Civic Intelligence

L & M Real Estate LLC

Plan context: L M Real Estate LLC 401 K Profit Sharing Plan Trust

EIN 20-1053393 • Naples, FL • 14 filings • 4 plans

396 Fox Den CirNaples, FL 34104-4905
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,385,708

2023 Contributions

$74,343

Historical Graphs

Total Assets Over Time

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

$1,651,720$825,860$0200620162022YearValue
$1,385,708Latest year 2022

Participants Over Time

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

210200520152022YearValue
2Latest 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$0-
L M Real Estate LLC 401 K Profit Sharing Plan Trust-0$0$0-
202212$1,385,708$74,343$37,172iApproximate average salary by contribution assumption: employee only about $929,288 at 4% or $619,525 at 6%; with 50% employer match about $619,525 at 4% or $413,017 at 6%; with 100% employer match about $464,644 at 4% or $309,763 at 6%.
L M Real Estate LLC 401 K Profit Sharing Plan Trust-2$1,385,708$74,343$37,172iApproximate average salary by contribution assumption: employee only about $929,288 at 4% or $619,525 at 6%; with 50% employer match about $619,525 at 4% or $413,017 at 6%; with 100% employer match about $464,644 at 4% or $309,763 at 6%.
202112$1,651,720$59,476$29,738iApproximate average salary by contribution assumption: employee only about $743,450 at 4% or $495,633 at 6%; with 50% employer match about $495,633 at 4% or $330,422 at 6%; with 100% employer match about $371,725 at 4% or $247,817 at 6%.
L M Real Estate LLC 401 K Profit Sharing Plan Trust-2$1,651,720$59,476$29,738iApproximate average salary by contribution assumption: employee only about $743,450 at 4% or $495,633 at 6%; with 50% employer match about $495,633 at 4% or $330,422 at 6%; with 100% employer match about $371,725 at 4% or $247,817 at 6%.
201912$1,062,248$90,700$45,350iApproximate average salary by contribution assumption: employee only about $1,133,750 at 4% or $755,833 at 6%; with 50% employer match about $755,833 at 4% or $503,889 at 6%; with 100% employer match about $566,875 at 4% or $377,917 at 6%.
L M Real Estate LLC 401 K Profit Sharing Plan Trust-2$1,062,248$90,700$45,350iApproximate average salary by contribution assumption: employee only about $1,133,750 at 4% or $755,833 at 6%; with 50% employer match about $755,833 at 4% or $503,889 at 6%; with 100% employer match about $566,875 at 4% or $377,917 at 6%.
201812$744,435$69,896$34,948iApproximate average salary by contribution assumption: employee only about $873,700 at 4% or $582,467 at 6%; with 50% employer match about $582,467 at 4% or $388,311 at 6%; with 100% employer match about $436,850 at 4% or $291,233 at 6%.
L M Real Estate LLC 401 K Profit Sharing Plan Trust-2$744,435$69,896$34,948iApproximate average salary by contribution assumption: employee only about $873,700 at 4% or $582,467 at 6%; with 50% employer match about $582,467 at 4% or $388,311 at 6%; with 100% employer match about $436,850 at 4% or $291,233 at 6%.
201710$735,582$100,749-
L M Real Estate LLC 401 K Profit Sharing Plan Trust-0$735,582$100,749-
201612$503,301$100,632$50,316iApproximate average salary by contribution assumption: employee only about $1,257,900 at 4% or $838,600 at 6%; with 50% employer match about $838,600 at 4% or $559,067 at 6%; with 100% employer match about $628,950 at 4% or $419,300 at 6%.
L M Real Estate LLC 401 K Profit Sharing Plan Trust-2$503,301$100,632$50,316iApproximate average salary by contribution assumption: employee only about $1,257,900 at 4% or $838,600 at 6%; with 50% employer match about $838,600 at 4% or $559,067 at 6%; with 100% employer match about $628,950 at 4% or $419,300 at 6%.
