Civic Intelligence

Litman/Gregory & Company LLC

Plan context: Litman/Gregory & Company LLC 401K Profit Sharing Plan

EIN 68-0362255 • El Segundo, CA • 22 filings • 4 plans

1600 E. Franklin AveSuite DEl Segundo, CA 90245
Current Snapshot

Latest Year

2020

2020 Participants

77

2020 Assets

$30,364,762

2020 Contributions

$1,261,766

Historical Graphs

Total Assets Over Time

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

$30,364,762$15,182,381$0199920102020YearValue
$30,364,762Latest year 2020

Participants Over Time

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

83420199920102020YearValue
77Latest year 2020

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
2020177$30,364,762$1,261,766$16,387iApproximate average salary by contribution assumption: employee only about $409,664 at 4% or $273,110 at 6%; with 50% employer match about $273,110 at 4% or $182,073 at 6%; with 100% employer match about $204,832 at 4% or $136,555 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-77$30,364,762$1,261,766$16,387iApproximate average salary by contribution assumption: employee only about $409,664 at 4% or $273,110 at 6%; with 50% employer match about $273,110 at 4% or $182,073 at 6%; with 100% employer match about $204,832 at 4% or $136,555 at 6%.
2019174$25,949,158$2,783,563$37,616iApproximate average salary by contribution assumption: employee only about $940,393 at 4% or $626,929 at 6%; with 50% employer match about $626,929 at 4% or $417,952 at 6%; with 100% employer match about $470,196 at 4% or $313,464 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-74$25,949,158$2,783,563$37,616iApproximate average salary by contribution assumption: employee only about $940,393 at 4% or $626,929 at 6%; with 50% employer match about $626,929 at 4% or $417,952 at 6%; with 100% employer match about $470,196 at 4% or $313,464 at 6%.
2018173$20,157,240$1,568,253$21,483iApproximate average salary by contribution assumption: employee only about $537,073 at 4% or $358,049 at 6%; with 50% employer match about $358,049 at 4% or $238,699 at 6%; with 100% employer match about $268,536 at 4% or $179,024 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-73$20,157,240$1,568,253$21,483iApproximate average salary by contribution assumption: employee only about $537,073 at 4% or $358,049 at 6%; with 50% employer match about $358,049 at 4% or $238,699 at 6%; with 100% employer match about $268,536 at 4% or $179,024 at 6%.
2017181$20,747,865$1,549,226$19,126iApproximate average salary by contribution assumption: employee only about $478,156 at 4% or $318,771 at 6%; with 50% employer match about $318,771 at 4% or $212,514 at 6%; with 100% employer match about $239,078 at 4% or $159,385 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-81$20,747,865$1,549,226$19,126iApproximate average salary by contribution assumption: employee only about $478,156 at 4% or $318,771 at 6%; with 50% employer match about $318,771 at 4% or $212,514 at 6%; with 100% employer match about $239,078 at 4% or $159,385 at 6%.
2016183$18,670,684$1,445,757$17,419iApproximate average salary by contribution assumption: employee only about $435,469 at 4% or $290,313 at 6%; with 50% employer match about $290,313 at 4% or $193,542 at 6%; with 100% employer match about $217,734 at 4% or $145,156 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-83$18,670,684$1,445,757$17,419iApproximate average salary by contribution assumption: employee only about $435,469 at 4% or $290,313 at 6%; with 50% employer match about $290,313 at 4% or $193,542 at 6%; with 100% employer match about $217,734 at 4% or $145,156 at 6%.
2015163$18,908,875$1,503,357$23,863iApproximate average salary by contribution assumption: employee only about $596,570 at 4% or $397,713 at 6%; with 50% employer match about $397,713 at 4% or $265,142 at 6%; with 100% employer match about $298,285 at 4% or $198,857 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-63$18,908,875$1,503,357$23,863iApproximate average salary by contribution assumption: employee only about $596,570 at 4% or $397,713 at 6%; with 50% employer match about $397,713 at 4% or $265,142 at 6%; with 100% employer match about $298,285 at 4% or $198,857 at 6%.
