LM Capital Group LLC
Plan context: LM Capital Group LLC 401K Profit Sharing Plan
EIN 30-0057833 • San Diego, CA • 22 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
26
2024 Assets
$9,082,870
2024 Contributions
$221,672
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 | 26 | $9,082,870 | $221,672 | $8,526iApproximate average salary by contribution assumption: employee only about $213,146 at 4% or $142,097 at 6%; with 50% employer match about $142,097 at 4% or $94,732 at 6%; with 100% employer match about $106,573 at 4% or $71,049 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 26 | $9,082,870 | $221,672 | $8,526iApproximate average salary by contribution assumption: employee only about $213,146 at 4% or $142,097 at 6%; with 50% employer match about $142,097 at 4% or $94,732 at 6%; with 100% employer match about $106,573 at 4% or $71,049 at 6%. |
| 2023 | 1 | 21 | $7,748,621 | $192,644 | $9,174iApproximate average salary by contribution assumption: employee only about $229,338 at 4% or $152,892 at 6%; with 50% employer match about $152,892 at 4% or $101,928 at 6%; with 100% employer match about $114,669 at 4% or $76,446 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 21 | $7,748,621 | $192,644 | $9,174iApproximate average salary by contribution assumption: employee only about $229,338 at 4% or $152,892 at 6%; with 50% employer match about $152,892 at 4% or $101,928 at 6%; with 100% employer match about $114,669 at 4% or $76,446 at 6%. |
| 2022 | 1 | 24 | $6,617,450 | $265,254 | $11,052iApproximate average salary by contribution assumption: employee only about $276,306 at 4% or $184,204 at 6%; with 50% employer match about $184,204 at 4% or $122,803 at 6%; with 100% employer match about $138,153 at 4% or $92,102 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 24 | $6,617,450 | $265,254 | $11,052iApproximate average salary by contribution assumption: employee only about $276,306 at 4% or $184,204 at 6%; with 50% employer match about $184,204 at 4% or $122,803 at 6%; with 100% employer match about $138,153 at 4% or $92,102 at 6%. |
| 2021 | 1 | 18 | $8,217,493 | $249,232 | $13,846iApproximate average salary by contribution assumption: employee only about $346,156 at 4% or $230,770 at 6%; with 50% employer match about $230,770 at 4% or $153,847 at 6%; with 100% employer match about $173,078 at 4% or $115,385 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 18 | $8,217,493 | $249,232 | $13,846iApproximate average salary by contribution assumption: employee only about $346,156 at 4% or $230,770 at 6%; with 50% employer match about $230,770 at 4% or $153,847 at 6%; with 100% employer match about $173,078 at 4% or $115,385 at 6%. |
| 2020 | 1 | 19 | $7,220,996 | $311,048 | $16,371iApproximate average salary by contribution assumption: employee only about $409,274 at 4% or $272,849 at 6%; with 50% employer match about $272,849 at 4% or $181,899 at 6%; with 100% employer match about $204,637 at 4% or $136,425 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 19 | $7,220,996 | $311,048 | $16,371iApproximate average salary by contribution assumption: employee only about $409,274 at 4% or $272,849 at 6%; with 50% employer match about $272,849 at 4% or $181,899 at 6%; with 100% employer match about $204,637 at 4% or $136,425 at 6%. |
| 2019 | 1 | 17 | $4,879,594 | $295,574 | $17,387iApproximate average salary by contribution assumption: employee only about $434,668 at 4% or $289,778 at 6%; with 50% employer match about $289,778 at 4% or $193,186 at 6%; with 100% employer match about $217,334 at 4% or $144,889 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 17 | $4,879,594 | $295,574 | $17,387iApproximate average salary by contribution assumption: employee only about $434,668 at 4% or $289,778 at 6%; with 50% employer match about $289,778 at 4% or $193,186 at 6%; with 100% employer match about $217,334 at 4% or $144,889 at 6%. |
