about $61,016 at 4% or $40,677 at 6%.
Lancer Financial Group Inc. 401K Profit Sharing Plan-266$8,687,033$1,298,422$4,881iApproximate average salary by contribution assumption: employee only about $122,032 at 4% or $81,355 at 6%; with 50% employer match about $81,355 at 4% or $54,237 at 6%; with 100% employer match about $61,016 at 4% or $40,677 at 6%.