Civic Intelligence

CONRAD LLP

Plan context: CONRAD LLP 401(K) PLAN

EIN 45-3339625 • Lake Forest, CA • 10 filings • 2 plans

23161 Lake Center Drive200Lake Forest, CA 92630
Current Snapshot

Latest Year

2025

2025 Participants

86

2025 Assets

$3,246,087

2025 Contributions

$467,519

Historical Graphs

Total Assets Over Time

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

$3,246,087$1,623,044$0201620212025YearValue
$3,246,087Latest year 2025

Participants Over Time

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

86430201620212025YearValue
86Latest 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
2025186$3,246,087$467,519$5,436iApproximate average salary by contribution assumption: employee only about $135,907 at 4% or $90,604 at 6%; with 50% employer match about $90,604 at 4% or $60,403 at 6%; with 100% employer match about $67,953 at 4% or $45,302 at 6%.
CONRAD LLP 401(K) PLAN-86$3,246,087$467,519$5,436iApproximate average salary by contribution assumption: employee only about $135,907 at 4% or $90,604 at 6%; with 50% employer match about $90,604 at 4% or $60,403 at 6%; with 100% employer match about $67,953 at 4% or $45,302 at 6%.
2024183$2,344,101$459,358$5,534iApproximate average salary by contribution assumption: employee only about $138,361 at 4% or $92,241 at 6%; with 50% employer match about $92,241 at 4% or $61,494 at 6%; with 100% employer match about $69,180 at 4% or $46,120 at 6%.
CONRAD LLP 401(K) PLAN-83$2,344,101$459,358$5,534iApproximate average salary by contribution assumption: employee only about $138,361 at 4% or $92,241 at 6%; with 50% employer match about $92,241 at 4% or $61,494 at 6%; with 100% employer match about $69,180 at 4% or $46,120 at 6%.
2023154$1,665,839$307,901$5,702iApproximate average salary by contribution assumption: employee only about $142,547 at 4% or $95,031 at 6%; with 50% employer match about $95,031 at 4% or $63,354 at 6%; with 100% employer match about $71,273 at 4% or $47,516 at 6%.
CONRAD LLP 401(K) PLAN-54$1,665,839$307,901$5,702iApproximate average salary by contribution assumption: employee only about $142,547 at 4% or $95,031 at 6%; with 50% employer match about $95,031 at 4% or $63,354 at 6%; with 100% employer match about $71,273 at 4% or $47,516 at 6%.
2022138$1,150,917$250,522$6,593iApproximate average salary by contribution assumption: employee only about $164,817 at 4% or $109,878 at 6%; with 50% employer match about $109,878 at 4% or $73,252 at 6%; with 100% employer match about $82,409 at 4% or $54,939 at 6%.
CONRAD LLP 401(K) PLAN-38$1,150,917$250,522$6,593iApproximate average salary by contribution assumption: employee only about $164,817 at 4% or $109,878 at 6%; with 50% employer match about $109,878 at 4% or $73,252 at 6%; with 100% employer match about $82,409 at 4% or $54,939 at 6%.
2021132$1,328,617$234,055$7,314iApproximate average salary by contribution assumption: employee only about $182,855 at 4% or $121,904 at 6%; with 50% employer match about $121,904 at 4% or $81,269 at 6%; with 100% employer match about $91,428 at 4% or $60,952 at 6%.
CONRAD LLP 401(K) PLAN-32$1,328,617$234,055$7,314iApproximate average salary by contribution assumption: employee only about $182,855 at 4% or $121,904 at 6%; with 50% employer match about $121,904 at 4% or $81,269 at 6%; with 100% employer match about $91,428 at 4% or $60,952 at 6%.
2020129$959,179$183,646$6,333iApproximate average salary by contribution assumption: employee only about $158,316 at 4% or $105,544 at 6%; with 50% employer match about $105,544 at 4% or $70,362 at 6%; with 100% employer match about $79,158 at 4% or $52,772 at 6%.
CONRAD LLP 401(K) PLAN-29$959,179$183,646$6,333iApproximate average salary by contribution assumption: employee only about $158,316 at 4% or $105,544 at 6%; with 50% employer match about $105,544 at 4% or $70,362 at 6%; with 100% employer match about $79,158 at 4% or $52,772 at 6%.
2019126$728,674$162,605$6,254iApproximate average salary by contribution assumption: employee only about $156,351 at 4% or $104,234 at 6%; with 50% employer match about $104,234 at 4% or $69,489 at 6%; with 100% employer match about $78,175 at 4% or $52,117 at 6%.
CONRAD LLP 401(K) PLAN-26$728,674$162,605$6,254iApproximate average salary by contribution assumption: employee only about $156,351 at 4% or $104,234 at 6%; with 50% employer match about $104,234 at 4% or $69,489 at 6%; with 100% employer match about $78,175 at 4% or $52,117 at 6%.
2018128$529,849$124,590$4,450iApproximate average salary by contribution assumption: employee only about $111,241 at 4% or $74,161 at 6%; with 50% employer match about $74,161 at 4% or $49,440 at 6%; with 100% employer match about $55,621 at 4% or $37,080 at 6%.
CONRAD LLP 401(K) PLAN-28$529,849$124,590$4,450iApproximate average salary by contribution assumption: employee only about $111,241 at 4% or $74,161 at 6%; with 50% employer match about $74,161 at 4% or $49,440 at 6%; with 100% employer match about $55,621 at 4% or $37,080 at 6%.
2017120$429,538$256,718$12,836iApproximate average salary by contribution assumption: employee only about $320,898 at 4% or $213,932 at 6%; with 50% employer match about $213,932 at 4% or $142,621 at 6%; with 100% employer match about $160,449 at 4% or $106,966 at 6%.
CONRAD LLP RETIREMENT TRUST-20$429,538$256,718$12,836iApproximate average salary by contribution assumption: employee only about $320,898 at 4% or $213,932 at 6%; with 50% employer match about $213,932 at 4% or $142,621 at 6%; with 100% employer match about $160,449 at 4% or $106,966 at 6%.
2016116$139,219$139,974$8,748iApproximate average salary by contribution assumption: employee only about $218,709 at 4% or $145,806 at 6%; with 50% employer match about $145,806 at 4% or $97,204 at 6%; with 100% employer match about $109,355 at 4% or $72,903 at 6%.
CONRAD LLP RETIREMENT TRUST-16$139,219$139,974$8,748iApproximate average salary by contribution assumption: employee only about $218,709 at 4% or $145,806 at 6%; with 50% employer match about $145,806 at 4% or $97,204 at 6%; with 100% employer match about $109,355 at 4% or $72,903 at 6%.