Civic Intelligence

Lamia Financial Group Inc.

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

EIN 26-2309462 • Thousand Oaks, CA • 15 filings • 2 plans

100 E. Thousand Oaks, Suite 200Thousand Oaks, CA 91360
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,357,606

2024 Contributions

$60,264

Historical Graphs

Total Assets Over Time

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

$2,357,606$1,178,803$0201020172024YearValue
$2,357,606Latest year 2024

Participants Over Time

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

1370201020172024YearValue
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$2,357,606$60,264$10,044iApproximate average salary by contribution assumption: employee only about $251,100 at 4% or $167,400 at 6%; with 50% employer match about $167,400 at 4% or $111,600 at 6%; with 100% employer match about $125,550 at 4% or $83,700 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-6$2,357,606$60,264$10,044iApproximate average salary by contribution assumption: employee only about $251,100 at 4% or $167,400 at 6%; with 50% employer match about $167,400 at 4% or $111,600 at 6%; with 100% employer match about $125,550 at 4% or $83,700 at 6%.
202316$2,138,503$62,472$10,412iApproximate average salary by contribution assumption: employee only about $260,300 at 4% or $173,533 at 6%; with 50% employer match about $173,533 at 4% or $115,689 at 6%; with 100% employer match about $130,150 at 4% or $86,767 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-6$2,138,503$62,472$10,412iApproximate average salary by contribution assumption: employee only about $260,300 at 4% or $173,533 at 6%; with 50% employer match about $173,533 at 4% or $115,689 at 6%; with 100% employer match about $130,150 at 4% or $86,767 at 6%.
202218$1,918,027$69,166$8,646iApproximate average salary by contribution assumption: employee only about $216,144 at 4% or $144,096 at 6%; with 50% employer match about $144,096 at 4% or $96,064 at 6%; with 100% employer match about $108,072 at 4% or $72,048 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-8$1,918,027$69,166$8,646iApproximate average salary by contribution assumption: employee only about $216,144 at 4% or $144,096 at 6%; with 50% employer match about $144,096 at 4% or $96,064 at 6%; with 100% employer match about $108,072 at 4% or $72,048 at 6%.
202118$2,098,968$71,019$8,877iApproximate average salary by contribution assumption: employee only about $221,934 at 4% or $147,956 at 6%; with 50% employer match about $147,956 at 4% or $98,638 at 6%; with 100% employer match about $110,967 at 4% or $73,978 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-8$2,098,968$71,019$8,877iApproximate average salary by contribution assumption: employee only about $221,934 at 4% or $147,956 at 6%; with 50% employer match about $147,956 at 4% or $98,638 at 6%; with 100% employer match about $110,967 at 4% or $73,978 at 6%.
202018$1,786,757$40,753$5,094iApproximate average salary by contribution assumption: employee only about $127,353 at 4% or $84,902 at 6%; with 50% employer match about $84,902 at 4% or $56,601 at 6%; with 100% employer match about $63,677 at 4% or $42,451 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-8$1,786,757$40,753$5,094iApproximate average salary by contribution assumption: employee only about $127,353 at 4% or $84,902 at 6%; with 50% employer match about $84,902 at 4% or $56,601 at 6%; with 100% employer match about $63,677 at 4% or $42,451 at 6%.
201918$1,603,834$37,819$4,727iApproximate average salary by contribution assumption: employee only about $118,184 at 4% or $78,790 at 6%; with 50% employer match about $78,790 at 4% or $52,526 at 6%; with 100% employer match about $59,092 at 4% or $39,395 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-8$1,603,834$37,819$4,727iApproximate average salary by contribution assumption: employee only about $118,184 at 4% or $78,790 at 6%; with 50% employer match about $78,790 at 4% or $52,526 at 6%; with 100% employer match about $59,092 at 4% or $39,395 at 6%.
2018113$1,563,399$119,460$9,189iApproximate average salary by contribution assumption: employee only about $229,731 at 4% or $153,154 at 6%; with 50% employer match about $153,154 at 4% or $102,103 at 6%; with 100% employer match about $114,865 at 4% or $76,577 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-13$1,563,399$119,460$9,189iApproximate average salary by contribution assumption: employee only about $229,731 at 4% or $153,154 at 6%; with 50% employer match about $153,154 at 4% or $102,103 at 6%; with 100% employer match about $114,865 at 4% or $76,577 at 6%.
