Civic Intelligence

Ledwith Financial Services Inc.

Plan context: Lewith Financial Services Inc. 401(K) Plan

EIN 20-4404143 • Morgan Hill, CA • 20 filings • 3 plans

55 West First StreetMorgan Hill, CA 95037
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,283,899

2024 Contributions

$60,829

Historical Graphs

Total Assets Over Time

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

$1,283,899$641,950$0200620152024YearValue
$1,283,899Latest year 2024

Participants Over Time

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

630200620152024YearValue
6Latest year 2024

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
202416$1,283,899$60,829$10,138iApproximate average salary by contribution assumption: employee only about $253,454 at 4% or $168,969 at 6%; with 50% employer match about $168,969 at 4% or $112,646 at 6%; with 100% employer match about $126,727 at 4% or $84,485 at 6%.
Lewith Financial Services Inc. 401(K) Plan-6$1,283,899$60,829$10,138iApproximate average salary by contribution assumption: employee only about $253,454 at 4% or $168,969 at 6%; with 50% employer match about $168,969 at 4% or $112,646 at 6%; with 100% employer match about $126,727 at 4% or $84,485 at 6%.
202316$1,003,673$52,629$8,772iApproximate average salary by contribution assumption: employee only about $219,288 at 4% or $146,192 at 6%; with 50% employer match about $146,192 at 4% or $97,461 at 6%; with 100% employer match about $109,644 at 4% or $73,096 at 6%.
Lewith Financial Services Inc. 401(K) Plan-6$1,003,673$52,629$8,772iApproximate average salary by contribution assumption: employee only about $219,288 at 4% or $146,192 at 6%; with 50% employer match about $146,192 at 4% or $97,461 at 6%; with 100% employer match about $109,644 at 4% or $73,096 at 6%.
202214$691,594$48,718$12,180iApproximate average salary by contribution assumption: employee only about $304,488 at 4% or $202,992 at 6%; with 50% employer match about $202,992 at 4% or $135,328 at 6%; with 100% employer match about $152,244 at 4% or $101,496 at 6%.
Lewith Financial Services Inc. 401(K) Plan-4$691,594$48,718$12,180iApproximate average salary by contribution assumption: employee only about $304,488 at 4% or $202,992 at 6%; with 50% employer match about $202,992 at 4% or $135,328 at 6%; with 100% employer match about $152,244 at 4% or $101,496 at 6%.
202114$881,654$45,554$11,389iApproximate average salary by contribution assumption: employee only about $284,713 at 4% or $189,808 at 6%; with 50% employer match about $189,808 at 4% or $126,539 at 6%; with 100% employer match about $142,356 at 4% or $94,904 at 6%.
Lewith Financial Services Inc. 401(K) Plan-4$881,654$45,554$11,389iApproximate average salary by contribution assumption: employee only about $284,713 at 4% or $189,808 at 6%; with 50% employer match about $189,808 at 4% or $126,539 at 6%; with 100% employer match about $142,356 at 4% or $94,904 at 6%.
202014$725,515$45,867$11,467iApproximate average salary by contribution assumption: employee only about $286,669 at 4% or $191,113 at 6%; with 50% employer match about $191,113 at 4% or $127,408 at 6%; with 100% employer match about $143,334 at 4% or $95,556 at 6%.
Lewith Financial Services Inc. 401(K) Plan-4$725,515$45,867$11,467iApproximate average salary by contribution assumption: employee only about $286,669 at 4% or $191,113 at 6%; with 50% employer match about $191,113 at 4% or $127,408 at 6%; with 100% employer match about $143,334 at 4% or $95,556 at 6%.
201915$523,123$43,866$8,773iApproximate average salary by contribution assumption: employee only about $219,330 at 4% or $146,220 at 6%; with 50% employer match about $146,220 at 4% or $97,480 at 6%; with 100% employer match about $109,665 at 4% or $73,110 at 6%.
