Lodestone Pacific
Plan context: Lodestone Pacific 401(K) Savings & Retirement Plan
EIN 33-0315220 • Anaheim, CA • 23 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$601,118
2024 Contributions
$42,024
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 | 11 | $601,118 | $42,024 | $3,820iApproximate average salary by contribution assumption: employee only about $95,509 at 4% or $63,673 at 6%; with 50% employer match about $63,673 at 4% or $42,448 at 6%; with 100% employer match about $47,755 at 4% or $31,836 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 11 | $601,118 | $42,024 | $3,820iApproximate average salary by contribution assumption: employee only about $95,509 at 4% or $63,673 at 6%; with 50% employer match about $63,673 at 4% or $42,448 at 6%; with 100% employer match about $47,755 at 4% or $31,836 at 6%. |
| 2023 | 1 | 11 | $516,144 | $29,282 | $2,662iApproximate average salary by contribution assumption: employee only about $66,550 at 4% or $44,367 at 6%; with 50% employer match about $44,367 at 4% or $29,578 at 6%; with 100% employer match about $33,275 at 4% or $22,183 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 11 | $516,144 | $29,282 | $2,662iApproximate average salary by contribution assumption: employee only about $66,550 at 4% or $44,367 at 6%; with 50% employer match about $44,367 at 4% or $29,578 at 6%; with 100% employer match about $33,275 at 4% or $22,183 at 6%. |
| 2022 | 1 | 10 | $428,162 | $9,200 | $920iApproximate average salary by contribution assumption: employee only about $23,000 at 4% or $15,333 at 6%; with 50% employer match about $15,333 at 4% or $10,222 at 6%; with 100% employer match about $11,500 at 4% or $7,667 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 10 | $428,162 | $9,200 | $920iApproximate average salary by contribution assumption: employee only about $23,000 at 4% or $15,333 at 6%; with 50% employer match about $15,333 at 4% or $10,222 at 6%; with 100% employer match about $11,500 at 4% or $7,667 at 6%. |
| 2021 | 1 | 8 | $473,506 | $13,124 | $1,641iApproximate average salary by contribution assumption: employee only about $41,013 at 4% or $27,342 at 6%; with 50% employer match about $27,342 at 4% or $18,228 at 6%; with 100% employer match about $20,506 at 4% or $13,671 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 8 | $473,506 | $13,124 | $1,641iApproximate average salary by contribution assumption: employee only about $41,013 at 4% or $27,342 at 6%; with 50% employer match about $27,342 at 4% or $18,228 at 6%; with 100% employer match about $20,506 at 4% or $13,671 at 6%. |
| 2020 | 1 | 15 | $426,393 | $12,944 | $863iApproximate average salary by contribution assumption: employee only about $21,573 at 4% or $14,382 at 6%; with 50% employer match about $14,382 at 4% or $9,588 at 6%; with 100% employer match about $10,787 at 4% or $7,191 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 15 | $426,393 | $12,944 | $863iApproximate average salary by contribution assumption: employee only about $21,573 at 4% or $14,382 at 6%; with 50% employer match about $14,382 at 4% or $9,588 at 6%; with 100% employer match about $10,787 at 4% or $7,191 at 6%. |
| 2019 | 1 | 9 | $399,061 | $10,773 | $1,197iApproximate average salary by contribution assumption: employee only about $29,925 at 4% or $19,950 at 6%; with 50% employer match about $19,950 at 4% or $13,300 at 6%; with 100% employer match about $14,963 at 4% or $9,975 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 9 | $399,061 | $10,773 | $1,197iApproximate average salary by contribution assumption: employee only about $29,925 at 4% or $19,950 at 6%; with 50% employer match about $19,950 at 4% or $13,300 at 6%; with 100% employer match about $14,963 at 4% or $9,975 at 6%. |
| 2018 | 1 | 7 | $328,967 | $9,049 | $1,293iApproximate average salary by contribution assumption: employee only about $32,318 at 4% or $21,545 at 6%; with 50% employer match about $21,545 at 4% or $14,363 at 6%; with 100% employer match about $16,159 at 4% or $10,773 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 7 | $328,967 | $9,049 | $1,293iApproximate average salary by contribution assumption: employee only about $32,318 at 4% or $21,545 at 6%; with 50% employer match about $21,545 at 4% or $14,363 at 6%; with 100% employer match about $16,159 at 4% or $10,773 at 6%. |