201719$1,624,664$108,522$12,058iApproximate average salary by contribution assumption: employee only about $301,450 at 4% or $200,967 at 6%; with 50% employer match about $200,967 at 4% or $133,978 at 6%; with 100% employer match about $150,725 at 4% or $100,483 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-9$1,624,664$108,522$12,058iApproximate average salary by contribution assumption: employee only about $301,450 at 4% or $200,967 at 6%; with 50% employer match about $200,967 at 4% or $133,978 at 6%; with 100% employer match about $150,725 at 4% or $100,483 at 6%.
201619$1,311,259$101,445$11,272iApproximate average salary by contribution assumption: employee only about $281,792 at 4% or $187,861 at 6%; with 50% employer match about $187,861 at 4% or $125,241 at 6%; with 100% employer match about $140,896 at 4% or $93,931 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-9$1,311,259$101,445$11,272iApproximate average salary by contribution assumption: employee only about $281,792 at 4% or $187,861 at 6%; with 50% employer match about $187,861 at 4% or $125,241 at 6%; with 100% employer match about $140,896 at 4% or $93,931 at 6%.
201518$1,368,514$92,629$11,579iApproximate average salary by contribution assumption: employee only about $289,466 at 4% or $192,977 at 6%; with 50% employer match about $192,977 at 4% or $128,651 at 6%; with 100% employer match about $144,733 at 4% or $96,489 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-8$1,368,514$92,629$11,579iApproximate average salary by contribution assumption: employee only about $289,466 at 4% or $192,977 at 6%; with 50% employer match about $192,977 at 4% or $128,651 at 6%; with 100% employer match about $144,733 at 4% or $96,489 at 6%.
201417$1,297,552$87,759$12,537iApproximate average salary by contribution assumption: employee only about $313,425 at 4% or $208,950 at 6%; with 50% employer match about $208,950 at 4% or $139,300 at 6%; with 100% employer match about $156,713 at 4% or $104,475 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-7$1,297,552$87,759$12,537iApproximate average salary by contribution assumption: employee only about $313,425 at 4% or $208,950 at 6%; with 50% employer match about $208,950 at 4% or $139,300 at 6%; with 100% employer match about $156,713 at 4% or $104,475 at 6%.
201317$1,169,244$200,586$28,655iApproximate average salary by contribution assumption: employee only about $716,379 at 4% or $477,586 at 6%; with 50% employer match about $477,586 at 4% or $318,390 at 6%; with 100% employer match about $358,189 at 4% or $238,793 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-7$1,169,244$200,586$28,655iApproximate average salary by contribution assumption: employee only about $716,379 at 4% or $477,586 at 6%; with 50% employer match about $477,586 at 4% or $318,390 at 6%; with 100% employer match about $358,189 at 4% or $238,793 at 6%.
201215$813,212$126,713$25,343iApproximate average salary by contribution assumption: employee only about $633,565 at 4% or $422,377 at 6%; with 50% employer match about $422,377 at 4% or $281,584 at 6%; with 100% employer match about $316,783 at 4% or $211,188 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-5$813,212$126,713$25,343iApproximate average salary by contribution assumption: employee only about $633,565 at 4% or $422,377 at 6%; with 50% employer match about $422,377 at 4% or $281,584 at 6%; with 100% employer match about $316,783 at 4% or $211,188 at 6%.
201115$597,564$118,289$23,658iApproximate average salary by contribution assumption: employee only about $591,445 at 4% or $394,297 at 6%; with 50% employer match about $394,297 at 4% or $262,864 at 6%; with 100% employer match about $295,723 at 4% or $197,148 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-5$597,564$118,289$23,658iApproximate average salary by contribution assumption: employee only about $591,445 at 4% or $394,297 at 6%; with 50% employer match about $394,297 at 4% or $262,864 at 6%; with 100% employer match about $295,723 at 4% or $197,148 at 6%.
201016$499,443$467,294$77,882iApproximate average salary by contribution assumption: employee only about $1,947,058 at 4% or $1,298,039 at 6%; with 50% employer match about $1,298,039 at 4% or $865,359 at 6%; with 100% employer match about $973,529 at 4% or $649,019 at 6%.
Lamia Financial Group Inc. 401K Profit Sharing Plan-6$499,443$467,294$77,882iApproximate average salary by contribution assumption: employee only about $1,947,058 at 4% or $1,298,039 at 6%; with 50% employer match about $1,298,039 at 4% or $865,359 at 6%; with 100% employer match about $973,529 at 4% or $649,019 at 6%.