Civic Intelligence

Lyle Hunter Financial & Tax Serv

Plan context: Lyle Hunter Financial & Tax Services Inc 401K Plan

EIN 45-5063012 • Bonita, CA • 12 filings • 1 plans

5012 Central Ave Ste GBonita, CA 91902
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$447,172

2025 Contributions

$32,395

Historical Graphs

Total Assets Over Time

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

$447,172$223,586$0201420202025YearValue
$447,172Latest year 2025

Participants Over Time

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

110201420202025YearValue
1Latest 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
202511$447,172$32,395$32,395iApproximate average salary by contribution assumption: employee only about $809,875 at 4% or $539,917 at 6%; with 50% employer match about $539,917 at 4% or $359,944 at 6%; with 100% employer match about $404,938 at 4% or $269,958 at 6%.
Lyle Hunter Financial & Tax Services Inc 401K Plan-1$447,172$32,395$32,395iApproximate average salary by contribution assumption: employee only about $809,875 at 4% or $539,917 at 6%; with 50% employer match about $539,917 at 4% or $359,944 at 6%; with 100% employer match about $404,938 at 4% or $269,958 at 6%.
202411$354,073$24,887$24,887iApproximate average salary by contribution assumption: employee only about $622,175 at 4% or $414,783 at 6%; with 50% employer match about $414,783 at 4% or $276,522 at 6%; with 100% employer match about $311,088 at 4% or $207,392 at 6%.
Lyle Hunter Financial & Tax Services Inc 401K Plan-1$354,073$24,887$24,887iApproximate average salary by contribution assumption: employee only about $622,175 at 4% or $414,783 at 6%; with 50% employer match about $414,783 at 4% or $276,522 at 6%; with 100% employer match about $311,088 at 4% or $207,392 at 6%.
202311$270,316$29,548$29,548iApproximate average salary by contribution assumption: employee only about $738,700 at 4% or $492,467 at 6%; with 50% employer match about $492,467 at 4% or $328,311 at 6%; with 100% employer match about $369,350 at 4% or $246,233 at 6%.
Lyle Hunter Financial & Tax Services Inc 401K Plan-1$270,316$29,548$29,548iApproximate average salary by contribution assumption: employee only about $738,700 at 4% or $492,467 at 6%; with 50% employer match about $492,467 at 4% or $328,311 at 6%; with 100% employer match about $369,350 at 4% or $246,233 at 6%.
202211$195,870$27,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
Lyle Hunter Financial & Tax Services Inc 401K Plan-1$195,870$27,000$27,000iApproximate average salary by contribution assumption: employee only about $675,000 at 4% or $450,000 at 6%; with 50% employer match about $450,000 at 4% or $300,000 at 6%; with 100% employer match about $337,500 at 4% or $225,000 at 6%.
202111$208,796$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%.
Lyle Hunter Financial & Tax Services Inc 401K Plan-1$208,796$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$153,315$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%.
Lyle Hunter Financial & Tax Services Inc 401K Plan-1$153,315$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%.
201911$106,984$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Lyle Hunter Financial & Tax Services Inc 401K Plan-1$106,984$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201811$64,622$16,929$16,929iApproximate average salary by contribution assumption: employee only about $423,225 at 4% or $282,150 at 6%; with 50% employer match about $282,150 at 4% or $188,100 at 6%; with 100% employer match about $211,613 at 4% or $141,075 at 6%.
Lyle Hunter Financial & Tax Services Inc 401K Plan-1$64,622$16,929$16,929iApproximate average salary by contribution assumption: employee only about $423,225 at 4% or $282,150 at 6%; with 50% employer match about $282,150 at 4% or $188,100 at 6%; with 100% employer match about $211,613 at 4% or $141,075 at 6%.
201711$50,021$18,270$18,270iApproximate average salary by contribution assumption: employee only about $456,750 at 4% or $304,500 at 6%; with 50% employer match about $304,500 at 4% or $203,000 at 6%; with 100% employer match about $228,375 at 4% or $152,250 at 6%.
Lyle Hunter Financial & Tax Services Inc 401K Plan-1$50,021$18,270$18,270iApproximate average salary by contribution assumption: employee only about $456,750 at 4% or $304,500 at 6%; with 50% employer match about $304,500 at 4% or $203,000 at 6%; with 100% employer match about $228,375 at 4% or $152,250 at 6%.
201611$24,714$11,025$11,025iApproximate average salary by contribution assumption: employee only about $275,625 at 4% or $183,750 at 6%; with 50% employer match about $183,750 at 4% or $122,500 at 6%; with 100% employer match about $137,813 at 4% or $91,875 at 6%.
Lyle Hunter Financial & Tax Services Inc 401K Plan-1$24,714$11,025$11,025iApproximate average salary by contribution assumption: employee only about $275,625 at 4% or $183,750 at 6%; with 50% employer match about $183,750 at 4% or $122,500 at 6%; with 100% employer match about $137,813 at 4% or $91,875 at 6%.
201511$12,020$9,900$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
Lyle Hunter Financial & Tax Services Inc 401K Plan-1$12,020$9,900$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
201411$2,319$2,250$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
Lyle Hunter Financial & Tax Services Inc 401K Plan-1$2,319$2,250$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.