Gwen Bertolami Lysons
Plan context: Gwen Bertolami Lysons 401K Profit Sharing Plan & Trust
EIN 26-2363239 • Concord, CA • 7 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$439,512
2024 Contributions
$91,086
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 13 | $0 | $0 | - |
| Gwen Bertolami Lysons 401K Profit Sharing Plan & Trust | - | 13 | - | - | - |
| 2023 | 1 | 13 | $439,512 | $91,086 | $7,007iApproximate average salary by contribution assumption: employee only about $175,165 at 4% or $116,777 at 6%; with 50% employer match about $116,777 at 4% or $77,851 at 6%; with 100% employer match about $87,583 at 4% or $58,388 at 6%. |
| Gwen Bertolami Lysons 401K Profit Sharing Plan & Trust | - | 13 | $439,512 | $91,086 | $7,007iApproximate average salary by contribution assumption: employee only about $175,165 at 4% or $116,777 at 6%; with 50% employer match about $116,777 at 4% or $77,851 at 6%; with 100% employer match about $87,583 at 4% or $58,388 at 6%. |
| 2022 | 1 | 7 | $308,714 | $86,275 | $12,325iApproximate average salary by contribution assumption: employee only about $308,125 at 4% or $205,417 at 6%; with 50% employer match about $205,417 at 4% or $136,944 at 6%; with 100% employer match about $154,063 at 4% or $102,708 at 6%. |
| Gwen Bertolami Lysons 401K Profit Sharing Plan & Trust | - | 7 | $308,714 | $86,275 | $12,325iApproximate average salary by contribution assumption: employee only about $308,125 at 4% or $205,417 at 6%; with 50% employer match about $205,417 at 4% or $136,944 at 6%; with 100% employer match about $154,063 at 4% or $102,708 at 6%. |
| 2021 | 1 | 6 | $294,715 | $84,685 | $14,114iApproximate average salary by contribution assumption: employee only about $352,854 at 4% or $235,236 at 6%; with 50% employer match about $235,236 at 4% or $156,824 at 6%; with 100% employer match about $176,427 at 4% or $117,618 at 6%. |
| Gwen Bertolami Lysons 401K Profit Sharing Plan & Trust | - | 6 | $294,715 | $84,685 | $14,114iApproximate average salary by contribution assumption: employee only about $352,854 at 4% or $235,236 at 6%; with 50% employer match about $235,236 at 4% or $156,824 at 6%; with 100% employer match about $176,427 at 4% or $117,618 at 6%. |
| 2020 | 1 | 5 | $173,270 | $54,672 | $10,934iApproximate average salary by contribution assumption: employee only about $273,360 at 4% or $182,240 at 6%; with 50% employer match about $182,240 at 4% or $121,493 at 6%; with 100% employer match about $136,680 at 4% or $91,120 at 6%. |
| Gwen Bertolami Lysons 401K Profit Sharing Plan & Trust | - | 5 | $173,270 | $54,672 | $10,934iApproximate average salary by contribution assumption: employee only about $273,360 at 4% or $182,240 at 6%; with 50% employer match about $182,240 at 4% or $121,493 at 6%; with 100% employer match about $136,680 at 4% or $91,120 at 6%. |
| 2019 | 1 | 5 | $87,475 | $55,120 | $11,024iApproximate average salary by contribution assumption: employee only about $275,600 at 4% or $183,733 at 6%; with 50% employer match about $183,733 at 4% or $122,489 at 6%; with 100% employer match about $137,800 at 4% or $91,867 at 6%. |
| Gwen Bertolami Lysons 401K Profit Sharing Plan & Trust | - | 5 | $87,475 | $55,120 | $11,024iApproximate average salary by contribution assumption: employee only about $275,600 at 4% or $183,733 at 6%; with 50% employer match about $183,733 at 4% or $122,489 at 6%; with 100% employer match about $137,800 at 4% or $91,867 at 6%. |
| 2018 | 1 | 5 | $21,099 | $23,618 | $4,724iApproximate average salary by contribution assumption: employee only about $118,090 at 4% or $78,727 at 6%; with 50% employer match about $78,727 at 4% or $52,484 at 6%; with 100% employer match about $59,045 at 4% or $39,363 at 6%. |
| Gwen Bertolami Lysons 401K Profit Sharing Plan & Trust | - | 5 | $21,099 | $23,618 | $4,724iApproximate average salary by contribution assumption: employee only about $118,090 at 4% or $78,727 at 6%; with 50% employer match about $78,727 at 4% or $52,484 at 6%; with 100% employer match about $59,045 at 4% or $39,363 at 6%. |