Civic Intelligence

Lancer Group LLC

Plan context: The Lancer Group LLC Retirement Trust

EIN 33-0901943 • LA Jolla, CA • 10 filings • 1 plans

5604 LA Jolla Hermosa AveLA Jolla, CA 92037
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$55,482

2024 Contributions

$2,400

Historical Graphs

Total Assets Over Time

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

$110,205$55,103$0201620202024YearValue
$55,482Latest year 2024

Participants Over Time

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

530201620202024YearValue
3Latest 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
202413$55,482$2,400$800iApproximate average salary by contribution assumption: employee only about $20,000 at 4% or $13,333 at 6%; with 50% employer match about $13,333 at 4% or $8,889 at 6%; with 100% employer match about $10,000 at 4% or $6,667 at 6%.
The Lancer Group LLC Retirement Trust-3$55,482$2,400$800iApproximate average salary by contribution assumption: employee only about $20,000 at 4% or $13,333 at 6%; with 50% employer match about $13,333 at 4% or $8,889 at 6%; with 100% employer match about $10,000 at 4% or $6,667 at 6%.
202315$51,305$2,340$468iApproximate average salary by contribution assumption: employee only about $11,700 at 4% or $7,800 at 6%; with 50% employer match about $7,800 at 4% or $5,200 at 6%; with 100% employer match about $5,850 at 4% or $3,900 at 6%.
The Lancer Group LLC Retirement Trust-5$51,305$2,340$468iApproximate average salary by contribution assumption: employee only about $11,700 at 4% or $7,800 at 6%; with 50% employer match about $7,800 at 4% or $5,200 at 6%; with 100% employer match about $5,850 at 4% or $3,900 at 6%.
202215$92,419$1,920$384iApproximate average salary by contribution assumption: employee only about $9,600 at 4% or $6,400 at 6%; with 50% employer match about $6,400 at 4% or $4,267 at 6%; with 100% employer match about $4,800 at 4% or $3,200 at 6%.
The Lancer Group LLC Retirement Trust-5$92,419$1,920$384iApproximate average salary by contribution assumption: employee only about $9,600 at 4% or $6,400 at 6%; with 50% employer match about $6,400 at 4% or $4,267 at 6%; with 100% employer match about $4,800 at 4% or $3,200 at 6%.
202115$110,205$2,720$544iApproximate average salary by contribution assumption: employee only about $13,600 at 4% or $9,067 at 6%; with 50% employer match about $9,067 at 4% or $6,044 at 6%; with 100% employer match about $6,800 at 4% or $4,533 at 6%.
The Lancer Group LLC Retirement Trust-5$110,205$2,720$544iApproximate average salary by contribution assumption: employee only about $13,600 at 4% or $9,067 at 6%; with 50% employer match about $9,067 at 4% or $6,044 at 6%; with 100% employer match about $6,800 at 4% or $4,533 at 6%.
202015$90,408$6,700$1,340iApproximate average salary by contribution assumption: employee only about $33,500 at 4% or $22,333 at 6%; with 50% employer match about $22,333 at 4% or $14,889 at 6%; with 100% employer match about $16,750 at 4% or $11,167 at 6%.
The Lancer Group LLC Retirement Trust-5$90,408$6,700$1,340iApproximate average salary by contribution assumption: employee only about $33,500 at 4% or $22,333 at 6%; with 50% employer match about $22,333 at 4% or $14,889 at 6%; with 100% employer match about $16,750 at 4% or $11,167 at 6%.
201915$72,455$19,321$3,864iApproximate average salary by contribution assumption: employee only about $96,605 at 4% or $64,403 at 6%; with 50% employer match about $64,403 at 4% or $42,936 at 6%; with 100% employer match about $48,303 at 4% or $32,202 at 6%.
The Lancer Group LLC Retirement Trust-5$72,455$19,321$3,864iApproximate average salary by contribution assumption: employee only about $96,605 at 4% or $64,403 at 6%; with 50% employer match about $64,403 at 4% or $42,936 at 6%; with 100% employer match about $48,303 at 4% or $32,202 at 6%.
201814$51,391$29,293$7,323iApproximate average salary by contribution assumption: employee only about $183,081 at 4% or $122,054 at 6%; with 50% employer match about $122,054 at 4% or $81,369 at 6%; with 100% employer match about $91,541 at 4% or $61,027 at 6%.
The Lancer Group LLC Retirement Trust-4$51,391$29,293$7,323iApproximate average salary by contribution assumption: employee only about $183,081 at 4% or $122,054 at 6%; with 50% employer match about $122,054 at 4% or $81,369 at 6%; with 100% employer match about $91,541 at 4% or $61,027 at 6%.
201714$31,775$23,020$5,755iApproximate average salary by contribution assumption: employee only about $143,875 at 4% or $95,917 at 6%; with 50% employer match about $95,917 at 4% or $63,944 at 6%; with 100% employer match about $71,938 at 4% or $47,958 at 6%.
The Lancer Group LLC Retirement Trust-4$31,775$23,020$5,755iApproximate average salary by contribution assumption: employee only about $143,875 at 4% or $95,917 at 6%; with 50% employer match about $95,917 at 4% or $63,944 at 6%; with 100% employer match about $71,938 at 4% or $47,958 at 6%.
201613$4,189$4,039$1,346iApproximate average salary by contribution assumption: employee only about $33,658 at 4% or $22,439 at 6%; with 50% employer match about $22,439 at 4% or $14,959 at 6%; with 100% employer match about $16,829 at 4% or $11,219 at 6%.
The Lancer Group LLC Retirement Trust-3$4,189$4,039$1,346iApproximate average salary by contribution assumption: employee only about $33,658 at 4% or $22,439 at 6%; with 50% employer match about $22,439 at 4% or $14,959 at 6%; with 100% employer match about $16,829 at 4% or $11,219 at 6%.
201510$0$0-
The Lancer Group LLC Retirement Trust-0$0--