Civic Intelligence

Steven I Lyons

Plan context: Steven I Lyons 401 K Profit Sharing Plan Trust

EIN 77-0211923 • Summerland, CA • 13 filings • 2 plans

PO Box 1509Summerland, CA 93067
Current Snapshot

Latest Year

2023

2023 Participants

3

2023 Assets

$403,286

2023 Contributions

$67,105

Historical Graphs

Total Assets Over Time

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

$762,728$381,364$0201120172023YearValue
$403,286Latest year 2023

Participants Over Time

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

420201120172023YearValue
3Latest year 2023

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
202313$403,286$67,105$22,368iApproximate average salary by contribution assumption: employee only about $559,208 at 4% or $372,806 at 6%; with 50% employer match about $372,806 at 4% or $248,537 at 6%; with 100% employer match about $279,604 at 4% or $186,403 at 6%.
Steven I Lyons 401 K Profit Sharing Plan Trust-3$403,286$67,105$22,368iApproximate average salary by contribution assumption: employee only about $559,208 at 4% or $372,806 at 6%; with 50% employer match about $372,806 at 4% or $248,537 at 6%; with 100% employer match about $279,604 at 4% or $186,403 at 6%.
202214$682,371$60,572$15,143iApproximate average salary by contribution assumption: employee only about $378,575 at 4% or $252,383 at 6%; with 50% employer match about $252,383 at 4% or $168,256 at 6%; with 100% employer match about $189,288 at 4% or $126,192 at 6%.
Steven I Lyons 401 K Profit Sharing Plan Trust-4$682,371$60,572$15,143iApproximate average salary by contribution assumption: employee only about $378,575 at 4% or $252,383 at 6%; with 50% employer match about $252,383 at 4% or $168,256 at 6%; with 100% employer match about $189,288 at 4% or $126,192 at 6%.
202113$762,728$52,456$17,485iApproximate average salary by contribution assumption: employee only about $437,133 at 4% or $291,422 at 6%; with 50% employer match about $291,422 at 4% or $194,281 at 6%; with 100% employer match about $218,567 at 4% or $145,711 at 6%.
Steven I Lyons 401 K Profit Sharing Plan Trust-3$762,728$52,456$17,485iApproximate average salary by contribution assumption: employee only about $437,133 at 4% or $291,422 at 6%; with 50% employer match about $291,422 at 4% or $194,281 at 6%; with 100% employer match about $218,567 at 4% or $145,711 at 6%.
202013$603,164$50,704$16,901iApproximate average salary by contribution assumption: employee only about $422,533 at 4% or $281,689 at 6%; with 50% employer match about $281,689 at 4% or $187,793 at 6%; with 100% employer match about $211,267 at 4% or $140,844 at 6%.
Steven I Lyons 401 K Profit Sharing Plan Trust-3$603,164$50,704$16,901iApproximate average salary by contribution assumption: employee only about $422,533 at 4% or $281,689 at 6%; with 50% employer match about $281,689 at 4% or $187,793 at 6%; with 100% employer match about $211,267 at 4% or $140,844 at 6%.
201913$445,267$48,631$16,210iApproximate average salary by contribution assumption: employee only about $405,258 at 4% or $270,172 at 6%; with 50% employer match about $270,172 at 4% or $180,115 at 6%; with 100% employer match about $202,629 at 4% or $135,086 at 6%.
Steven I Lyons 401 K Profit Sharing Plan Trust-3$445,267$48,631$16,210iApproximate average salary by contribution assumption: employee only about $405,258 at 4% or $270,172 at 6%; with 50% employer match about $270,172 at 4% or $180,115 at 6%; with 100% employer match about $202,629 at 4% or $135,086 at 6%.
201813$316,494$47,248$15,749iApproximate average salary by contribution assumption: employee only about $393,733 at 4% or $262,489 at 6%; with 50% employer match about $262,489 at 4% or $174,993 at 6%; with 100% employer match about $196,867 at 4% or $131,244 at 6%.
Steven I Lyons 401 K Profit Sharing Plan Trust-3$316,494$47,248$15,749iApproximate average salary by contribution assumption: employee only about $393,733 at 4% or $262,489 at 6%; with 50% employer match about $262,489 at 4% or $174,993 at 6%; with 100% employer match about $196,867 at 4% or $131,244 at 6%.
