Lavelle & Associates Inc.
Plan context: Lavelle & Associates Inc. 401(K) Plan
EIN 47-2455317 • Del Mar, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$10,472
2025 Contributions
$1,096
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $10,472 | $0 | - |
| Lavelle & Associates Inc. 401(K) Plan | - | 1 | $10,472 | - | - |
| 2024 | 1 | 1 | $10,501 | $0 | - |
| Lavelle & Associates Inc. 401(K) Plan | - | 1 | $10,501 | - | - |
| 2023 | 1 | 1 | $8,227 | $1,096 | $1,096iApproximate average salary by contribution assumption: employee only about $27,400 at 4% or $18,267 at 6%; with 50% employer match about $18,267 at 4% or $12,178 at 6%; with 100% employer match about $13,700 at 4% or $9,133 at 6%. |
| Lavelle & Associates Inc. 401(K) Plan | - | 1 | $8,227 | $1,096 | $1,096iApproximate average salary by contribution assumption: employee only about $27,400 at 4% or $18,267 at 6%; with 50% employer match about $18,267 at 4% or $12,178 at 6%; with 100% employer match about $13,700 at 4% or $9,133 at 6%. |
| 2022 | 1 | 1 | $5,524 | $2,924 | $2,924iApproximate average salary by contribution assumption: employee only about $73,100 at 4% or $48,733 at 6%; with 50% employer match about $48,733 at 4% or $32,489 at 6%; with 100% employer match about $36,550 at 4% or $24,367 at 6%. |
| Lavelle & Associates Inc. 401(K) Plan | - | 1 | $5,524 | $2,924 | $2,924iApproximate average salary by contribution assumption: employee only about $73,100 at 4% or $48,733 at 6%; with 50% employer match about $48,733 at 4% or $32,489 at 6%; with 100% employer match about $36,550 at 4% or $24,367 at 6%. |
| 2021 | 1 | 2 | $3,376 | $5,228 | $2,614iApproximate average salary by contribution assumption: employee only about $65,350 at 4% or $43,567 at 6%; with 50% employer match about $43,567 at 4% or $29,044 at 6%; with 100% employer match about $32,675 at 4% or $21,783 at 6%. |
| Lavelle & Associates Inc. 401(K) Plan | - | 2 | $3,376 | $5,228 | $2,614iApproximate average salary by contribution assumption: employee only about $65,350 at 4% or $43,567 at 6%; with 50% employer match about $43,567 at 4% or $29,044 at 6%; with 100% employer match about $32,675 at 4% or $21,783 at 6%. |