Civic Intelligence

Lizzy James Design Inc

Plan context: LIZZY JAMES DESIGNS, INC. 401 (K) PROFIT SHARING PLAN & TR

EIN 46-5255547 • Rancho Santa Fe, CA • 20 filings • 8 plans

92091Suite 302Rancho Santa Fe, CA 92091
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$93,537

2024 Contributions

$525

Historical Graphs

Total Assets Over Time

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

$1,379,950$689,975$0201520202024YearValue
$93,537Latest year 2024

Participants Over Time

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

35180201520202024YearValue
7Latest 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
202427$93,537$525$75iApproximate average salary by contribution assumption: employee only about $1,875 at 4% or $1,250 at 6%; with 50% employer match about $1,250 at 4% or $833 at 6%; with 100% employer match about $938 at 4% or $625 at 6%.
LIZZY JAMES DESIGNS, INC. 401 (K) PROFIT SHARING PLAN & TR-7$54,294$525$75iApproximate average salary by contribution assumption: employee only about $1,875 at 4% or $1,250 at 6%; with 50% employer match about $1,250 at 4% or $833 at 6%; with 100% employer match about $938 at 4% or $625 at 6%.
LIZZY JAMES DESIGNS, INC. CASH BALANCE PENSION PLAN-1$39,243$0-
2023215$318,493$17,205$1,147iApproximate average salary by contribution assumption: employee only about $28,675 at 4% or $19,117 at 6%; with 50% employer match about $19,117 at 4% or $12,744 at 6%; with 100% employer match about $14,338 at 4% or $9,558 at 6%.
LIZZY JAMES DESIGNS, INC. 401 (K) PROFIT SHARING PLAN & TR-15$284,659$17,205$1,147iApproximate average salary by contribution assumption: employee only about $28,675 at 4% or $19,117 at 6%; with 50% employer match about $19,117 at 4% or $12,744 at 6%; with 100% employer match about $14,338 at 4% or $9,558 at 6%.
LIZZY JAMES DESIGNS, INC. CASH BALANCE PENSION PLAN-1$33,834$0-
2022216$286,601$21,976$1,374iApproximate average salary by contribution assumption: employee only about $34,338 at 4% or $22,892 at 6%; with 50% employer match about $22,892 at 4% or $15,261 at 6%; with 100% employer match about $17,169 at 4% or $11,446 at 6%.
LIZZY JAMES DESIGNS, INC. 401 (K) PROFIT SHARING PLAN & TR-16$247,162$21,976$1,374iApproximate average salary by contribution assumption: employee only about $34,338 at 4% or $22,892 at 6%; with 50% employer match about $22,892 at 4% or $15,261 at 6%; with 100% employer match about $17,169 at 4% or $11,446 at 6%.
LIZZY JAMES DESIGNS, INC. CASH BALANCE PENSION PLAN-5$39,439$0-
2021233$380,638$60,560$1,835iApproximate average salary by contribution assumption: employee only about $45,879 at 4% or $30,586 at 6%; with 50% employer match about $30,586 at 4% or $20,391 at 6%; with 100% employer match about $22,939 at 4% or $15,293 at 6%.
LIZZY JAMES DESIGNS, INC. 401 (K) PROFIT SHARING PLAN & TR-33$332,457$60,560$1,835iApproximate average salary by contribution assumption: employee only about $45,879 at 4% or $30,586 at 6%; with 50% employer match about $30,586 at 4% or $20,391 at 6%; with 100% employer match about $22,939 at 4% or $15,293 at 6%.
LIZZY JAMES DESIGNS, INC. CASH BALANCE PENSION PLAN-8$48,181$0-
2020318$1,379,950$127,034$7,057iApproximate average salary by contribution assumption: employee only about $176,436 at 4% or $117,624 at 6%; with 50% employer match about $117,624 at 4% or $78,416 at 6%; with 100% employer match about $88,218 at 4% or $58,812 at 6%.
LIZZY JAMES DESIGNS, INC. CASH BALANCE PENSION PLAN-11$762,728--
Lizzy James Design Inc 401 K Profit Sharing Plan Trust-18$308,611$63,517$3,529iApproximate average salary by contribution assumption: employee only about $88,218 at 4% or $58,812 at 6%; with 50% employer match about $58,812 at 4% or $39,208 at 6%; with 100% employer match about $44,109 at 4% or $29,406 at 6%.
