Civic Intelligence

Lemon Tree Investment Co. Inc.

Plan context: Lemon Tree Investment Co. Inc. 401(K) Plan

EIN 77-0236280 • Somis, CA • 18 filings • 2 plans

2789 Somis RoadSomis, CA 93066
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$3,591,659

2024 Contributions

$192,019

Historical Graphs

Total Assets Over Time

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

$3,591,659$1,795,830$0200820162024YearValue
$3,591,659Latest year 2024

Participants Over Time

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

36180200720162024YearValue
36Latest year 2024

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
2024136$3,591,659$192,019$5,334iApproximate average salary by contribution assumption: employee only about $133,347 at 4% or $88,898 at 6%; with 50% employer match about $88,898 at 4% or $59,265 at 6%; with 100% employer match about $66,673 at 4% or $44,449 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-36$3,591,659$192,019$5,334iApproximate average salary by contribution assumption: employee only about $133,347 at 4% or $88,898 at 6%; with 50% employer match about $88,898 at 4% or $59,265 at 6%; with 100% employer match about $66,673 at 4% or $44,449 at 6%.
2023132$2,914,460$198,434$6,201iApproximate average salary by contribution assumption: employee only about $155,027 at 4% or $103,351 at 6%; with 50% employer match about $103,351 at 4% or $68,901 at 6%; with 100% employer match about $77,513 at 4% or $51,676 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-32$2,914,460$198,434$6,201iApproximate average salary by contribution assumption: employee only about $155,027 at 4% or $103,351 at 6%; with 50% employer match about $103,351 at 4% or $68,901 at 6%; with 100% employer match about $77,513 at 4% or $51,676 at 6%.
2022134$2,307,665$192,514$5,662iApproximate average salary by contribution assumption: employee only about $141,554 at 4% or $94,370 at 6%; with 50% employer match about $94,370 at 4% or $62,913 at 6%; with 100% employer match about $70,777 at 4% or $47,185 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-34$2,307,665$192,514$5,662iApproximate average salary by contribution assumption: employee only about $141,554 at 4% or $94,370 at 6%; with 50% employer match about $94,370 at 4% or $62,913 at 6%; with 100% employer match about $70,777 at 4% or $47,185 at 6%.
2021131$2,911,841$222,861$7,189iApproximate average salary by contribution assumption: employee only about $179,727 at 4% or $119,818 at 6%; with 50% employer match about $119,818 at 4% or $79,878 at 6%; with 100% employer match about $89,863 at 4% or $59,909 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-31$2,911,841$222,861$7,189iApproximate average salary by contribution assumption: employee only about $179,727 at 4% or $119,818 at 6%; with 50% employer match about $119,818 at 4% or $79,878 at 6%; with 100% employer match about $89,863 at 4% or $59,909 at 6%.
2020134$2,414,017$282,430$8,307iApproximate average salary by contribution assumption: employee only about $207,669 at 4% or $138,446 at 6%; with 50% employer match about $138,446 at 4% or $92,297 at 6%; with 100% employer match about $103,835 at 4% or $69,223 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-34$2,414,017$282,430$8,307iApproximate average salary by contribution assumption: employee only about $207,669 at 4% or $138,446 at 6%; with 50% employer match about $138,446 at 4% or $92,297 at 6%; with 100% employer match about $103,835 at 4% or $69,223 at 6%.
2019134$2,154,061$219,964$6,470iApproximate average salary by contribution assumption: employee only about $161,738 at 4% or $107,825 at 6%; with 50% employer match about $107,825 at 4% or $71,884 at 6%; with 100% employer match about $80,869 at 4% or $53,913 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-34$2,154,061$219,964$6,470iApproximate average salary by contribution assumption: employee only about $161,738 at 4% or $107,825 at 6%; with 50% employer match about $107,825 at 4% or $71,884 at 6%; with 100% employer match about $80,869 at 4% or $53,913 at 6%.
