Lodestone Real Estate LLC
Plan context: Lodestone Real Estate LLC 401 K Profit Sharing Plan Trust
EIN 45-5063926 • Charlotte, NC • 4 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$25,828
2018 Contributions
$4,322
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $4,322 | - |
| Lodestone Real Estate LLC 401 K Profit Sharing Plan Trust | - | 0 | $0 | $4,322 | - |
| 2017 | 1 | 3 | $25,828 | $14,076 | $4,692iApproximate average salary by contribution assumption: employee only about $117,300 at 4% or $78,200 at 6%; with 50% employer match about $78,200 at 4% or $52,133 at 6%; with 100% employer match about $58,650 at 4% or $39,100 at 6%. |
| Lodestone Real Estate LLC 401 K Profit Sharing Plan Trust | - | 3 | $25,828 | $14,076 | $4,692iApproximate average salary by contribution assumption: employee only about $117,300 at 4% or $78,200 at 6%; with 50% employer match about $78,200 at 4% or $52,133 at 6%; with 100% employer match about $58,650 at 4% or $39,100 at 6%. |
| 2016 | 1 | 2 | $8,989 | $4,320 | $2,160iApproximate average salary by contribution assumption: employee only about $54,000 at 4% or $36,000 at 6%; with 50% employer match about $36,000 at 4% or $24,000 at 6%; with 100% employer match about $27,000 at 4% or $18,000 at 6%. |
| Lodestone Real Estate LLC 401 K Profit Sharing Plan Trust | - | 2 | $8,989 | $4,320 | $2,160iApproximate average salary by contribution assumption: employee only about $54,000 at 4% or $36,000 at 6%; with 50% employer match about $36,000 at 4% or $24,000 at 6%; with 100% employer match about $27,000 at 4% or $18,000 at 6%. |
| 2015 | 1 | 2 | $4,063 | $5,311 | $2,656iApproximate average salary by contribution assumption: employee only about $66,388 at 4% or $44,258 at 6%; with 50% employer match about $44,258 at 4% or $29,506 at 6%; with 100% employer match about $33,194 at 4% or $22,129 at 6%. |
| Lodestone Real Estate LLC 401 K Profit Sharing Plan Trust | - | 2 | $4,063 | $5,311 | $2,656iApproximate average salary by contribution assumption: employee only about $66,388 at 4% or $44,258 at 6%; with 50% employer match about $44,258 at 4% or $29,506 at 6%; with 100% employer match about $33,194 at 4% or $22,129 at 6%. |