| 2017 | 1 | 7 | $327,749 | $9,279 | $1,326iApproximate average salary by contribution assumption: employee only about $33,139 at 4% or $22,093 at 6%; with 50% employer match about $22,093 at 4% or $14,729 at 6%; with 100% employer match about $16,570 at 4% or $11,046 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 7 | $327,749 | $9,279 | $1,326iApproximate average salary by contribution assumption: employee only about $33,139 at 4% or $22,093 at 6%; with 50% employer match about $22,093 at 4% or $14,729 at 6%; with 100% employer match about $16,570 at 4% or $11,046 at 6%. |
| 2016 | 1 | 7 | $280,506 | $61,212 | $8,745iApproximate average salary by contribution assumption: employee only about $218,614 at 4% or $145,743 at 6%; with 50% employer match about $145,743 at 4% or $97,162 at 6%; with 100% employer match about $109,307 at 4% or $72,871 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 7 | $280,506 | $61,212 | $8,745iApproximate average salary by contribution assumption: employee only about $218,614 at 4% or $145,743 at 6%; with 50% employer match about $145,743 at 4% or $97,162 at 6%; with 100% employer match about $109,307 at 4% or $72,871 at 6%. |
| 2015 | 1 | 6 | $233,613 | $9,281 | $1,547iApproximate average salary by contribution assumption: employee only about $38,671 at 4% or $25,781 at 6%; with 50% employer match about $25,781 at 4% or $17,187 at 6%; with 100% employer match about $19,335 at 4% or $12,890 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 6 | $233,613 | $9,281 | $1,547iApproximate average salary by contribution assumption: employee only about $38,671 at 4% or $25,781 at 6%; with 50% employer match about $25,781 at 4% or $17,187 at 6%; with 100% employer match about $19,335 at 4% or $12,890 at 6%. |
| 2014 | 1 | 11 | $223,816 | $9,193 | $836iApproximate average salary by contribution assumption: employee only about $20,893 at 4% or $13,929 at 6%; with 50% employer match about $13,929 at 4% or $9,286 at 6%; with 100% employer match about $10,447 at 4% or $6,964 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 11 | $223,816 | $9,193 | $836iApproximate average salary by contribution assumption: employee only about $20,893 at 4% or $13,929 at 6%; with 50% employer match about $13,929 at 4% or $9,286 at 6%; with 100% employer match about $10,447 at 4% or $6,964 at 6%. |
| 2013 | 1 | 12 | $205,118 | $9,122 | $760iApproximate average salary by contribution assumption: employee only about $19,004 at 4% or $12,669 at 6%; with 50% employer match about $12,669 at 4% or $8,446 at 6%; with 100% employer match about $9,502 at 4% or $6,335 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 12 | $205,118 | $9,122 | $760iApproximate average salary by contribution assumption: employee only about $19,004 at 4% or $12,669 at 6%; with 50% employer match about $12,669 at 4% or $8,446 at 6%; with 100% employer match about $9,502 at 4% or $6,335 at 6%. |
| 2012 | 1 | 11 | $167,497 | $8,928 | $812iApproximate average salary by contribution assumption: employee only about $20,291 at 4% or $13,527 at 6%; with 50% employer match about $13,527 at 4% or $9,018 at 6%; with 100% employer match about $10,145 at 4% or $6,764 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 11 | $167,497 | $8,928 | $812iApproximate average salary by contribution assumption: employee only about $20,291 at 4% or $13,527 at 6%; with 50% employer match about $13,527 at 4% or $9,018 at 6%; with 100% employer match about $10,145 at 4% or $6,764 at 6%. |
| 2011 | 1 | 11 | $146,254 | $15,278 | $1,389iApproximate average salary by contribution assumption: employee only about $34,723 at 4% or $23,148 at 6%; with 50% employer match about $23,148 at 4% or $15,432 at 6%; with 100% employer match about $17,361 at 4% or $11,574 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 11 | $146,254 | $15,278 | $1,389iApproximate average salary by contribution assumption: employee only about $34,723 at 4% or $23,148 at 6%; with 50% employer match about $23,148 at 4% or $15,432 at 6%; with 100% employer match about $17,361 at 4% or $11,574 at 6%. |
| 2010 | 1 | 13 | $143,814 | $10,586 | $814iApproximate average salary by contribution assumption: employee only about $20,358 at 4% or $13,572 at 6%; with 50% employer match about $13,572 at 4% or $9,048 at 6%; with 100% employer match about $10,179 at 4% or $6,786 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 13 | $143,814 | $10,586 | $814iApproximate average salary by contribution assumption: employee only about $20,358 at 4% or $13,572 at 6%; with 50% employer match about $13,572 at 4% or $9,048 at 6%; with 100% employer match about $10,179 at 4% or $6,786 at 6%. |
