Lehman Insurance Agency
Plan context: Lehman Insurance 401(K) Plan Trust
EIN 20-8230876 • Dublin, CA • 10 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$643,602
2018 Contributions
$55,232
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 3 | $643,602 | $55,232 | $18,411iApproximate average salary by contribution assumption: employee only about $460,267 at 4% or $306,844 at 6%; with 50% employer match about $306,844 at 4% or $204,563 at 6%; with 100% employer match about $230,133 at 4% or $153,422 at 6%. |
| Lehman Insurance 401(K) Plan Trust | - | 3 | $643,602 | $55,232 | $18,411iApproximate average salary by contribution assumption: employee only about $460,267 at 4% or $306,844 at 6%; with 50% employer match about $306,844 at 4% or $204,563 at 6%; with 100% employer match about $230,133 at 4% or $153,422 at 6%. |
| 2017 | 1 | 3 | $640,771 | $55,503 | $18,501iApproximate average salary by contribution assumption: employee only about $462,525 at 4% or $308,350 at 6%; with 50% employer match about $308,350 at 4% or $205,567 at 6%; with 100% employer match about $231,263 at 4% or $154,175 at 6%. |
| Lehman Insurance 401(K) Plan Trust | - | 3 | $640,771 | $55,503 | $18,501iApproximate average salary by contribution assumption: employee only about $462,525 at 4% or $308,350 at 6%; with 50% employer match about $308,350 at 4% or $205,567 at 6%; with 100% employer match about $231,263 at 4% or $154,175 at 6%. |
| 2016 | 1 | 3 | $495,120 | $56,189 | $18,730iApproximate average salary by contribution assumption: employee only about $468,242 at 4% or $312,161 at 6%; with 50% employer match about $312,161 at 4% or $208,107 at 6%; with 100% employer match about $234,121 at 4% or $156,081 at 6%. |
| Lehman Insurance 401(K) Plan Trust | - | 3 | $495,120 | $56,189 | $18,730iApproximate average salary by contribution assumption: employee only about $468,242 at 4% or $312,161 at 6%; with 50% employer match about $312,161 at 4% or $208,107 at 6%; with 100% employer match about $234,121 at 4% or $156,081 at 6%. |
| 2015 | 1 | 3 | $389,076 | $42,461 | $14,154iApproximate average salary by contribution assumption: employee only about $353,842 at 4% or $235,894 at 6%; with 50% employer match about $235,894 at 4% or $157,263 at 6%; with 100% employer match about $176,921 at 4% or $117,947 at 6%. |
| Lehman Insurance 401(K) Plan Trust | - | 3 | $389,076 | $42,461 | $14,154iApproximate average salary by contribution assumption: employee only about $353,842 at 4% or $235,894 at 6%; with 50% employer match about $235,894 at 4% or $157,263 at 6%; with 100% employer match about $176,921 at 4% or $117,947 at 6%. |
| 2014 | 1 | 3 | $346,506 | $38,026 | $12,675iApproximate average salary by contribution assumption: employee only about $316,883 at 4% or $211,256 at 6%; with 50% employer match about $211,256 at 4% or $140,837 at 6%; with 100% employer match about $158,442 at 4% or $105,628 at 6%. |
| Lehman Insurance 401(K) Plan Trust | - | 3 | $346,506 | $38,026 | $12,675iApproximate average salary by contribution assumption: employee only about $316,883 at 4% or $211,256 at 6%; with 50% employer match about $211,256 at 4% or $140,837 at 6%; with 100% employer match about $158,442 at 4% or $105,628 at 6%. |
| 2013 | 1 | 3 | $288,626 | $39,597 | $13,199iApproximate average salary by contribution assumption: employee only about $329,975 at 4% or $219,983 at 6%; with 50% employer match about $219,983 at 4% or $146,656 at 6%; with 100% employer match about $164,988 at 4% or $109,992 at 6%. |
| Lehman Insurance 401(K) Plan Trust | - | 3 | $288,626 | $39,597 | $13,199iApproximate average salary by contribution assumption: employee only about $329,975 at 4% or $219,983 at 6%; with 50% employer match about $219,983 at 4% or $146,656 at 6%; with 100% employer match about $164,988 at 4% or $109,992 at 6%. |
| 2012 | 1 | 2 | $212,113 | $41,123 | $20,562iApproximate average salary by contribution assumption: employee only about $514,038 at 4% or $342,692 at 6%; with 50% employer match about $342,692 at 4% or $228,461 at 6%; with 100% employer match about $257,019 at 4% or $171,346 at 6%. |
| Lehman Insurance 401(K) Plan Trust | - | 2 | $212,113 | $41,123 | $20,562iApproximate average salary by contribution assumption: employee only about $514,038 at 4% or $342,692 at 6%; with 50% employer match about $342,692 at 4% or $228,461 at 6%; with 100% employer match about $257,019 at 4% or $171,346 at 6%. |
| 2011 | 1 | 2 | $156,675 | $40,631 | $20,316iApproximate average salary by contribution assumption: employee only about $507,888 at 4% or $338,592 at 6%; with 50% employer match about $338,592 at 4% or $225,728 at 6%; with 100% employer match about $253,944 at 4% or $169,296 at 6%. |
| Lehman Insurance 401(K) Plan Trust | - | 2 | $156,675 | $40,631 | $20,316iApproximate average salary by contribution assumption: employee only about $507,888 at 4% or $338,592 at 6%; with 50% employer match about $338,592 at 4% or $225,728 at 6%; with 100% employer match about $253,944 at 4% or $169,296 at 6%. |
| 2010 | 1 | 2 | $125,143 | $101,095 | $50,548iApproximate average salary by contribution assumption: employee only about $1,263,688 at 4% or $842,458 at 6%; with 50% employer match about $842,458 at 4% or $561,639 at 6%; with 100% employer match about $631,844 at 4% or $421,229 at 6%. |
| Lehman Insurance 401(K) Plan Trust | - | 2 | $125,143 | $101,095 | $50,548iApproximate average salary by contribution assumption: employee only about $1,263,688 at 4% or $842,458 at 6%; with 50% employer match about $842,458 at 4% or $561,639 at 6%; with 100% employer match about $631,844 at 4% or $421,229 at 6%. |
| 2009 | 1 | 2 | $13,816 | $13,850 | $6,925iApproximate average salary by contribution assumption: employee only about $173,125 at 4% or $115,417 at 6%; with 50% employer match about $115,417 at 4% or $76,944 at 6%; with 100% employer match about $86,563 at 4% or $57,708 at 6%. |
| Lehman Insurance 401(K) Plan Trust | - | 2 | $13,816 | $13,850 | $6,925iApproximate average salary by contribution assumption: employee only about $173,125 at 4% or $115,417 at 6%; with 50% employer match about $115,417 at 4% or $76,944 at 6%; with 100% employer match about $86,563 at 4% or $57,708 at 6%. |