| 2018 | 1 | 16 | $4,287,385 | $333,058 | $20,816iApproximate average salary by contribution assumption: employee only about $520,403 at 4% or $346,935 at 6%; with 50% employer match about $346,935 at 4% or $231,290 at 6%; with 100% employer match about $260,202 at 4% or $173,468 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 16 | $4,287,385 | $333,058 | $20,816iApproximate average salary by contribution assumption: employee only about $520,403 at 4% or $346,935 at 6%; with 50% employer match about $346,935 at 4% or $231,290 at 6%; with 100% employer match about $260,202 at 4% or $173,468 at 6%. |
| 2017 | 1 | 16 | $4,498,942 | $252,160 | $15,760iApproximate average salary by contribution assumption: employee only about $394,000 at 4% or $262,667 at 6%; with 50% employer match about $262,667 at 4% or $175,111 at 6%; with 100% employer match about $197,000 at 4% or $131,333 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 16 | $4,498,942 | $252,160 | $15,760iApproximate average salary by contribution assumption: employee only about $394,000 at 4% or $262,667 at 6%; with 50% employer match about $262,667 at 4% or $175,111 at 6%; with 100% employer match about $197,000 at 4% or $131,333 at 6%. |
| 2016 | 1 | 13 | $3,641,818 | $269,499 | $20,731iApproximate average salary by contribution assumption: employee only about $518,267 at 4% or $345,512 at 6%; with 50% employer match about $345,512 at 4% or $230,341 at 6%; with 100% employer match about $259,134 at 4% or $172,756 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 13 | $3,641,818 | $269,499 | $20,731iApproximate average salary by contribution assumption: employee only about $518,267 at 4% or $345,512 at 6%; with 50% employer match about $345,512 at 4% or $230,341 at 6%; with 100% employer match about $259,134 at 4% or $172,756 at 6%. |
| 2015 | 1 | 16 | $3,067,717 | $382,775 | $23,923iApproximate average salary by contribution assumption: employee only about $598,086 at 4% or $398,724 at 6%; with 50% employer match about $398,724 at 4% or $265,816 at 6%; with 100% employer match about $299,043 at 4% or $199,362 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 16 | $3,067,717 | $382,775 | $23,923iApproximate average salary by contribution assumption: employee only about $598,086 at 4% or $398,724 at 6%; with 50% employer match about $398,724 at 4% or $265,816 at 6%; with 100% employer match about $299,043 at 4% or $199,362 at 6%. |
| 2014 | 1 | 10 | $2,817,028 | $283,116 | $28,312iApproximate average salary by contribution assumption: employee only about $707,790 at 4% or $471,860 at 6%; with 50% employer match about $471,860 at 4% or $314,573 at 6%; with 100% employer match about $353,895 at 4% or $235,930 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 10 | $2,817,028 | $283,116 | $28,312iApproximate average salary by contribution assumption: employee only about $707,790 at 4% or $471,860 at 6%; with 50% employer match about $471,860 at 4% or $314,573 at 6%; with 100% employer match about $353,895 at 4% or $235,930 at 6%. |
| 2013 | 1 | 13 | $2,406,608 | $210,528 | $16,194iApproximate average salary by contribution assumption: employee only about $404,862 at 4% or $269,908 at 6%; with 50% employer match about $269,908 at 4% or $179,938 at 6%; with 100% employer match about $202,431 at 4% or $134,954 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 13 | $2,406,608 | $210,528 | $16,194iApproximate average salary by contribution assumption: employee only about $404,862 at 4% or $269,908 at 6%; with 50% employer match about $269,908 at 4% or $179,938 at 6%; with 100% employer match about $202,431 at 4% or $134,954 at 6%. |
| 2012 | 1 | 11 | $2,363,836 | $268,380 | $24,398iApproximate average salary by contribution assumption: employee only about $609,955 at 4% or $406,636 at 6%; with 50% employer match about $406,636 at 4% or $271,091 at 6%; with 100% employer match about $304,977 at 4% or $203,318 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 11 | $2,363,836 | $268,380 | $24,398iApproximate average salary by contribution assumption: employee only about $609,955 at 4% or $406,636 at 6%; with 50% employer match about $406,636 at 4% or $271,091 at 6%; with 100% employer match about $304,977 at 4% or $203,318 at 6%. |