2014167$18,039,108$1,439,342$21,483iApproximate average salary by contribution assumption: employee only about $537,068 at 4% or $358,045 at 6%; with 50% employer match about $358,045 at 4% or $238,697 at 6%; with 100% employer match about $268,534 at 4% or $179,023 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-67$18,039,108$1,439,342$21,483iApproximate average salary by contribution assumption: employee only about $537,068 at 4% or $358,045 at 6%; with 50% employer match about $358,045 at 4% or $238,697 at 6%; with 100% employer match about $268,534 at 4% or $179,023 at 6%.
2013159$16,164,596$1,296,317$21,971iApproximate average salary by contribution assumption: employee only about $549,287 at 4% or $366,191 at 6%; with 50% employer match about $366,191 at 4% or $244,127 at 6%; with 100% employer match about $274,643 at 4% or $183,096 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-59$16,164,596$1,296,317$21,971iApproximate average salary by contribution assumption: employee only about $549,287 at 4% or $366,191 at 6%; with 50% employer match about $366,191 at 4% or $244,127 at 6%; with 100% employer match about $274,643 at 4% or $183,096 at 6%.
2012150$13,676,342$1,165,356$23,307iApproximate average salary by contribution assumption: employee only about $582,678 at 4% or $388,452 at 6%; with 50% employer match about $388,452 at 4% or $258,968 at 6%; with 100% employer match about $291,339 at 4% or $194,226 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-50$13,676,342$1,165,356$23,307iApproximate average salary by contribution assumption: employee only about $582,678 at 4% or $388,452 at 6%; with 50% employer match about $388,452 at 4% or $258,968 at 6%; with 100% employer match about $291,339 at 4% or $194,226 at 6%.
2011145$10,203,843$1,039,203$23,093iApproximate average salary by contribution assumption: employee only about $577,335 at 4% or $384,890 at 6%; with 50% employer match about $384,890 at 4% or $256,593 at 6%; with 100% employer match about $288,668 at 4% or $192,445 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-45$10,203,843$1,039,203$23,093iApproximate average salary by contribution assumption: employee only about $577,335 at 4% or $384,890 at 6%; with 50% employer match about $384,890 at 4% or $256,593 at 6%; with 100% employer match about $288,668 at 4% or $192,445 at 6%.
2010142$10,446,730$870,651$20,730iApproximate average salary by contribution assumption: employee only about $518,245 at 4% or $345,496 at 6%; with 50% employer match about $345,496 at 4% or $230,331 at 6%; with 100% employer match about $259,122 at 4% or $172,748 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-42$10,446,730$870,651$20,730iApproximate average salary by contribution assumption: employee only about $518,245 at 4% or $345,496 at 6%; with 50% employer match about $345,496 at 4% or $230,331 at 6%; with 100% employer match about $259,122 at 4% or $172,748 at 6%.
2009143$9,022,297$787,558$18,315iApproximate average salary by contribution assumption: employee only about $457,883 at 4% or $305,255 at 6%; with 50% employer match about $305,255 at 4% or $203,503 at 6%; with 100% employer match about $228,941 at 4% or $152,628 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-43$9,022,297$787,558$18,315iApproximate average salary by contribution assumption: employee only about $457,883 at 4% or $305,255 at 6%; with 50% employer match about $305,255 at 4% or $203,503 at 6%; with 100% employer match about $228,941 at 4% or $152,628 at 6%.
2008144$6,443,643$949,485$21,579iApproximate average salary by contribution assumption: employee only about $539,480 at 4% or $359,653 at 6%; with 50% employer match about $359,653 at 4% or $239,769 at 6%; with 100% employer match about $269,740 at 4% or $179,827 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-44$6,443,643$949,485$21,579iApproximate average salary by contribution assumption: employee only about $539,480 at 4% or $359,653 at 6%; with 50% employer match about $359,653 at 4% or $239,769 at 6%; with 100% employer match about $269,740 at 4% or $179,827 at 6%.
2007138$8,071,549$993,844$26,154iApproximate average salary by contribution assumption: employee only about $653,845 at 4% or $435,896 at 6%; with 50% employer match about $435,896 at 4% or $290,598 at 6%; with 100% employer match about $326,922 at 4% or $217,948 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-38$8,071,549$993,844$26,154iApproximate average salary by contribution assumption: employee only about $653,845 at 4% or $435,896 at 6%; with 50% employer match about $435,896 at 4% or $290,598 at 6%; with 100% employer match about $326,922 at 4% or $217,948 at 6%.