201512$372,204$67,996$33,998iApproximate average salary by contribution assumption: employee only about $849,950 at 4% or $566,633 at 6%; with 50% employer match about $566,633 at 4% or $377,756 at 6%; with 100% employer match about $424,975 at 4% or $283,317 at 6%.
L M Real Estate LLC 401 K Profit Sharing Plan Trust-2$372,204$67,996$33,998iApproximate average salary by contribution assumption: employee only about $849,950 at 4% or $566,633 at 6%; with 50% employer match about $566,633 at 4% or $377,756 at 6%; with 100% employer match about $424,975 at 4% or $283,317 at 6%.
201412$308,263$69,918$34,959iApproximate average salary by contribution assumption: employee only about $873,975 at 4% or $582,650 at 6%; with 50% employer match about $582,650 at 4% or $388,433 at 6%; with 100% employer match about $436,988 at 4% or $291,325 at 6%.
L M Real Estate LLC 401 K Profit Sharing Plan Trust-2$308,263$69,918$34,959iApproximate average salary by contribution assumption: employee only about $873,975 at 4% or $582,650 at 6%; with 50% employer match about $582,650 at 4% or $388,433 at 6%; with 100% employer match about $436,988 at 4% or $291,325 at 6%.
201312$226,815$36,474$18,237iApproximate average salary by contribution assumption: employee only about $455,925 at 4% or $303,950 at 6%; with 50% employer match about $303,950 at 4% or $202,633 at 6%; with 100% employer match about $227,963 at 4% or $151,975 at 6%.
L M Real Estate LLC 401 K Profit Sharing Plan Trust-2$226,815$36,474$18,237iApproximate average salary by contribution assumption: employee only about $455,925 at 4% or $303,950 at 6%; with 50% employer match about $303,950 at 4% or $202,633 at 6%; with 100% employer match about $227,963 at 4% or $151,975 at 6%.
200812$21,000$10,450$5,225iApproximate average salary by contribution assumption: employee only about $130,625 at 4% or $87,083 at 6%; with 50% employer match about $87,083 at 4% or $58,056 at 6%; with 100% employer match about $65,313 at 4% or $43,542 at 6%.
L M Real Estate LLC 401 K Profit Sharing Plan Trust-2$21,000$10,450$5,225iApproximate average salary by contribution assumption: employee only about $130,625 at 4% or $87,083 at 6%; with 50% employer match about $87,083 at 4% or $58,056 at 6%; with 100% employer match about $65,313 at 4% or $43,542 at 6%.
200712$22,122$9,431$4,716iApproximate average salary by contribution assumption: employee only about $117,888 at 4% or $78,592 at 6%; with 50% employer match about $78,592 at 4% or $52,394 at 6%; with 100% employer match about $58,944 at 4% or $39,296 at 6%.
L M Real Estate LLC 401 K Profit Sharing Plan Trust-2$22,122$9,431$4,716iApproximate average salary by contribution assumption: employee only about $117,888 at 4% or $78,592 at 6%; with 50% employer match about $78,592 at 4% or $52,394 at 6%; with 100% employer match about $58,944 at 4% or $39,296 at 6%.
200612$11,740$11,433$5,717iApproximate average salary by contribution assumption: employee only about $142,913 at 4% or $95,275 at 6%; with 50% employer match about $95,275 at 4% or $63,517 at 6%; with 100% employer match about $71,456 at 4% or $47,638 at 6%.
L M Real Estate LLC 401 K Profit Sharing Plan Trust-2$11,740$11,433$5,717iApproximate average salary by contribution assumption: employee only about $142,913 at 4% or $95,275 at 6%; with 50% employer match about $95,275 at 4% or $63,517 at 6%; with 100% employer match about $71,456 at 4% or $47,638 at 6%.
200512$0$0-
L M Real Estate LLC 401 K Profit Sharing Plan Trust-2---