| 2011 | 1 | 11 | $1,719,858 | $277,575 | $25,234iApproximate average salary by contribution assumption: employee only about $630,852 at 4% or $420,568 at 6%; with 50% employer match about $420,568 at 4% or $280,379 at 6%; with 100% employer match about $315,426 at 4% or $210,284 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 11 | $1,719,858 | $277,575 | $25,234iApproximate average salary by contribution assumption: employee only about $630,852 at 4% or $420,568 at 6%; with 50% employer match about $420,568 at 4% or $280,379 at 6%; with 100% employer match about $315,426 at 4% or $210,284 at 6%. |
| 2010 | 1 | 11 | $1,491,919 | $264,883 | $24,080iApproximate average salary by contribution assumption: employee only about $602,007 at 4% or $401,338 at 6%; with 50% employer match about $401,338 at 4% or $267,559 at 6%; with 100% employer match about $301,003 at 4% or $200,669 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 11 | $1,491,919 | $264,883 | $24,080iApproximate average salary by contribution assumption: employee only about $602,007 at 4% or $401,338 at 6%; with 50% employer match about $401,338 at 4% or $267,559 at 6%; with 100% employer match about $301,003 at 4% or $200,669 at 6%. |
| 2009 | 1 | 12 | $1,117,115 | $235,025 | $19,585iApproximate average salary by contribution assumption: employee only about $489,635 at 4% or $326,424 at 6%; with 50% employer match about $326,424 at 4% or $217,616 at 6%; with 100% employer match about $244,818 at 4% or $163,212 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 12 | $1,117,115 | $235,025 | $19,585iApproximate average salary by contribution assumption: employee only about $489,635 at 4% or $326,424 at 6%; with 50% employer match about $326,424 at 4% or $217,616 at 6%; with 100% employer match about $244,818 at 4% or $163,212 at 6%. |
| 2008 | 1 | 14 | $763,041 | $179,528 | $12,823iApproximate average salary by contribution assumption: employee only about $320,586 at 4% or $213,724 at 6%; with 50% employer match about $213,724 at 4% or $142,483 at 6%; with 100% employer match about $160,293 at 4% or $106,862 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 14 | $763,041 | $179,528 | $12,823iApproximate average salary by contribution assumption: employee only about $320,586 at 4% or $213,724 at 6%; with 50% employer match about $213,724 at 4% or $142,483 at 6%; with 100% employer match about $160,293 at 4% or $106,862 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 8 | $638,420 | $167,293 | $20,912iApproximate average salary by contribution assumption: employee only about $522,791 at 4% or $348,527 at 6%; with 50% employer match about $348,527 at 4% or $232,351 at 6%; with 100% employer match about $261,395 at 4% or $174,264 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 8 | $638,420 | $167,293 | $20,912iApproximate average salary by contribution assumption: employee only about $522,791 at 4% or $348,527 at 6%; with 50% employer match about $348,527 at 4% or $232,351 at 6%; with 100% employer match about $261,395 at 4% or $174,264 at 6%. |
| 2005 | 1 | 5 | $344,336 | $135,587 | $27,117iApproximate average salary by contribution assumption: employee only about $677,935 at 4% or $451,957 at 6%; with 50% employer match about $451,957 at 4% or $301,304 at 6%; with 100% employer match about $338,968 at 4% or $225,978 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 5 | $344,336 | $135,587 | $27,117iApproximate average salary by contribution assumption: employee only about $677,935 at 4% or $451,957 at 6%; with 50% employer match about $451,957 at 4% or $301,304 at 6%; with 100% employer match about $338,968 at 4% or $225,978 at 6%. |
| 2004 | 1 | 0 | $0 | $0 | - |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2003 | 1 | 6 | $132,594 | $126,911 | $21,152iApproximate average salary by contribution assumption: employee only about $528,796 at 4% or $352,531 at 6%; with 50% employer match about $352,531 at 4% or $235,020 at 6%; with 100% employer match about $264,398 at 4% or $176,265 at 6%. |
| LM Capital Group LLC 401K Profit Sharing Plan | - | 6 | $132,594 | $126,911 | $21,152iApproximate average salary by contribution assumption: employee only about $528,796 at 4% or $352,531 at 6%; with 50% employer match about $352,531 at 4% or $235,020 at 6%; with 100% employer match about $264,398 at 4% or $176,265 at 6%. |