Civic Intelligence

Lanzone Morgan LLP

Plan context: Lanzone Morgan LLP 401 K Profit Sharing Plan Trust

EIN 26-3852278 • Long Beach, CA • 26 filings • 5 plans

356 Redondo AvenueLong Beach, CA 90814
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$8,765,433

2024 Contributions

$375,652

Historical Graphs

Total Assets Over Time

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

$8,765,433$4,382,717$0201020172024YearValue
$8,765,433Latest year 2024

Participants Over Time

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

21110201020172024YearValue
20Latest 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
2024220$8,765,433$375,652$18,783iApproximate average salary by contribution assumption: employee only about $469,565 at 4% or $313,043 at 6%; with 50% employer match about $313,043 at 4% or $208,696 at 6%; with 100% employer match about $234,782 at 4% or $156,522 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-20$4,607,716$375,652$18,783iApproximate average salary by contribution assumption: employee only about $469,565 at 4% or $313,043 at 6%; with 50% employer match about $313,043 at 4% or $208,696 at 6%; with 100% employer match about $234,782 at 4% or $156,522 at 6%.
LANZONE MORGAN, LLP, DEFINED BENEFIT PLAN-19$4,157,717$0-
2023221$8,390,021$704,341$33,540iApproximate average salary by contribution assumption: employee only about $838,501 at 4% or $559,001 at 6%; with 50% employer match about $559,001 at 4% or $372,667 at 6%; with 100% employer match about $419,251 at 4% or $279,500 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-21$4,676,351$354,341$16,873iApproximate average salary by contribution assumption: employee only about $421,835 at 4% or $281,223 at 6%; with 50% employer match about $281,223 at 4% or $187,482 at 6%; with 100% employer match about $210,917 at 4% or $140,612 at 6%.
LANZONE MORGAN, LLP, DEFINED BENEFIT PLAN-18$3,713,670$350,000$19,444iApproximate average salary by contribution assumption: employee only about $486,111 at 4% or $324,074 at 6%; with 50% employer match about $324,074 at 4% or $216,049 at 6%; with 100% employer match about $243,056 at 4% or $162,037 at 6%.
2022220$7,161,900$892,254$44,613iApproximate average salary by contribution assumption: employee only about $1,115,318 at 4% or $743,545 at 6%; with 50% employer match about $743,545 at 4% or $495,697 at 6%; with 100% employer match about $557,659 at 4% or $371,773 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-20$4,180,412$392,254$19,613iApproximate average salary by contribution assumption: employee only about $490,318 at 4% or $326,878 at 6%; with 50% employer match about $326,878 at 4% or $217,919 at 6%; with 100% employer match about $245,159 at 4% or $163,439 at 6%.
LANZONE MORGAN, LLP, DEFINED BENEFIT PLAN-15$2,981,488$500,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
2021214$7,367,442$551,321$39,380iApproximate average salary by contribution assumption: employee only about $984,502 at 4% or $656,335 at 6%; with 50% employer match about $656,335 at 4% or $437,556 at 6%; with 100% employer match about $492,251 at 4% or $328,167 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-12$4,499,491$281,321$23,443iApproximate average salary by contribution assumption: employee only about $586,085 at 4% or $390,724 at 6%; with 50% employer match about $390,724 at 4% or $260,482 at 6%; with 100% employer match about $293,043 at 4% or $195,362 at 6%.
LANZONE MORGAN, LLP, DEFINED BENEFIT PLAN-14$2,867,951$270,000$19,286iApproximate average salary by contribution assumption: employee only about $482,143 at 4% or $321,429 at 6%; with 50% employer match about $321,429 at 4% or $214,286 at 6%; with 100% employer match about $241,071 at 4% or $160,714 at 6%.
