Lytham Partners LLC
Plan context: Lytham Partners LLC 401(K) P/S Plan
EIN 20-3000702 • Phoenix, AZ • 20 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$2,252,763
2025 Contributions
$175,695
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $2,252,763 | $175,695 | $19,522iApproximate average salary by contribution assumption: employee only about $488,042 at 4% or $325,361 at 6%; with 50% employer match about $325,361 at 4% or $216,907 at 6%; with 100% employer match about $244,021 at 4% or $162,681 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 9 | $2,252,763 | $175,695 | $19,522iApproximate average salary by contribution assumption: employee only about $488,042 at 4% or $325,361 at 6%; with 50% employer match about $325,361 at 4% or $216,907 at 6%; with 100% employer match about $244,021 at 4% or $162,681 at 6%. |
| 2024 | 1 | 11 | $1,921,003 | $196,504 | $17,864iApproximate average salary by contribution assumption: employee only about $446,600 at 4% or $297,733 at 6%; with 50% employer match about $297,733 at 4% or $198,489 at 6%; with 100% employer match about $223,300 at 4% or $148,867 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 11 | $1,921,003 | $196,504 | $17,864iApproximate average salary by contribution assumption: employee only about $446,600 at 4% or $297,733 at 6%; with 50% employer match about $297,733 at 4% or $198,489 at 6%; with 100% employer match about $223,300 at 4% or $148,867 at 6%. |
| 2023 | 1 | 11 | $1,491,806 | $266,774 | $24,252iApproximate average salary by contribution assumption: employee only about $606,305 at 4% or $404,203 at 6%; with 50% employer match about $404,203 at 4% or $269,469 at 6%; with 100% employer match about $303,152 at 4% or $202,102 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 11 | $1,491,806 | $266,774 | $24,252iApproximate average salary by contribution assumption: employee only about $606,305 at 4% or $404,203 at 6%; with 50% employer match about $404,203 at 4% or $269,469 at 6%; with 100% employer match about $303,152 at 4% or $202,102 at 6%. |
| 2022 | 1 | 8 | $1,019,723 | $300,876 | $37,610iApproximate average salary by contribution assumption: employee only about $940,238 at 4% or $626,825 at 6%; with 50% employer match about $626,825 at 4% or $417,883 at 6%; with 100% employer match about $470,119 at 4% or $313,413 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 8 | $1,019,723 | $300,876 | $37,610iApproximate average salary by contribution assumption: employee only about $940,238 at 4% or $626,825 at 6%; with 50% employer match about $626,825 at 4% or $417,883 at 6%; with 100% employer match about $470,119 at 4% or $313,413 at 6%. |
| 2021 | 1 | 5 | $878,220 | $27,642 | $5,528iApproximate average salary by contribution assumption: employee only about $138,210 at 4% or $92,140 at 6%; with 50% employer match about $92,140 at 4% or $61,427 at 6%; with 100% employer match about $69,105 at 4% or $46,070 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 5 | $878,220 | $27,642 | $5,528iApproximate average salary by contribution assumption: employee only about $138,210 at 4% or $92,140 at 6%; with 50% employer match about $92,140 at 4% or $61,427 at 6%; with 100% employer match about $69,105 at 4% or $46,070 at 6%. |
| 2020 | 1 | 5 | $731,240 | $87,475 | $17,495iApproximate average salary by contribution assumption: employee only about $437,375 at 4% or $291,583 at 6%; with 50% employer match about $291,583 at 4% or $194,389 at 6%; with 100% employer match about $218,688 at 4% or $145,792 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 5 | $731,240 | $87,475 | $17,495iApproximate average salary by contribution assumption: employee only about $437,375 at 4% or $291,583 at 6%; with 50% employer match about $291,583 at 4% or $194,389 at 6%; with 100% employer match about $218,688 at 4% or $145,792 at 6%. |
| 2019 | 1 | 5 | $561,322 | $51,685 | $10,337iApproximate average salary by contribution assumption: employee only about $258,425 at 4% or $172,283 at 6%; with 50% employer match about $172,283 at 4% or $114,856 at 6%; with 100% employer match about $129,213 at 4% or $86,142 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 5 | $561,322 | $51,685 | $10,337iApproximate average salary by contribution assumption: employee only about $258,425 at 4% or $172,283 at 6%; with 50% employer match about $172,283 at 4% or $114,856 at 6%; with 100% employer match about $129,213 at 4% or $86,142 at 6%. |
| 2018 | 1 | 5 | $441,425 | $59,038 | $11,808iApproximate average salary by contribution assumption: employee only about $295,190 at 4% or $196,793 at 6%; with 50% employer match about $196,793 at 4% or $131,196 at 6%; with 100% employer match about $147,595 at 4% or $98,397 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 5 | $441,425 | $59,038 | $11,808iApproximate average salary by contribution assumption: employee only about $295,190 at 4% or $196,793 at 6%; with 50% employer match about $196,793 at 4% or $131,196 at 6%; with 100% employer match about $147,595 at 4% or $98,397 at 6%. |
