LAMORINDA DEVELOPMENT AND INVESTMENT
Plan context: LAMORINDA DEVELOPMENT & INVESTMENT 401(K) PLAN
EIN 68-0298887 • Lafayette, CA • 17 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$6,348,491
2024 Contributions
$211,674
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 6 | $6,348,491 | $211,674 | $35,279iApproximate average salary by contribution assumption: employee only about $881,975 at 4% or $587,983 at 6%; with 50% employer match about $587,983 at 4% or $391,989 at 6%; with 100% employer match about $440,988 at 4% or $293,992 at 6%. |
| LAMORINDA DEVELOPMENT & INVESTMENT 401(K) PLAN | - | 6 | $6,348,491 | $211,674 | $35,279iApproximate average salary by contribution assumption: employee only about $881,975 at 4% or $587,983 at 6%; with 50% employer match about $587,983 at 4% or $391,989 at 6%; with 100% employer match about $440,988 at 4% or $293,992 at 6%. |
| 2023 | 1 | 6 | $5,516,713 | $207,065 | $34,511iApproximate average salary by contribution assumption: employee only about $862,771 at 4% or $575,181 at 6%; with 50% employer match about $575,181 at 4% or $383,454 at 6%; with 100% employer match about $431,385 at 4% or $287,590 at 6%. |
| LAMORINDA DEVELOPMENT & INVESTMENT 401(K) PLAN | - | 6 | $5,516,713 | $207,065 | $34,511iApproximate average salary by contribution assumption: employee only about $862,771 at 4% or $575,181 at 6%; with 50% employer match about $575,181 at 4% or $383,454 at 6%; with 100% employer match about $431,385 at 4% or $287,590 at 6%. |
| 2022 | 1 | 6 | $4,636,691 | $208,517 | $34,753iApproximate average salary by contribution assumption: employee only about $868,821 at 4% or $579,214 at 6%; with 50% employer match about $579,214 at 4% or $386,143 at 6%; with 100% employer match about $434,410 at 4% or $289,607 at 6%. |
| LAMORINDA DEVELOPMENT & INVESTMENT 401(K) PLAN | - | 6 | $4,636,691 | $208,517 | $34,753iApproximate average salary by contribution assumption: employee only about $868,821 at 4% or $579,214 at 6%; with 50% employer match about $579,214 at 4% or $386,143 at 6%; with 100% employer match about $434,410 at 4% or $289,607 at 6%. |
| 2021 | 1 | 6 | $5,239,184 | $184,260 | $30,710iApproximate average salary by contribution assumption: employee only about $767,750 at 4% or $511,833 at 6%; with 50% employer match about $511,833 at 4% or $341,222 at 6%; with 100% employer match about $383,875 at 4% or $255,917 at 6%. |
| LAMORINDA DEVELOPMENT & INVESTMENT 401(K) PLAN | - | 6 | $5,239,184 | $184,260 | $30,710iApproximate average salary by contribution assumption: employee only about $767,750 at 4% or $511,833 at 6%; with 50% employer match about $511,833 at 4% or $341,222 at 6%; with 100% employer match about $383,875 at 4% or $255,917 at 6%. |
| 2020 | 1 | 6 | $4,394,135 | $185,564 | $30,927iApproximate average salary by contribution assumption: employee only about $773,183 at 4% or $515,456 at 6%; with 50% employer match about $515,456 at 4% or $343,637 at 6%; with 100% employer match about $386,592 at 4% or $257,728 at 6%. |
| LAMORINDA DEVELOPMENT & INVESTMENT 401(K) PLAN | - | 6 | $4,394,135 | $185,564 | $30,927iApproximate average salary by contribution assumption: employee only about $773,183 at 4% or $515,456 at 6%; with 50% employer match about $515,456 at 4% or $343,637 at 6%; with 100% employer match about $386,592 at 4% or $257,728 at 6%. |
| 2019 | 1 | 6 | $3,677,126 | $183,753 | $30,626iApproximate average salary by contribution assumption: employee only about $765,638 at 4% or $510,425 at 6%; with 50% employer match about $510,425 at 4% or $340,283 at 6%; with 100% employer match about $382,819 at 4% or $255,213 at 6%. |
| LAMORINDA DEVELOPMENT & INVESTMENT 401(K) PLAN | - | 6 | $3,677,126 | $183,753 | $30,626iApproximate average salary by contribution assumption: employee only about $765,638 at 4% or $510,425 at 6%; with 50% employer match about $510,425 at 4% or $340,283 at 6%; with 100% employer match about $382,819 at 4% or $255,213 at 6%. |
| 2018 | 1 | 6 | $2,769,623 | $180,079 | $30,013iApproximate average salary by contribution assumption: employee only about $750,329 at 4% or $500,219 at 6%; with 50% employer match about $500,219 at 4% or $333,480 at 6%; with 100% employer match about $375,165 at 4% or $250,110 at 6%. |
| LAMORINDA DEVELOPMENT & INVESTMENT 401(K) PLAN | - | 6 | $2,769,623 | $180,079 | $30,013iApproximate average salary by contribution assumption: employee only about $750,329 at 4% or $500,219 at 6%; with 50% employer match about $500,219 at 4% or $333,480 at 6%; with 100% employer match about $375,165 at 4% or $250,110 at 6%. |
| 2017 | 1 | 6 | $2,856,779 | $172,951 | $28,825iApproximate average salary by contribution assumption: employee only about $720,629 at 4% or $480,419 at 6%; with 50% employer match about $480,419 at 4% or $320,280 at 6%; with 100% employer match about $360,315 at 4% or $240,210 at 6%. |