Lewith Financial Services Inc. 401(K) Plan-5$523,123$43,866$8,773iApproximate average salary by contribution assumption: employee only about $219,330 at 4% or $146,220 at 6%; with 50% employer match about $146,220 at 4% or $97,480 at 6%; with 100% employer match about $109,665 at 4% or $73,110 at 6%.
201814$501,036$77,954$19,489iApproximate average salary by contribution assumption: employee only about $487,213 at 4% or $324,808 at 6%; with 50% employer match about $324,808 at 4% or $216,539 at 6%; with 100% employer match about $243,606 at 4% or $162,404 at 6%.
Lewith Financial Services Inc. 401(K) Plan-4$501,036$77,954$19,489iApproximate average salary by contribution assumption: employee only about $487,213 at 4% or $324,808 at 6%; with 50% employer match about $324,808 at 4% or $216,539 at 6%; with 100% employer match about $243,606 at 4% or $162,404 at 6%.
201714$455,024$65,913$16,478iApproximate average salary by contribution assumption: employee only about $411,956 at 4% or $274,638 at 6%; with 50% employer match about $274,638 at 4% or $183,092 at 6%; with 100% employer match about $205,978 at 4% or $137,319 at 6%.
Lewith Financial Services Inc. 401(K) Plan-4$455,024$65,913$16,478iApproximate average salary by contribution assumption: employee only about $411,956 at 4% or $274,638 at 6%; with 50% employer match about $274,638 at 4% or $183,092 at 6%; with 100% employer match about $205,978 at 4% or $137,319 at 6%.
201614$332,571$60,958$15,240iApproximate average salary by contribution assumption: employee only about $380,988 at 4% or $253,992 at 6%; with 50% employer match about $253,992 at 4% or $169,328 at 6%; with 100% employer match about $190,494 at 4% or $126,996 at 6%.
Lewith Financial Services Inc. 401(K) Plan-4$332,571$60,958$15,240iApproximate average salary by contribution assumption: employee only about $380,988 at 4% or $253,992 at 6%; with 50% employer match about $253,992 at 4% or $169,328 at 6%; with 100% employer match about $190,494 at 4% or $126,996 at 6%.
201514$250,851$48,323$12,081iApproximate average salary by contribution assumption: employee only about $302,019 at 4% or $201,346 at 6%; with 50% employer match about $201,346 at 4% or $134,231 at 6%; with 100% employer match about $151,009 at 4% or $100,673 at 6%.
Lewith Financial Services Inc. 401(K) Plan-4$250,851$48,323$12,081iApproximate average salary by contribution assumption: employee only about $302,019 at 4% or $201,346 at 6%; with 50% employer match about $201,346 at 4% or $134,231 at 6%; with 100% employer match about $151,009 at 4% or $100,673 at 6%.
201414$224,545$21,259$5,315iApproximate average salary by contribution assumption: employee only about $132,869 at 4% or $88,579 at 6%; with 50% employer match about $88,579 at 4% or $59,053 at 6%; with 100% employer match about $66,434 at 4% or $44,290 at 6%.
Lewith Financial Services Inc. 401(K) Plan-4$224,545$21,259$5,315iApproximate average salary by contribution assumption: employee only about $132,869 at 4% or $88,579 at 6%; with 50% employer match about $88,579 at 4% or $59,053 at 6%; with 100% employer match about $66,434 at 4% or $44,290 at 6%.
201313$192,142$17,079$5,693iApproximate average salary by contribution assumption: employee only about $142,325 at 4% or $94,883 at 6%; with 50% employer match about $94,883 at 4% or $63,256 at 6%; with 100% employer match about $71,163 at 4% or $47,442 at 6%.
Lewith Financial Services Inc. 401(K) Plan-3$192,142$17,079$5,693iApproximate average salary by contribution assumption: employee only about $142,325 at 4% or $94,883 at 6%; with 50% employer match about $94,883 at 4% or $63,256 at 6%; with 100% employer match about $71,163 at 4% or $47,442 at 6%.
201213$151,024$19,656$6,552iApproximate average salary by contribution assumption: employee only about $163,800 at 4% or $109,200 at 6%; with 50% employer match about $109,200 at 4% or $72,800 at 6%; with 100% employer match about $81,900 at 4% or $54,600 at 6%.