| 2017 | 1 | 5 | $399,734 | $23,609 | $4,722iApproximate average salary by contribution assumption: employee only about $118,045 at 4% or $78,697 at 6%; with 50% employer match about $78,697 at 4% or $52,464 at 6%; with 100% employer match about $59,023 at 4% or $39,348 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 5 | $399,734 | $23,609 | $4,722iApproximate average salary by contribution assumption: employee only about $118,045 at 4% or $78,697 at 6%; with 50% employer match about $78,697 at 4% or $52,464 at 6%; with 100% employer match about $59,023 at 4% or $39,348 at 6%. |
| 2016 | 1 | 4 | $343,651 | $23,204 | $5,801iApproximate average salary by contribution assumption: employee only about $145,025 at 4% or $96,683 at 6%; with 50% employer match about $96,683 at 4% or $64,456 at 6%; with 100% employer match about $72,513 at 4% or $48,342 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 4 | $343,651 | $23,204 | $5,801iApproximate average salary by contribution assumption: employee only about $145,025 at 4% or $96,683 at 6%; with 50% employer match about $96,683 at 4% or $64,456 at 6%; with 100% employer match about $72,513 at 4% or $48,342 at 6%. |
| 2015 | 1 | 4 | $307,886 | $3,212 | $803iApproximate average salary by contribution assumption: employee only about $20,075 at 4% or $13,383 at 6%; with 50% employer match about $13,383 at 4% or $8,922 at 6%; with 100% employer match about $10,038 at 4% or $6,692 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 4 | $307,886 | $3,212 | $803iApproximate average salary by contribution assumption: employee only about $20,075 at 4% or $13,383 at 6%; with 50% employer match about $13,383 at 4% or $8,922 at 6%; with 100% employer match about $10,038 at 4% or $6,692 at 6%. |
| 2014 | 1 | 4 | $312,001 | $92,208 | $23,052iApproximate average salary by contribution assumption: employee only about $576,300 at 4% or $384,200 at 6%; with 50% employer match about $384,200 at 4% or $256,133 at 6%; with 100% employer match about $288,150 at 4% or $192,100 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 4 | $312,001 | $92,208 | $23,052iApproximate average salary by contribution assumption: employee only about $576,300 at 4% or $384,200 at 6%; with 50% employer match about $384,200 at 4% or $256,133 at 6%; with 100% employer match about $288,150 at 4% or $192,100 at 6%. |
| 2013 | 1 | 4 | $208,587 | $85,954 | $21,489iApproximate average salary by contribution assumption: employee only about $537,213 at 4% or $358,142 at 6%; with 50% employer match about $358,142 at 4% or $238,761 at 6%; with 100% employer match about $268,606 at 4% or $179,071 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 4 | $208,587 | $85,954 | $21,489iApproximate average salary by contribution assumption: employee only about $537,213 at 4% or $358,142 at 6%; with 50% employer match about $358,142 at 4% or $238,761 at 6%; with 100% employer match about $268,606 at 4% or $179,071 at 6%. |
| 2012 | 1 | 4 | $106,209 | $206 | $52iApproximate average salary by contribution assumption: employee only about $1,288 at 4% or $858 at 6%; with 50% employer match about $858 at 4% or $572 at 6%; with 100% employer match about $644 at 4% or $429 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 4 | $106,209 | $206 | $52iApproximate average salary by contribution assumption: employee only about $1,288 at 4% or $858 at 6%; with 50% employer match about $858 at 4% or $572 at 6%; with 100% employer match about $644 at 4% or $429 at 6%. |
| 2011 | 1 | 4 | $99,358 | $0 | - |
| Lytham Partners LLC 401(K) P/S Plan | - | 4 | $99,358 | $0 | - |
| 2010 | 1 | 4 | $100,310 | $0 | - |
| Lytham Partners LLC 401(K) P/S Plan | - | 4 | $100,310 | $0 | - |
| 2009 | 1 | 4 | $93,394 | $0 | - |
| Lytham Partners LLC 401(K) P/S Plan | - | 4 | $93,394 | $0 | - |
| 2008 | 1 | 5 | $79,471 | $10,732 | $2,146iApproximate average salary by contribution assumption: employee only about $53,660 at 4% or $35,773 at 6%; with 50% employer match about $35,773 at 4% or $23,849 at 6%; with 100% employer match about $26,830 at 4% or $17,887 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 5 | $79,471 | $10,732 | $2,146iApproximate average salary by contribution assumption: employee only about $53,660 at 4% or $35,773 at 6%; with 50% employer match about $35,773 at 4% or $23,849 at 6%; with 100% employer match about $26,830 at 4% or $17,887 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Lytham Partners LLC 401(K) P/S Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $49,453 | $49,445 | $9,889iApproximate average salary by contribution assumption: employee only about $247,225 at 4% or $164,817 at 6%; with 50% employer match about $164,817 at 4% or $109,878 at 6%; with 100% employer match about $123,613 at 4% or $82,408 at 6%. |
| Lytham Partners LLC 401(K) P/S Plan | - | 5 | $49,453 | $49,445 | $9,889iApproximate average salary by contribution assumption: employee only about $247,225 at 4% or $164,817 at 6%; with 50% employer match about $164,817 at 4% or $109,878 at 6%; with 100% employer match about $123,613 at 4% or $82,408 at 6%. |