LODI HOUSE
Plan context: LODI HOUSE 401(K) PROFIT SHARING PLAN & TRUST
EIN 68-0435971 • Lodi, CA • 7 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
23
2025 Assets
$67,819
2025 Contributions
$13,885
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 | 23 | $67,819 | $13,885 | $604iApproximate average salary by contribution assumption: employee only about $15,092 at 4% or $10,062 at 6%; with 50% employer match about $10,062 at 4% or $6,708 at 6%; with 100% employer match about $7,546 at 4% or $5,031 at 6%. |
| LODI HOUSE 401(K) PROFIT SHARING PLAN & TRUST | - | 23 | $67,819 | $13,885 | $604iApproximate average salary by contribution assumption: employee only about $15,092 at 4% or $10,062 at 6%; with 50% employer match about $10,062 at 4% or $6,708 at 6%; with 100% employer match about $7,546 at 4% or $5,031 at 6%. |
| 2024 | 1 | 22 | $134,391 | $34,293 | $1,559iApproximate average salary by contribution assumption: employee only about $38,969 at 4% or $25,980 at 6%; with 50% employer match about $25,980 at 4% or $17,320 at 6%; with 100% employer match about $19,485 at 4% or $12,990 at 6%. |
| LODI HOUSE 401(K) PROFIT SHARING PLAN & TRUST | - | 22 | $134,391 | $34,293 | $1,559iApproximate average salary by contribution assumption: employee only about $38,969 at 4% or $25,980 at 6%; with 50% employer match about $25,980 at 4% or $17,320 at 6%; with 100% employer match about $19,485 at 4% or $12,990 at 6%. |
| 2023 | 1 | 22 | $90,612 | $33,129 | $1,506iApproximate average salary by contribution assumption: employee only about $37,647 at 4% or $25,098 at 6%; with 50% employer match about $25,098 at 4% or $16,732 at 6%; with 100% employer match about $18,823 at 4% or $12,549 at 6%. |
| LODI HOUSE 401(K) PROFIT SHARING PLAN & TRUST | - | 22 | $90,612 | $33,129 | $1,506iApproximate average salary by contribution assumption: employee only about $37,647 at 4% or $25,098 at 6%; with 50% employer match about $25,098 at 4% or $16,732 at 6%; with 100% employer match about $18,823 at 4% or $12,549 at 6%. |
| 2022 | 1 | 19 | $46,852 | $29,002 | $1,526iApproximate average salary by contribution assumption: employee only about $38,161 at 4% or $25,440 at 6%; with 50% employer match about $25,440 at 4% or $16,960 at 6%; with 100% employer match about $19,080 at 4% or $12,720 at 6%. |
| LODI HOUSE 401(K) PROFIT SHARING PLAN & TRUST | - | 19 | $46,852 | $29,002 | $1,526iApproximate average salary by contribution assumption: employee only about $38,161 at 4% or $25,440 at 6%; with 50% employer match about $25,440 at 4% or $16,960 at 6%; with 100% employer match about $19,080 at 4% or $12,720 at 6%. |
| 2021 | 1 | 16 | $27,356 | $20,394 | $1,275iApproximate average salary by contribution assumption: employee only about $31,866 at 4% or $21,244 at 6%; with 50% employer match about $21,244 at 4% or $14,163 at 6%; with 100% employer match about $15,933 at 4% or $10,622 at 6%. |
| LODI HOUSE 401(K) PROFIT SHARING PLAN & TRUST | - | 16 | $27,356 | $20,394 | $1,275iApproximate average salary by contribution assumption: employee only about $31,866 at 4% or $21,244 at 6%; with 50% employer match about $21,244 at 4% or $14,163 at 6%; with 100% employer match about $15,933 at 4% or $10,622 at 6%. |
| 2020 | 1 | 8 | $5,590 | $4,966 | $621iApproximate average salary by contribution assumption: employee only about $15,519 at 4% or $10,346 at 6%; with 50% employer match about $10,346 at 4% or $6,897 at 6%; with 100% employer match about $7,759 at 4% or $5,173 at 6%. |
| LODI HOUSE 401(K) PROFIT SHARING PLAN & TRUST | - | 8 | $5,590 | $4,966 | $621iApproximate average salary by contribution assumption: employee only about $15,519 at 4% or $10,346 at 6%; with 50% employer match about $10,346 at 4% or $6,897 at 6%; with 100% employer match about $7,759 at 4% or $5,173 at 6%. |
| 2019 | 1 | 1 | $23 | $23 | $23iApproximate average salary by contribution assumption: employee only about $575 at 4% or $383 at 6%; with 50% employer match about $383 at 4% or $256 at 6%; with 100% employer match about $288 at 4% or $192 at 6%. |
| LODI HOUSE 401(K) PROFIT SHARING PLAN & TRUST | - | 1 | $23 | $23 | $23iApproximate average salary by contribution assumption: employee only about $575 at 4% or $383 at 6%; with 50% employer match about $383 at 4% or $256 at 6%; with 100% employer match about $288 at 4% or $192 at 6%. |