Civic Intelligence

LM Advisors LLC

Plan context: LM Advisors LLC 401K Savings Plan

EIN 27-2442659 • San Diego, CA • 14 filings • 1 plans

750 B Street, Suite 3020San Diego, CA 92101-4223
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$5,973,928

2024 Contributions

$190,498

Historical Graphs

Total Assets Over Time

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

$5,973,928$2,986,964$0201120182024YearValue
$5,973,928Latest year 2024

Participants Over Time

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

23120201120182024YearValue
22Latest 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
2024122$5,973,928$190,498$8,659iApproximate average salary by contribution assumption: employee only about $216,475 at 4% or $144,317 at 6%; with 50% employer match about $144,317 at 4% or $96,211 at 6%; with 100% employer match about $108,238 at 4% or $72,158 at 6%.
LM Advisors LLC 401K Savings Plan-22$5,973,928$190,498$8,659iApproximate average salary by contribution assumption: employee only about $216,475 at 4% or $144,317 at 6%; with 50% employer match about $144,317 at 4% or $96,211 at 6%; with 100% employer match about $108,238 at 4% or $72,158 at 6%.
2023123$4,501,297$181,645$7,898iApproximate average salary by contribution assumption: employee only about $197,440 at 4% or $131,627 at 6%; with 50% employer match about $131,627 at 4% or $87,751 at 6%; with 100% employer match about $98,720 at 4% or $65,813 at 6%.
LM Advisors LLC 401K Savings Plan-23$4,501,297$181,645$7,898iApproximate average salary by contribution assumption: employee only about $197,440 at 4% or $131,627 at 6%; with 50% employer match about $131,627 at 4% or $87,751 at 6%; with 100% employer match about $98,720 at 4% or $65,813 at 6%.
2022123$4,193,704$174,579$7,590iApproximate average salary by contribution assumption: employee only about $189,760 at 4% or $126,507 at 6%; with 50% employer match about $126,507 at 4% or $84,338 at 6%; with 100% employer match about $94,880 at 4% or $63,253 at 6%.
LM Advisors LLC 401K Savings Plan-23$4,193,704$174,579$7,590iApproximate average salary by contribution assumption: employee only about $189,760 at 4% or $126,507 at 6%; with 50% employer match about $126,507 at 4% or $84,338 at 6%; with 100% employer match about $94,880 at 4% or $63,253 at 6%.
2021123$5,833,123$215,313$9,361iApproximate average salary by contribution assumption: employee only about $234,036 at 4% or $156,024 at 6%; with 50% employer match about $156,024 at 4% or $104,016 at 6%; with 100% employer match about $117,018 at 4% or $78,012 at 6%.
LM Advisors LLC 401K Savings Plan-23$5,833,123$215,313$9,361iApproximate average salary by contribution assumption: employee only about $234,036 at 4% or $156,024 at 6%; with 50% employer match about $156,024 at 4% or $104,016 at 6%; with 100% employer match about $117,018 at 4% or $78,012 at 6%.
2020123$4,107,973$156,596$6,809iApproximate average salary by contribution assumption: employee only about $170,213 at 4% or $113,475 at 6%; with 50% employer match about $113,475 at 4% or $75,650 at 6%; with 100% employer match about $85,107 at 4% or $56,738 at 6%.
LM Advisors LLC 401K Savings Plan-23$4,107,973$156,596$6,809iApproximate average salary by contribution assumption: employee only about $170,213 at 4% or $113,475 at 6%; with 50% employer match about $113,475 at 4% or $75,650 at 6%; with 100% employer match about $85,107 at 4% or $56,738 at 6%.
2019123$3,205,582$218,376$9,495iApproximate average salary by contribution assumption: employee only about $237,365 at 4% or $158,243 at 6%; with 50% employer match about $158,243 at 4% or $105,496 at 6%; with 100% employer match about $118,683 at 4% or $79,122 at 6%.
LM Advisors LLC 401K Savings Plan-23$3,205,582$218,376$9,495iApproximate average salary by contribution assumption: employee only about $237,365 at 4% or $158,243 at 6%; with 50% employer match about $158,243 at 4% or $105,496 at 6%; with 100% employer match about $118,683 at 4% or $79,122 at 6%.
2018122$2,468,647$72,020$3,274iApproximate average salary by contribution assumption: employee only about $81,841 at 4% or $54,561 at 6%; with 50% employer match about $54,561 at 4% or $36,374 at 6%; with 100% employer match about $40,920 at 4% or $27,280 at 6%.