2020218$6,070,130$593,067$32,948iApproximate average salary by contribution assumption: employee only about $823,704 at 4% or $549,136 at 6%; with 50% employer match about $549,136 at 4% or $366,091 at 6%; with 100% employer match about $411,852 at 4% or $274,568 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-18$3,752,819$253,067$14,059iApproximate average salary by contribution assumption: employee only about $351,482 at 4% or $234,321 at 6%; with 50% employer match about $234,321 at 4% or $156,214 at 6%; with 100% employer match about $175,741 at 4% or $117,161 at 6%.
LANZONE MORGAN, LLP, DEFINED BENEFIT PLAN-10$2,317,311$340,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
2019219$4,966,397$664,764$34,988iApproximate average salary by contribution assumption: employee only about $874,689 at 4% or $583,126 at 6%; with 50% employer match about $583,126 at 4% or $388,751 at 6%; with 100% employer match about $437,345 at 4% or $291,563 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-19$3,186,700$299,764$15,777iApproximate average salary by contribution assumption: employee only about $394,426 at 4% or $262,951 at 6%; with 50% employer match about $262,951 at 4% or $175,301 at 6%; with 100% employer match about $197,213 at 4% or $131,475 at 6%.
LANZONE MORGAN, LLP, DEFINED BENEFIT PLAN-12$1,779,697$365,000$30,417iApproximate average salary by contribution assumption: employee only about $760,417 at 4% or $506,944 at 6%; with 50% employer match about $506,944 at 4% or $337,963 at 6%; with 100% employer match about $380,208 at 4% or $253,472 at 6%.
2018219$3,551,207$529,067$27,846iApproximate average salary by contribution assumption: employee only about $696,141 at 4% or $464,094 at 6%; with 50% employer match about $464,094 at 4% or $309,396 at 6%; with 100% employer match about $348,070 at 4% or $232,047 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-19$2,344,205$233,067$12,267iApproximate average salary by contribution assumption: employee only about $306,667 at 4% or $204,445 at 6%; with 50% employer match about $204,445 at 4% or $136,296 at 6%; with 100% employer match about $153,334 at 4% or $102,222 at 6%.
LANZONE MORGAN, LLP, DEFINED BENEFIT PLAN-15$1,207,002$296,000$19,733iApproximate average salary by contribution assumption: employee only about $493,333 at 4% or $328,889 at 6%; with 50% employer match about $328,889 at 4% or $219,259 at 6%; with 100% employer match about $246,667 at 4% or $164,444 at 6%.
2017215$3,275,023$449,246$29,950iApproximate average salary by contribution assumption: employee only about $748,743 at 4% or $499,162 at 6%; with 50% employer match about $499,162 at 4% or $332,775 at 6%; with 100% employer match about $374,372 at 4% or $249,581 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-15$2,295,234$226,246$15,083iApproximate average salary by contribution assumption: employee only about $377,077 at 4% or $251,384 at 6%; with 50% employer match about $251,384 at 4% or $167,590 at 6%; with 100% employer match about $188,538 at 4% or $125,692 at 6%.
LANZONE MORGAN, LLP, DEFINED BENEFIT PLAN-13$979,789$223,000$17,154iApproximate average salary by contribution assumption: employee only about $428,846 at 4% or $285,897 at 6%; with 50% employer match about $285,897 at 4% or $190,598 at 6%; with 100% employer match about $214,423 at 4% or $142,949 at 6%.
2016220$2,543,328$539,735$26,987iApproximate average salary by contribution assumption: employee only about $674,669 at 4% or $449,779 at 6%; with 50% employer match about $449,779 at 4% or $299,853 at 6%; with 100% employer match about $337,334 at 4% or $224,890 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-20$1,855,441$320,285$16,014iApproximate average salary by contribution assumption: employee only about $400,356 at 4% or $266,904 at 6%; with 50% employer match about $266,904 at 4% or $177,936 at 6%; with 100% employer match about $200,178 at 4% or $133,452 at 6%.
LANZONE MORGAN, LLP, DEFINED BENEFIT PLAN-10$687,887$219,450$21,945iApproximate average salary by contribution assumption: employee only about $548,625 at 4% or $365,750 at 6%; with 50% employer match about $365,750 at 4% or $243,833 at 6%; with 100% employer match about $274,313 at 4% or $182,875 at 6%.
