Civic Intelligence

Lassahn Fiduciary Services

Plan context: Lassahn Fiduciary Services 401(K) Plan

EIN 45-3073438 • San Mateo, CA • 15 filings • 5 plans

2075 Pioneer CourtSan Mateo, CA 94403-1719
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$1,821,477

2025 Contributions

$139,544

Historical Graphs

Total Assets Over Time

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

$1,821,477$910,739$0201120182025YearValue
$1,821,477Latest year 2025

Participants Over Time

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

1260201120182025YearValue
12Latest year 2025

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
2025112$1,821,477$139,544$11,629iApproximate average salary by contribution assumption: employee only about $290,717 at 4% or $193,811 at 6%; with 50% employer match about $193,811 at 4% or $129,207 at 6%; with 100% employer match about $145,358 at 4% or $96,906 at 6%.
Lassahn Fiduciary Services 401(K) Plan-12$1,821,477$139,544$11,629iApproximate average salary by contribution assumption: employee only about $290,717 at 4% or $193,811 at 6%; with 50% employer match about $193,811 at 4% or $129,207 at 6%; with 100% employer match about $145,358 at 4% or $96,906 at 6%.
2024112$1,495,825$117,641$9,803iApproximate average salary by contribution assumption: employee only about $245,085 at 4% or $163,390 at 6%; with 50% employer match about $163,390 at 4% or $108,927 at 6%; with 100% employer match about $122,543 at 4% or $81,695 at 6%.
Lassahn Fiduciary Services 401(K) Plan-12$1,495,825$117,641$9,803iApproximate average salary by contribution assumption: employee only about $245,085 at 4% or $163,390 at 6%; with 50% employer match about $163,390 at 4% or $108,927 at 6%; with 100% employer match about $122,543 at 4% or $81,695 at 6%.
2023111$1,245,241$120,314$10,938iApproximate average salary by contribution assumption: employee only about $273,441 at 4% or $182,294 at 6%; with 50% employer match about $182,294 at 4% or $121,529 at 6%; with 100% employer match about $136,720 at 4% or $91,147 at 6%.
Lassahn Fiduciary Services 401(K) Plan-11$1,245,241$120,314$10,938iApproximate average salary by contribution assumption: employee only about $273,441 at 4% or $182,294 at 6%; with 50% employer match about $182,294 at 4% or $121,529 at 6%; with 100% employer match about $136,720 at 4% or $91,147 at 6%.
2022110$962,144$211,775$21,178iApproximate average salary by contribution assumption: employee only about $529,438 at 4% or $352,958 at 6%; with 50% employer match about $352,958 at 4% or $235,306 at 6%; with 100% employer match about $264,719 at 4% or $176,479 at 6%.
Lassahn Fiduciary Services 401(K) Plan-10$962,144$211,775$21,178iApproximate average salary by contribution assumption: employee only about $529,438 at 4% or $352,958 at 6%; with 50% employer match about $352,958 at 4% or $235,306 at 6%; with 100% employer match about $264,719 at 4% or $176,479 at 6%.
202119$914,932$117,572$13,064iApproximate average salary by contribution assumption: employee only about $326,589 at 4% or $217,726 at 6%; with 50% employer match about $217,726 at 4% or $145,151 at 6%; with 100% employer match about $163,294 at 4% or $108,863 at 6%.
Lassahn Fiduciary Services 401(K) Plan-9$914,932$117,572$13,064iApproximate average salary by contribution assumption: employee only about $326,589 at 4% or $217,726 at 6%; with 50% employer match about $217,726 at 4% or $145,151 at 6%; with 100% employer match about $163,294 at 4% or $108,863 at 6%.
202019$712,393$68,829$7,648iApproximate average salary by contribution assumption: employee only about $191,192 at 4% or $127,461 at 6%; with 50% employer match about $127,461 at 4% or $84,974 at 6%; with 100% employer match about $95,596 at 4% or $63,731 at 6%.
Lassahn Fiduciary Services 401(K) Plan-9$712,393$68,829$7,648iApproximate average salary by contribution assumption: employee only about $191,192 at 4% or $127,461 at 6%; with 50% employer match about $127,461 at 4% or $84,974 at 6%; with 100% employer match about $95,596 at 4% or $63,731 at 6%.
201915$562,420$84,657$16,931iApproximate average salary by contribution assumption: employee only about $423,285 at 4% or $282,190 at 6%; with 50% employer match about $282,190 at 4% or $188,127 at 6%; with 100% employer match about $211,643 at 4% or $141,095 at 6%.
Lassahn Fiduciary Services 401(K) Plan-5$562,420$84,657$16,931iApproximate average salary by contribution assumption: employee only about $423,285 at 4% or $282,190 at 6%; with 50% employer match about $282,190 at 4% or $188,127 at 6%; with 100% employer match about $211,643 at 4% or $141,095 at 6%.