Lewith Financial Services Inc. 401(K) Plan-3$151,024$19,656$6,552iApproximate average salary by contribution assumption: employee only about $163,800 at 4% or $109,200 at 6%; with 50% employer match about $109,200 at 4% or $72,800 at 6%; with 100% employer match about $81,900 at 4% or $54,600 at 6%.
201113$154,706$36,583$12,194iApproximate average salary by contribution assumption: employee only about $304,858 at 4% or $203,239 at 6%; with 50% employer match about $203,239 at 4% or $135,493 at 6%; with 100% employer match about $152,429 at 4% or $101,619 at 6%.
Lewith Financial Services Inc. 401(K) Plan-3$154,706$36,583$12,194iApproximate average salary by contribution assumption: employee only about $304,858 at 4% or $203,239 at 6%; with 50% employer match about $203,239 at 4% or $135,493 at 6%; with 100% employer match about $152,429 at 4% or $101,619 at 6%.
201023$179,655$24,046$8,015iApproximate average salary by contribution assumption: employee only about $200,383 at 4% or $133,589 at 6%; with 50% employer match about $133,589 at 4% or $89,059 at 6%; with 100% employer match about $100,192 at 4% or $66,794 at 6%.
Lewith Financial Services Inc. 401(K) Plan-3$114,166$18,766$6,255iApproximate average salary by contribution assumption: employee only about $156,383 at 4% or $104,256 at 6%; with 50% employer match about $104,256 at 4% or $69,504 at 6%; with 100% employer match about $78,192 at 4% or $52,128 at 6%.
Lewith Financial Services Inc. 401(K) Plan-2$65,489$5,280$2,640iApproximate average salary by contribution assumption: employee only about $66,000 at 4% or $44,000 at 6%; with 50% employer match about $44,000 at 4% or $29,333 at 6%; with 100% employer match about $33,000 at 4% or $22,000 at 6%.
200913$88,834$2,724$908iApproximate average salary by contribution assumption: employee only about $22,700 at 4% or $15,133 at 6%; with 50% employer match about $15,133 at 4% or $10,089 at 6%; with 100% employer match about $11,350 at 4% or $7,567 at 6%.
Lewith Financial Services Inc. 401(K) Plan-3$88,834$2,724$908iApproximate average salary by contribution assumption: employee only about $22,700 at 4% or $15,133 at 6%; with 50% employer match about $15,133 at 4% or $10,089 at 6%; with 100% employer match about $11,350 at 4% or $7,567 at 6%.
200812$80,489$20,280$10,140iApproximate average salary by contribution assumption: employee only about $253,500 at 4% or $169,000 at 6%; with 50% employer match about $169,000 at 4% or $112,667 at 6%; with 100% employer match about $126,750 at 4% or $84,500 at 6%.
Lewith Financial Services Inc. 401(K) Plan-2$80,489$20,280$10,140iApproximate average salary by contribution assumption: employee only about $253,500 at 4% or $169,000 at 6%; with 50% employer match about $169,000 at 4% or $112,667 at 6%; with 100% employer match about $126,750 at 4% or $84,500 at 6%.
200713$100,735$60,374$20,125iApproximate average salary by contribution assumption: employee only about $503,117 at 4% or $335,411 at 6%; with 50% employer match about $335,411 at 4% or $223,607 at 6%; with 100% employer match about $251,558 at 4% or $167,706 at 6%.
Lewith Financial Services Inc. 401(K) Plan-3$100,735$60,374$20,125iApproximate average salary by contribution assumption: employee only about $503,117 at 4% or $335,411 at 6%; with 50% employer match about $335,411 at 4% or $223,607 at 6%; with 100% employer match about $251,558 at 4% or $167,706 at 6%.
200613$36,628$36,546$12,182iApproximate average salary by contribution assumption: employee only about $304,550 at 4% or $203,033 at 6%; with 50% employer match about $203,033 at 4% or $135,356 at 6%; with 100% employer match about $152,275 at 4% or $101,517 at 6%.
Lewith Financial Services Inc. 401(K) Plan-3$36,628$36,546$12,182iApproximate average salary by contribution assumption: employee only about $304,550 at 4% or $203,033 at 6%; with 50% employer match about $203,033 at 4% or $135,356 at 6%; with 100% employer match about $152,275 at 4% or $101,517 at 6%.