2006134$6,575,278$819,219$24,095iApproximate average salary by contribution assumption: employee only about $602,367 at 4% or $401,578 at 6%; with 50% employer match about $401,578 at 4% or $267,719 at 6%; with 100% employer match about $301,183 at 4% or $200,789 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-34$6,575,278$819,219$24,095iApproximate average salary by contribution assumption: employee only about $602,367 at 4% or $401,578 at 6%; with 50% employer match about $401,578 at 4% or $267,719 at 6%; with 100% employer match about $301,183 at 4% or $200,789 at 6%.
2005131$5,135,562$1,047,140$33,779iApproximate average salary by contribution assumption: employee only about $844,468 at 4% or $562,978 at 6%; with 50% employer match about $562,978 at 4% or $375,319 at 6%; with 100% employer match about $422,234 at 4% or $281,489 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-31$5,135,562$1,047,140$33,779iApproximate average salary by contribution assumption: employee only about $844,468 at 4% or $562,978 at 6%; with 50% employer match about $562,978 at 4% or $375,319 at 6%; with 100% employer match about $422,234 at 4% or $281,489 at 6%.
2004126$3,728,603$557,698$21,450iApproximate average salary by contribution assumption: employee only about $536,248 at 4% or $357,499 at 6%; with 50% employer match about $357,499 at 4% or $238,332 at 6%; with 100% employer match about $268,124 at 4% or $178,749 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-26$3,728,603$557,698$21,450iApproximate average salary by contribution assumption: employee only about $536,248 at 4% or $357,499 at 6%; with 50% employer match about $357,499 at 4% or $238,332 at 6%; with 100% employer match about $268,124 at 4% or $178,749 at 6%.
2003125$2,794,408$453,852$18,154iApproximate average salary by contribution assumption: employee only about $453,852 at 4% or $302,568 at 6%; with 50% employer match about $302,568 at 4% or $201,712 at 6%; with 100% employer match about $226,926 at 4% or $151,284 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-25$2,794,408$453,852$18,154iApproximate average salary by contribution assumption: employee only about $453,852 at 4% or $302,568 at 6%; with 50% employer match about $302,568 at 4% or $201,712 at 6%; with 100% employer match about $226,926 at 4% or $151,284 at 6%.
2002120$1,796,560$347,913$17,396iApproximate average salary by contribution assumption: employee only about $434,891 at 4% or $289,928 at 6%; with 50% employer match about $289,928 at 4% or $193,285 at 6%; with 100% employer match about $217,446 at 4% or $144,964 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-20$1,796,560$347,913$17,396iApproximate average salary by contribution assumption: employee only about $434,891 at 4% or $289,928 at 6%; with 50% employer match about $289,928 at 4% or $193,285 at 6%; with 100% employer match about $217,446 at 4% or $144,964 at 6%.
2001118$0$0-
Litman/Gregory & Company LLC 401K Profit Sharing Plan-18---
2000117$1,405,253$262,815$15,460iApproximate average salary by contribution assumption: employee only about $386,493 at 4% or $257,662 at 6%; with 50% employer match about $257,662 at 4% or $171,775 at 6%; with 100% employer match about $193,246 at 4% or $128,831 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-17$1,405,253$262,815$15,460iApproximate average salary by contribution assumption: employee only about $386,493 at 4% or $257,662 at 6%; with 50% employer match about $257,662 at 4% or $171,775 at 6%; with 100% employer match about $193,246 at 4% or $128,831 at 6%.
1999112$1,267,182$169,703$14,142iApproximate average salary by contribution assumption: employee only about $353,548 at 4% or $235,699 at 6%; with 50% employer match about $235,699 at 4% or $157,132 at 6%; with 100% employer match about $176,774 at 4% or $117,849 at 6%.
Litman/Gregory & Company LLC 401K Profit Sharing Plan-12$1,267,182$169,703$14,142iApproximate average salary by contribution assumption: employee only about $353,548 at 4% or $235,699 at 6%; with 50% employer match about $235,699 at 4% or $157,132 at 6%; with 100% employer match about $176,774 at 4% or $117,849 at 6%.
Litman/Gregory & Company LLC | EIN 68-0362255 | 2020 Form 5500 Company Profile