| 2009 | 1 | 9 | $123,899 | $7,313 | $813iApproximate average salary by contribution assumption: employee only about $20,314 at 4% or $13,543 at 6%; with 50% employer match about $13,543 at 4% or $9,028 at 6%; with 100% employer match about $10,157 at 4% or $6,771 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 9 | $123,899 | $7,313 | $813iApproximate average salary by contribution assumption: employee only about $20,314 at 4% or $13,543 at 6%; with 50% employer match about $13,543 at 4% or $9,028 at 6%; with 100% employer match about $10,157 at 4% or $6,771 at 6%. |
| 2008 | 1 | 11 | $120,917 | $8,940 | $813iApproximate average salary by contribution assumption: employee only about $20,318 at 4% or $13,545 at 6%; with 50% employer match about $13,545 at 4% or $9,030 at 6%; with 100% employer match about $10,159 at 4% or $6,773 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 11 | $120,917 | $8,940 | $813iApproximate average salary by contribution assumption: employee only about $20,318 at 4% or $13,545 at 6%; with 50% employer match about $13,545 at 4% or $9,030 at 6%; with 100% employer match about $10,159 at 4% or $6,773 at 6%. |
| 2007 | 1 | 11 | $175,548 | $10,271 | $934iApproximate average salary by contribution assumption: employee only about $23,343 at 4% or $15,562 at 6%; with 50% employer match about $15,562 at 4% or $10,375 at 6%; with 100% employer match about $11,672 at 4% or $7,781 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 11 | $175,548 | $10,271 | $934iApproximate average salary by contribution assumption: employee only about $23,343 at 4% or $15,562 at 6%; with 50% employer match about $15,562 at 4% or $10,375 at 6%; with 100% employer match about $11,672 at 4% or $7,781 at 6%. |
| 2006 | 1 | 11 | $146,944 | $10,623 | $966iApproximate average salary by contribution assumption: employee only about $24,143 at 4% or $16,095 at 6%; with 50% employer match about $16,095 at 4% or $10,730 at 6%; with 100% employer match about $12,072 at 4% or $8,048 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 11 | $146,944 | $10,623 | $966iApproximate average salary by contribution assumption: employee only about $24,143 at 4% or $16,095 at 6%; with 50% employer match about $16,095 at 4% or $10,730 at 6%; with 100% employer match about $12,072 at 4% or $8,048 at 6%. |
| 2005 | 1 | 11 | $126,943 | $18,747 | $1,704iApproximate average salary by contribution assumption: employee only about $42,607 at 4% or $28,405 at 6%; with 50% employer match about $28,405 at 4% or $18,936 at 6%; with 100% employer match about $21,303 at 4% or $14,202 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 11 | $126,943 | $18,747 | $1,704iApproximate average salary by contribution assumption: employee only about $42,607 at 4% or $28,405 at 6%; with 50% employer match about $28,405 at 4% or $18,936 at 6%; with 100% employer match about $21,303 at 4% or $14,202 at 6%. |
| 2004 | 1 | 11 | $98,250 | $22,320 | $2,029iApproximate average salary by contribution assumption: employee only about $50,727 at 4% or $33,818 at 6%; with 50% employer match about $33,818 at 4% or $22,545 at 6%; with 100% employer match about $25,364 at 4% or $16,909 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 11 | $98,250 | $22,320 | $2,029iApproximate average salary by contribution assumption: employee only about $50,727 at 4% or $33,818 at 6%; with 50% employer match about $33,818 at 4% or $22,545 at 6%; with 100% employer match about $25,364 at 4% or $16,909 at 6%. |
| 2003 | 1 | 11 | $91,277 | $19,104 | $1,737iApproximate average salary by contribution assumption: employee only about $43,418 at 4% or $28,945 at 6%; with 50% employer match about $28,945 at 4% or $19,297 at 6%; with 100% employer match about $21,709 at 4% or $14,473 at 6%. |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 11 | $91,277 | $19,104 | $1,737iApproximate average salary by contribution assumption: employee only about $43,418 at 4% or $28,945 at 6%; with 50% employer match about $28,945 at 4% or $19,297 at 6%; with 100% employer match about $21,709 at 4% or $14,473 at 6%. |
| 2002 | 1 | 12 | $0 | $0 | - |
| Lodestone Pacific 401(K) Savings & Retirement Plan | - | 12 | - | - | - |