LM Advisors LLC 401K Savings Plan-22$2,468,647$72,020$3,274iApproximate average salary by contribution assumption: employee only about $81,841 at 4% or $54,561 at 6%; with 50% employer match about $54,561 at 4% or $36,374 at 6%; with 100% employer match about $40,920 at 4% or $27,280 at 6%.
2017115$2,552,456$68,126$4,542iApproximate average salary by contribution assumption: employee only about $113,543 at 4% or $75,696 at 6%; with 50% employer match about $75,696 at 4% or $50,464 at 6%; with 100% employer match about $56,772 at 4% or $37,848 at 6%.
LM Advisors LLC 401K Savings Plan-15$2,552,456$68,126$4,542iApproximate average salary by contribution assumption: employee only about $113,543 at 4% or $75,696 at 6%; with 50% employer match about $75,696 at 4% or $50,464 at 6%; with 100% employer match about $56,772 at 4% or $37,848 at 6%.
2016118$2,102,913$97,728$5,429iApproximate average salary by contribution assumption: employee only about $135,733 at 4% or $90,489 at 6%; with 50% employer match about $90,489 at 4% or $60,326 at 6%; with 100% employer match about $67,867 at 4% or $45,244 at 6%.
LM Advisors LLC 401K Savings Plan-18$2,102,913$97,728$5,429iApproximate average salary by contribution assumption: employee only about $135,733 at 4% or $90,489 at 6%; with 50% employer match about $90,489 at 4% or $60,326 at 6%; with 100% employer match about $67,867 at 4% or $45,244 at 6%.
2015118$1,772,543$139,465$7,748iApproximate average salary by contribution assumption: employee only about $193,701 at 4% or $129,134 at 6%; with 50% employer match about $129,134 at 4% or $86,090 at 6%; with 100% employer match about $96,851 at 4% or $64,567 at 6%.
LM Advisors LLC 401K Savings Plan-18$1,772,543$139,465$7,748iApproximate average salary by contribution assumption: employee only about $193,701 at 4% or $129,134 at 6%; with 50% employer match about $129,134 at 4% or $86,090 at 6%; with 100% employer match about $96,851 at 4% or $64,567 at 6%.
2014116$1,611,422$116,305$7,269iApproximate average salary by contribution assumption: employee only about $181,727 at 4% or $121,151 at 6%; with 50% employer match about $121,151 at 4% or $80,767 at 6%; with 100% employer match about $90,863 at 4% or $60,576 at 6%.
LM Advisors LLC 401K Savings Plan-16$1,611,422$116,305$7,269iApproximate average salary by contribution assumption: employee only about $181,727 at 4% or $121,151 at 6%; with 50% employer match about $121,151 at 4% or $80,767 at 6%; with 100% employer match about $90,863 at 4% or $60,576 at 6%.
2013116$1,365,169$134,252$8,391iApproximate average salary by contribution assumption: employee only about $209,769 at 4% or $139,846 at 6%; with 50% employer match about $139,846 at 4% or $93,231 at 6%; with 100% employer match about $104,884 at 4% or $69,923 at 6%.
LM Advisors LLC 401K Savings Plan-16$1,365,169$134,252$8,391iApproximate average salary by contribution assumption: employee only about $209,769 at 4% or $139,846 at 6%; with 50% employer match about $139,846 at 4% or $93,231 at 6%; with 100% employer match about $104,884 at 4% or $69,923 at 6%.
2012114$1,174,189$107,472$7,677iApproximate average salary by contribution assumption: employee only about $191,914 at 4% or $127,943 at 6%; with 50% employer match about $127,943 at 4% or $85,295 at 6%; with 100% employer match about $95,957 at 4% or $63,971 at 6%.
LM Advisors LLC 401K Savings Plan-14$1,174,189$107,472$7,677iApproximate average salary by contribution assumption: employee only about $191,914 at 4% or $127,943 at 6%; with 50% employer match about $127,943 at 4% or $85,295 at 6%; with 100% employer match about $95,957 at 4% or $63,971 at 6%.
2011111$1,026,705$101,617$9,238iApproximate average salary by contribution assumption: employee only about $230,948 at 4% or $153,965 at 6%; with 50% employer match about $153,965 at 4% or $102,643 at 6%; with 100% employer match about $115,474 at 4% or $76,983 at 6%.
LM Advisors LLC 401K Savings Plan-11$1,026,705$101,617$9,238iApproximate average salary by contribution assumption: employee only about $230,948 at 4% or $153,965 at 6%; with 50% employer match about $153,965 at 4% or $102,643 at 6%; with 100% employer match about $115,474 at 4% or $76,983 at 6%.
LM Advisors LLC | EIN 27-2442659 | 2024 Form 5500 Company Profile