2015215$1,951,560$390,011$26,001iApproximate average salary by contribution assumption: employee only about $650,018 at 4% or $433,346 at 6%; with 50% employer match about $433,346 at 4% or $288,897 at 6%; with 100% employer match about $325,009 at 4% or $216,673 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-15$1,528,307$172,611$11,507iApproximate average salary by contribution assumption: employee only about $287,685 at 4% or $191,790 at 6%; with 50% employer match about $191,790 at 4% or $127,860 at 6%; with 100% employer match about $143,843 at 4% or $95,895 at 6%.
LANZONE MORGAN, LLP, DEFINED BENEFIT PLAN-7$423,253$217,400$31,057iApproximate average salary by contribution assumption: employee only about $776,429 at 4% or $517,619 at 6%; with 50% employer match about $517,619 at 4% or $345,079 at 6%; with 100% employer match about $388,214 at 4% or $258,810 at 6%.
2014213$1,626,287$525,087$40,391iApproximate average salary by contribution assumption: employee only about $1,009,783 at 4% or $673,188 at 6%; with 50% employer match about $673,188 at 4% or $448,792 at 6%; with 100% employer match about $504,891 at 4% or $336,594 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-13$1,412,387$311,187$23,937iApproximate average salary by contribution assumption: employee only about $598,437 at 4% or $398,958 at 6%; with 50% employer match about $398,958 at 4% or $265,972 at 6%; with 100% employer match about $299,218 at 4% or $199,479 at 6%.
LANZONE MORGAN, LLP, DEFINED BENEFIT PLAN-7$213,900$213,900$30,557iApproximate average salary by contribution assumption: employee only about $763,929 at 4% or $509,286 at 6%; with 50% employer match about $509,286 at 4% or $339,524 at 6%; with 100% employer match about $381,964 at 4% or $254,643 at 6%.
2013111$1,048,786$254,630$23,148iApproximate average salary by contribution assumption: employee only about $578,705 at 4% or $385,803 at 6%; with 50% employer match about $385,803 at 4% or $257,202 at 6%; with 100% employer match about $289,352 at 4% or $192,902 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-11$1,048,786$254,630$23,148iApproximate average salary by contribution assumption: employee only about $578,705 at 4% or $385,803 at 6%; with 50% employer match about $385,803 at 4% or $257,202 at 6%; with 100% employer match about $289,352 at 4% or $192,902 at 6%.
2012113$824,686$192,261$14,789iApproximate average salary by contribution assumption: employee only about $369,733 at 4% or $246,488 at 6%; with 50% employer match about $246,488 at 4% or $164,326 at 6%; with 100% employer match about $184,866 at 4% or $123,244 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-13$824,686$192,261$14,789iApproximate average salary by contribution assumption: employee only about $369,733 at 4% or $246,488 at 6%; with 50% employer match about $246,488 at 4% or $164,326 at 6%; with 100% employer match about $184,866 at 4% or $123,244 at 6%.
201119$577,628$199,928$22,214iApproximate average salary by contribution assumption: employee only about $555,356 at 4% or $370,237 at 6%; with 50% employer match about $370,237 at 4% or $246,825 at 6%; with 100% employer match about $277,678 at 4% or $185,119 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-9$577,628$199,928$22,214iApproximate average salary by contribution assumption: employee only about $555,356 at 4% or $370,237 at 6%; with 50% employer match about $370,237 at 4% or $246,825 at 6%; with 100% employer match about $277,678 at 4% or $185,119 at 6%.
201017$377,479$377,471$53,924iApproximate average salary by contribution assumption: employee only about $1,348,111 at 4% or $898,740 at 6%; with 50% employer match about $898,740 at 4% or $599,160 at 6%; with 100% employer match about $674,055 at 4% or $449,370 at 6%.
Lanzone Morgan LLP 401 K Profit Sharing Plan Trust-7$377,479$377,471$53,924iApproximate average salary by contribution assumption: employee only about $1,348,111 at 4% or $898,740 at 6%; with 50% employer match about $898,740 at 4% or $599,160 at 6%; with 100% employer match about $674,055 at 4% or $449,370 at 6%.