Civic Intelligence

Lw Family Office LLC

Plan context: Lonna a. Wais 401K Plan

EIN 42-1727480 • Alamo, CA • 8 filings • 2 plans

3189 Danville Blvd., Suite 295Alamo, CA 94507-1980
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$765,947

2024 Contributions

$99,501

Historical Graphs

Total Assets Over Time

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

$765,947$382,974$0201720212024YearValue
$765,947Latest year 2024

Participants Over Time

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

210201720212024YearValue
2Latest 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
202412$765,947$99,501$49,751iApproximate average salary by contribution assumption: employee only about $1,243,763 at 4% or $829,175 at 6%; with 50% employer match about $829,175 at 4% or $552,783 at 6%; with 100% employer match about $621,881 at 4% or $414,588 at 6%.
Lonna a. Wais 401K Plan-2$765,947$99,501$49,751iApproximate average salary by contribution assumption: employee only about $1,243,763 at 4% or $829,175 at 6%; with 50% employer match about $829,175 at 4% or $552,783 at 6%; with 100% employer match about $621,881 at 4% or $414,588 at 6%.
202312$428,671$96,001$48,001iApproximate average salary by contribution assumption: employee only about $1,200,013 at 4% or $800,008 at 6%; with 50% employer match about $800,008 at 4% or $533,339 at 6%; with 100% employer match about $600,006 at 4% or $400,004 at 6%.
Lonna a. Wais 401K Plan-2$428,671$96,001$48,001iApproximate average salary by contribution assumption: employee only about $1,200,013 at 4% or $800,008 at 6%; with 50% employer match about $800,008 at 4% or $533,339 at 6%; with 100% employer match about $600,006 at 4% or $400,004 at 6%.
202212$212,808$88,002$44,001iApproximate average salary by contribution assumption: employee only about $1,100,025 at 4% or $733,350 at 6%; with 50% employer match about $733,350 at 4% or $488,900 at 6%; with 100% employer match about $550,013 at 4% or $366,675 at 6%.
Lonna a. Wais 401K Plan-2$212,808$88,002$44,001iApproximate average salary by contribution assumption: employee only about $1,100,025 at 4% or $733,350 at 6%; with 50% employer match about $733,350 at 4% or $488,900 at 6%; with 100% employer match about $550,013 at 4% or $366,675 at 6%.
202111$211,738$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Lonna a. Wais 401K Plan-1$211,738$26,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
202011$149,105$3,750$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
Lonna a. Wais 401K Plan-1$149,105$3,750$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
201912$177,523$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Lonna a. Wais 401K Plan-2$177,523$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201812$121,862$20,790$10,395iApproximate average salary by contribution assumption: employee only about $259,875 at 4% or $173,250 at 6%; with 50% employer match about $173,250 at 4% or $115,500 at 6%; with 100% employer match about $129,938 at 4% or $86,625 at 6%.
Lonna a. Wais 401K Plan-2$121,862$20,790$10,395iApproximate average salary by contribution assumption: employee only about $259,875 at 4% or $173,250 at 6%; with 50% employer match about $173,250 at 4% or $115,500 at 6%; with 100% employer match about $129,938 at 4% or $86,625 at 6%.
201712$107,537$32,445$16,223iApproximate average salary by contribution assumption: employee only about $405,563 at 4% or $270,375 at 6%; with 50% employer match about $270,375 at 4% or $180,250 at 6%; with 100% employer match about $202,781 at 4% or $135,188 at 6%.
Lonna a. Wais 401K Plan-2$107,537$32,445$16,223iApproximate average salary by contribution assumption: employee only about $405,563 at 4% or $270,375 at 6%; with 50% employer match about $270,375 at 4% or $180,250 at 6%; with 100% employer match about $202,781 at 4% or $135,188 at 6%.