201713$286,479$48,080$16,027iApproximate average salary by contribution assumption: employee only about $400,667 at 4% or $267,111 at 6%; with 50% employer match about $267,111 at 4% or $178,074 at 6%; with 100% employer match about $200,333 at 4% or $133,556 at 6%.
Steven I Lyons 401 K Profit Sharing Plan Trust-3$286,479$48,080$16,027iApproximate average salary by contribution assumption: employee only about $400,667 at 4% or $267,111 at 6%; with 50% employer match about $267,111 at 4% or $178,074 at 6%; with 100% employer match about $200,333 at 4% or $133,556 at 6%.
201613$201,090$37,705$12,568iApproximate average salary by contribution assumption: employee only about $314,208 at 4% or $209,472 at 6%; with 50% employer match about $209,472 at 4% or $139,648 at 6%; with 100% employer match about $157,104 at 4% or $104,736 at 6%.
Steven I Lyons 401 K Profit Sharing Plan Trust-3$201,090$37,705$12,568iApproximate average salary by contribution assumption: employee only about $314,208 at 4% or $209,472 at 6%; with 50% employer match about $209,472 at 4% or $139,648 at 6%; with 100% employer match about $157,104 at 4% or $104,736 at 6%.
201513$151,263$36,306$12,102iApproximate average salary by contribution assumption: employee only about $302,550 at 4% or $201,700 at 6%; with 50% employer match about $201,700 at 4% or $134,467 at 6%; with 100% employer match about $151,275 at 4% or $100,850 at 6%.
Steven I Lyons 401 K Profit Sharing Plan Trust-3$151,263$36,306$12,102iApproximate average salary by contribution assumption: employee only about $302,550 at 4% or $201,700 at 6%; with 50% employer match about $201,700 at 4% or $134,467 at 6%; with 100% employer match about $151,275 at 4% or $100,850 at 6%.
201413$115,452$30,810$10,270iApproximate average salary by contribution assumption: employee only about $256,750 at 4% or $171,167 at 6%; with 50% employer match about $171,167 at 4% or $114,111 at 6%; with 100% employer match about $128,375 at 4% or $85,583 at 6%.
Steven I Lyons 401 K Profit Sharing Plan Trust-3$115,452$30,810$10,270iApproximate average salary by contribution assumption: employee only about $256,750 at 4% or $171,167 at 6%; with 50% employer match about $171,167 at 4% or $114,111 at 6%; with 100% employer match about $128,375 at 4% or $85,583 at 6%.
201313$77,083$28,623$9,541iApproximate average salary by contribution assumption: employee only about $238,525 at 4% or $159,017 at 6%; with 50% employer match about $159,017 at 4% or $106,011 at 6%; with 100% employer match about $119,263 at 4% or $79,508 at 6%.
Steven I Lyons 401 K Profit Sharing Plan Trust-3$77,083$28,623$9,541iApproximate average salary by contribution assumption: employee only about $238,525 at 4% or $159,017 at 6%; with 50% employer match about $159,017 at 4% or $106,011 at 6%; with 100% employer match about $119,263 at 4% or $79,508 at 6%.
201213$36,951$16,813$5,604iApproximate average salary by contribution assumption: employee only about $140,108 at 4% or $93,406 at 6%; with 50% employer match about $93,406 at 4% or $62,270 at 6%; with 100% employer match about $70,054 at 4% or $46,703 at 6%.
Steven I Lyons 401 K Profit Sharing Plan Trust-3$36,951$16,813$5,604iApproximate average salary by contribution assumption: employee only about $140,108 at 4% or $93,406 at 6%; with 50% employer match about $93,406 at 4% or $62,270 at 6%; with 100% employer match about $70,054 at 4% or $46,703 at 6%.
201113$17,349$17,788$5,929iApproximate average salary by contribution assumption: employee only about $148,233 at 4% or $98,822 at 6%; with 50% employer match about $98,822 at 4% or $65,881 at 6%; with 100% employer match about $74,117 at 4% or $49,411 at 6%.
Steven I Lyons 401 K Profit Sharing Plan Trust-3$17,349$17,788$5,929iApproximate average salary by contribution assumption: employee only about $148,233 at 4% or $98,822 at 6%; with 50% employer match about $98,822 at 4% or $65,881 at 6%; with 100% employer match about $74,117 at 4% or $49,411 at 6%.