| LAMORINDA DEVELOPMENT & INVESTMENT 401(K) PLAN | - | 6 | $2,856,779 | $172,951 | $28,825iApproximate average salary by contribution assumption: employee only about $720,629 at 4% or $480,419 at 6%; with 50% employer match about $480,419 at 4% or $320,280 at 6%; with 100% employer match about $360,315 at 4% or $240,210 at 6%. |
| 2016 | 1 | 7 | $2,533,115 | $175,983 | $25,140iApproximate average salary by contribution assumption: employee only about $628,511 at 4% or $419,007 at 6%; with 50% employer match about $419,007 at 4% or $279,338 at 6%; with 100% employer match about $314,255 at 4% or $209,504 at 6%. |
| LAMORINDA DEVELOPMENT & INVESTMENT 401 (K) PLAN | - | 7 | $2,533,115 | $175,983 | $25,140iApproximate average salary by contribution assumption: employee only about $628,511 at 4% or $419,007 at 6%; with 50% employer match about $419,007 at 4% or $279,338 at 6%; with 100% employer match about $314,255 at 4% or $209,504 at 6%. |
| 2015 | 1 | 8 | $2,487,782 | $262,013 | $32,752iApproximate average salary by contribution assumption: employee only about $818,791 at 4% or $545,860 at 6%; with 50% employer match about $545,860 at 4% or $363,907 at 6%; with 100% employer match about $409,395 at 4% or $272,930 at 6%. |
| LAMORINDA DEVELOPMENT & INVESTMENT 401 (K) PLAN | - | 8 | $2,487,782 | $262,013 | $32,752iApproximate average salary by contribution assumption: employee only about $818,791 at 4% or $545,860 at 6%; with 50% employer match about $545,860 at 4% or $363,907 at 6%; with 100% employer match about $409,395 at 4% or $272,930 at 6%. |
| 2014 | 1 | 8 | $2,582,330 | $221,845 | $27,731iApproximate average salary by contribution assumption: employee only about $693,266 at 4% or $462,177 at 6%; with 50% employer match about $462,177 at 4% or $308,118 at 6%; with 100% employer match about $346,633 at 4% or $231,089 at 6%. |
| LAMORINDA DEVELOPMENT & INVESTMENT 401 (K) PLAN | - | 8 | $2,582,330 | $221,845 | $27,731iApproximate average salary by contribution assumption: employee only about $693,266 at 4% or $462,177 at 6%; with 50% employer match about $462,177 at 4% or $308,118 at 6%; with 100% employer match about $346,633 at 4% or $231,089 at 6%. |
| 2013 | 1 | 8 | $2,347,877 | $228,862 | $28,608iApproximate average salary by contribution assumption: employee only about $715,194 at 4% or $476,796 at 6%; with 50% employer match about $476,796 at 4% or $317,864 at 6%; with 100% employer match about $357,597 at 4% or $238,398 at 6%. |
| LAMORINDA DEVELOPMENT & INVESTMENT 401 (K) PLAN | - | 8 | $2,347,877 | $228,862 | $28,608iApproximate average salary by contribution assumption: employee only about $715,194 at 4% or $476,796 at 6%; with 50% employer match about $476,796 at 4% or $317,864 at 6%; with 100% employer match about $357,597 at 4% or $238,398 at 6%. |
| 2012 | 1 | 8 | $1,720,461 | $217,914 | $27,239iApproximate average salary by contribution assumption: employee only about $680,981 at 4% or $453,988 at 6%; with 50% employer match about $453,988 at 4% or $302,658 at 6%; with 100% employer match about $340,491 at 4% or $226,994 at 6%. |
| LAMORINDA DEVELOPMENT & INVESTMENT 401 (K) PLAN | - | 8 | $1,720,461 | $217,914 | $27,239iApproximate average salary by contribution assumption: employee only about $680,981 at 4% or $453,988 at 6%; with 50% employer match about $453,988 at 4% or $302,658 at 6%; with 100% employer match about $340,491 at 4% or $226,994 at 6%. |
| 2011 | 1 | 9 | $1,333,713 | $237,012 | $26,335iApproximate average salary by contribution assumption: employee only about $658,367 at 4% or $438,911 at 6%; with 50% employer match about $438,911 at 4% or $292,607 at 6%; with 100% employer match about $329,183 at 4% or $219,456 at 6%. |
| LAMORINDA DEVELOPMENT & INVESTMENT 401 (K) PLAN | - | 9 | $1,333,713 | $237,012 | $26,335iApproximate average salary by contribution assumption: employee only about $658,367 at 4% or $438,911 at 6%; with 50% employer match about $438,911 at 4% or $292,607 at 6%; with 100% employer match about $329,183 at 4% or $219,456 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Lamorinda Development & Investment 401K Plan | - | 7 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Lamorinda Development & Investment 401K Plan | - | 6 | - | - | - |
| 1999 | 1 | 5 | $249,605 | $68,986 | $13,797iApproximate average salary by contribution assumption: employee only about $344,930 at 4% or $229,953 at 6%; with 50% employer match about $229,953 at 4% or $153,302 at 6%; with 100% employer match about $172,465 at 4% or $114,977 at 6%. |
| Lamorinda Development & Investment 401K Plan | - | 5 | $249,605 | $68,986 | $13,797iApproximate average salary by contribution assumption: employee only about $344,930 at 4% or $229,953 at 6%; with 50% employer match about $229,953 at 4% or $153,302 at 6%; with 100% employer match about $172,465 at 4% or $114,977 at 6%. |