2018112$394,663$87,681$7,307iApproximate average salary by contribution assumption: employee only about $182,669 at 4% or $121,779 at 6%; with 50% employer match about $121,779 at 4% or $81,186 at 6%; with 100% employer match about $91,334 at 4% or $60,890 at 6%.
Lassahn Fiduciary Services 401(K) Plan-12$394,663$87,681$7,307iApproximate average salary by contribution assumption: employee only about $182,669 at 4% or $121,779 at 6%; with 50% employer match about $121,779 at 4% or $81,186 at 6%; with 100% employer match about $91,334 at 4% or $60,890 at 6%.
2017111$329,817$34,146$3,104iApproximate average salary by contribution assumption: employee only about $77,605 at 4% or $51,736 at 6%; with 50% employer match about $51,736 at 4% or $34,491 at 6%; with 100% employer match about $38,802 at 4% or $25,868 at 6%.
Lassahn Fiduciary Services 401(K) Plan-11$329,817$34,146$3,104iApproximate average salary by contribution assumption: employee only about $77,605 at 4% or $51,736 at 6%; with 50% employer match about $51,736 at 4% or $34,491 at 6%; with 100% employer match about $38,802 at 4% or $25,868 at 6%.
201618$243,034$31,060$3,883iApproximate average salary by contribution assumption: employee only about $97,063 at 4% or $64,708 at 6%; with 50% employer match about $64,708 at 4% or $43,139 at 6%; with 100% employer match about $48,531 at 4% or $32,354 at 6%.
Lassahn Fiduciary Services 401(K) Plan-8$243,034$31,060$3,883iApproximate average salary by contribution assumption: employee only about $97,063 at 4% or $64,708 at 6%; with 50% employer match about $64,708 at 4% or $43,139 at 6%; with 100% employer match about $48,531 at 4% or $32,354 at 6%.
201517$204,695$23,639$3,377iApproximate average salary by contribution assumption: employee only about $84,425 at 4% or $56,283 at 6%; with 50% employer match about $56,283 at 4% or $37,522 at 6%; with 100% employer match about $42,213 at 4% or $28,142 at 6%.
Lassahn Fiduciary Services 401(K) Plan-7$204,695$23,639$3,377iApproximate average salary by contribution assumption: employee only about $84,425 at 4% or $56,283 at 6%; with 50% employer match about $56,283 at 4% or $37,522 at 6%; with 100% employer match about $42,213 at 4% or $28,142 at 6%.
201417$185,657$21,493$3,070iApproximate average salary by contribution assumption: employee only about $76,761 at 4% or $51,174 at 6%; with 50% employer match about $51,174 at 4% or $34,116 at 6%; with 100% employer match about $38,380 at 4% or $25,587 at 6%.
Lassahn Fiduciary Services 401(K) Plan-7$185,657$21,493$3,070iApproximate average salary by contribution assumption: employee only about $76,761 at 4% or $51,174 at 6%; with 50% employer match about $51,174 at 4% or $34,116 at 6%; with 100% employer match about $38,380 at 4% or $25,587 at 6%.
201315$160,901$32,037$6,407iApproximate average salary by contribution assumption: employee only about $160,185 at 4% or $106,790 at 6%; with 50% employer match about $106,790 at 4% or $71,193 at 6%; with 100% employer match about $80,093 at 4% or $53,395 at 6%.
Lassahn Fiduciary Services 401(K) Plan-5$160,901$32,037$6,407iApproximate average salary by contribution assumption: employee only about $160,185 at 4% or $106,790 at 6%; with 50% employer match about $106,790 at 4% or $71,193 at 6%; with 100% employer match about $80,093 at 4% or $53,395 at 6%.
201216$113,181$36,710$6,118iApproximate average salary by contribution assumption: employee only about $152,958 at 4% or $101,972 at 6%; with 50% employer match about $101,972 at 4% or $67,981 at 6%; with 100% employer match about $76,479 at 4% or $50,986 at 6%.
Lassahn Fiduciary Services 401(K) Plan-6$113,181$36,710$6,118iApproximate average salary by contribution assumption: employee only about $152,958 at 4% or $101,972 at 6%; with 50% employer match about $101,972 at 4% or $67,981 at 6%; with 100% employer match about $76,479 at 4% or $50,986 at 6%.
201114$68,086$36,840$9,210iApproximate average salary by contribution assumption: employee only about $230,250 at 4% or $153,500 at 6%; with 50% employer match about $153,500 at 4% or $102,333 at 6%; with 100% employer match about $115,125 at 4% or $76,750 at 6%.
Lassahn Fiduciary Services 401(K) Plan-4$68,086$36,840$9,210iApproximate average salary by contribution assumption: employee only about $230,250 at 4% or $153,500 at 6%; with 50% employer match about $153,500 at 4% or $102,333 at 6%; with 100% employer match about $115,125 at 4% or $76,750 at 6%.