Lettman Investment Group, Inc.
Plan context: Lettman Investment Group Inc. Profit Sharing Plan
EIN 27-1233984 • San Ramon, CA • 15 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$1,042,799
2023 Contributions
$10,000
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $1,042,799 | $0 | - |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $1,042,799 | - | - |
| 2022 | 1 | 1 | $1,035,096 | $0 | - |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $1,035,096 | - | - |
| 2021 | 1 | 1 | $967,878 | $0 | - |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $967,878 | - | - |
| 2020 | 1 | 1 | $936,048 | $0 | - |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $936,048 | - | - |
| 2019 | 1 | 1 | $1,004,337 | $0 | - |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $1,004,337 | - | - |
| 2018 | 1 | 1 | $1,026,767 | $0 | - |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $1,026,767 | - | - |
| 2017 | 1 | 1 | $735,665 | $0 | - |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $735,665 | - | - |
| 2016 | 1 | 1 | $847,608 | $0 | - |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $847,608 | - | - |
| 2015 | 1 | 1 | $1,117,702 | $0 | - |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $1,117,702 | - | - |
| 2014 | 1 | 1 | $870,424 | $0 | - |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $870,424 | - | - |
| 2013 | 1 | 1 | $1,284,426 | $0 | - |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $1,284,426 | - | - |
| 2012 | 1 | 1 | $752,190 | $0 | - |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $752,190 | - | - |
| 2011 | 1 | 1 | $753,824 | $0 | - |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $753,824 | - | - |
| 2010 | 1 | 1 | $753,824 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $753,824 | $10,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2009 | 1 | 1 | $174,383 | $174,383 | $174,383iApproximate average salary by contribution assumption: employee only about $4,359,575 at 4% or $2,906,383 at 6%; with 50% employer match about $2,906,383 at 4% or $1,937,589 at 6%; with 100% employer match about $2,179,788 at 4% or $1,453,192 at 6%. |
| Lettman Investment Group Inc. Profit Sharing Plan | - | 1 | $174,383 | $174,383 | $174,383iApproximate average salary by contribution assumption: employee only about $4,359,575 at 4% or $2,906,383 at 6%; with 50% employer match about $2,906,383 at 4% or $1,937,589 at 6%; with 100% employer match about $2,179,788 at 4% or $1,453,192 at 6%. |