LIZZY JAMES DESIGNS INC. 401(K) PROFIT SHARING PLAN & TRUST-18$308,611$63,517$3,529iApproximate average salary by contribution assumption: employee only about $88,218 at 4% or $58,812 at 6%; with 50% employer match about $58,812 at 4% or $39,208 at 6%; with 100% employer match about $44,109 at 4% or $29,406 at 6%.
2019230$1,373,415$67,523$2,251iApproximate average salary by contribution assumption: employee only about $56,269 at 4% or $37,513 at 6%; with 50% employer match about $37,513 at 4% or $25,009 at 6%; with 100% employer match about $28,135 at 4% or $18,756 at 6%.
LIZZY JAMES DESIGNS, INC. CASH BALANCE PENSION PLAN-30$739,811--
LIZZY JAMES DESIGNS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN-28$633,604$67,523$2,412iApproximate average salary by contribution assumption: employee only about $60,288 at 4% or $40,192 at 6%; with 50% employer match about $40,192 at 4% or $26,795 at 6%; with 100% employer match about $30,144 at 4% or $20,096 at 6%.
2018235$1,291,452$288,804$8,252iApproximate average salary by contribution assumption: employee only about $206,289 at 4% or $137,526 at 6%; with 50% employer match about $137,526 at 4% or $91,684 at 6%; with 100% employer match about $103,144 at 4% or $68,763 at 6%.
LIZZY JAMES DESIGNS, INC. CASH BALANCE PENSION PLAN-28$695,998$124,876$4,460iApproximate average salary by contribution assumption: employee only about $111,496 at 4% or $74,331 at 6%; with 50% employer match about $74,331 at 4% or $49,554 at 6%; with 100% employer match about $55,748 at 4% or $37,165 at 6%.
LIZZY JAMES DESIGNS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN-35$595,454$163,928$4,684iApproximate average salary by contribution assumption: employee only about $117,091 at 4% or $78,061 at 6%; with 50% employer match about $78,061 at 4% or $52,041 at 6%; with 100% employer match about $58,546 at 4% or $39,030 at 6%.
2017220$571,981$243,959$12,198iApproximate average salary by contribution assumption: employee only about $304,949 at 4% or $203,299 at 6%; with 50% employer match about $203,299 at 4% or $135,533 at 6%; with 100% employer match about $152,474 at 4% or $101,650 at 6%.
LIZZY JAMES DESIGNS, INC. CASH BALANCE PENSION PLAN-20$571,981$240,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Lizzy James Design Inc 401 K Profit Sharing Plan Trust-0$0$3,959-
201626$404,530$392,244$65,374iApproximate average salary by contribution assumption: employee only about $1,634,350 at 4% or $1,089,567 at 6%; with 50% employer match about $1,089,567 at 4% or $726,378 at 6%; with 100% employer match about $817,175 at 4% or $544,783 at 6%.
LIZZY JAMES DESIGNS INC. CASH BALANCE PENSION PLAN-6$323,000$323,000$53,833iApproximate average salary by contribution assumption: employee only about $1,345,833 at 4% or $897,222 at 6%; with 50% employer match about $897,222 at 4% or $598,148 at 6%; with 100% employer match about $672,917 at 4% or $448,611 at 6%.
Lizzy James Design Inc 401 K Profit Sharing Plan Trust-6$81,530$69,244$11,541iApproximate average salary by contribution assumption: employee only about $288,517 at 4% or $192,344 at 6%; with 50% employer match about $192,344 at 4% or $128,230 at 6%; with 100% employer match about $144,258 at 4% or $96,172 at 6%.
201514$10,238$10,329$2,582iApproximate average salary by contribution assumption: employee only about $64,556 at 4% or $43,038 at 6%; with 50% employer match about $43,038 at 4% or $28,692 at 6%; with 100% employer match about $32,278 at 4% or $21,519 at 6%.
Lizzy James Design Inc 401 K Profit Sharing Plan Trust-4$10,238$10,329$2,582iApproximate average salary by contribution assumption: employee only about $64,556 at 4% or $43,038 at 6%; with 50% employer match about $43,038 at 4% or $28,692 at 6%; with 100% employer match about $32,278 at 4% or $21,519 at 6%.