2018133$2,501,876$221,691$6,718iApproximate average salary by contribution assumption: employee only about $167,948 at 4% or $111,965 at 6%; with 50% employer match about $111,965 at 4% or $74,643 at 6%; with 100% employer match about $83,974 at 4% or $55,983 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-33$2,501,876$221,691$6,718iApproximate average salary by contribution assumption: employee only about $167,948 at 4% or $111,965 at 6%; with 50% employer match about $111,965 at 4% or $74,643 at 6%; with 100% employer match about $83,974 at 4% or $55,983 at 6%.
2017136$2,532,829$211,597$5,878iApproximate average salary by contribution assumption: employee only about $146,942 at 4% or $97,962 at 6%; with 50% employer match about $97,962 at 4% or $65,308 at 6%; with 100% employer match about $73,471 at 4% or $48,981 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-36$2,532,829$211,597$5,878iApproximate average salary by contribution assumption: employee only about $146,942 at 4% or $97,962 at 6%; with 50% employer match about $97,962 at 4% or $65,308 at 6%; with 100% employer match about $73,471 at 4% or $48,981 at 6%.
2016131$2,401,397$212,389$6,851iApproximate average salary by contribution assumption: employee only about $171,281 at 4% or $114,188 at 6%; with 50% employer match about $114,188 at 4% or $76,125 at 6%; with 100% employer match about $85,641 at 4% or $57,094 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-31$2,401,397$212,389$6,851iApproximate average salary by contribution assumption: employee only about $171,281 at 4% or $114,188 at 6%; with 50% employer match about $114,188 at 4% or $76,125 at 6%; with 100% employer match about $85,641 at 4% or $57,094 at 6%.
2015132$2,418,282$234,649$7,333iApproximate average salary by contribution assumption: employee only about $183,320 at 4% or $122,213 at 6%; with 50% employer match about $122,213 at 4% or $81,475 at 6%; with 100% employer match about $91,660 at 4% or $61,107 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-32$2,418,282$234,649$7,333iApproximate average salary by contribution assumption: employee only about $183,320 at 4% or $122,213 at 6%; with 50% employer match about $122,213 at 4% or $81,475 at 6%; with 100% employer match about $91,660 at 4% or $61,107 at 6%.
2014130$2,253,481$257,607$8,587iApproximate average salary by contribution assumption: employee only about $214,673 at 4% or $143,115 at 6%; with 50% employer match about $143,115 at 4% or $95,410 at 6%; with 100% employer match about $107,336 at 4% or $71,558 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-30$2,253,481$257,607$8,587iApproximate average salary by contribution assumption: employee only about $214,673 at 4% or $143,115 at 6%; with 50% employer match about $143,115 at 4% or $95,410 at 6%; with 100% employer match about $107,336 at 4% or $71,558 at 6%.
2013126$1,840,310$205,020$7,885iApproximate average salary by contribution assumption: employee only about $197,135 at 4% or $131,423 at 6%; with 50% employer match about $131,423 at 4% or $87,615 at 6%; with 100% employer match about $98,567 at 4% or $65,712 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-26$1,840,310$205,020$7,885iApproximate average salary by contribution assumption: employee only about $197,135 at 4% or $131,423 at 6%; with 50% employer match about $131,423 at 4% or $87,615 at 6%; with 100% employer match about $98,567 at 4% or $65,712 at 6%.
2012126$1,311,699$201,156$7,737iApproximate average salary by contribution assumption: employee only about $193,419 at 4% or $128,946 at 6%; with 50% employer match about $128,946 at 4% or $85,964 at 6%; with 100% employer match about $96,710 at 4% or $64,473 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-26$1,311,699$201,156$7,737iApproximate average salary by contribution assumption: employee only about $193,419 at 4% or $128,946 at 6%; with 50% employer match about $128,946 at 4% or $85,964 at 6%; with 100% employer match about $96,710 at 4% or $64,473 at 6%.
2011127$1,020,489$199,457$7,387iApproximate average salary by contribution assumption: employee only about $184,682 at 4% or $123,122 at 6%; with 50% employer match about $123,122 at 4% or $82,081 at 6%; with 100% employer match about $92,341 at 4% or $61,561 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-27$1,020,489$199,457$7,387iApproximate average salary by contribution assumption: employee only about $184,682 at 4% or $123,122 at 6%; with 50% employer match about $123,122 at 4% or $82,081 at 6%; with 100% employer match about $92,341 at 4% or $61,561 at 6%.
2010128$848,495$196,948$7,034iApproximate average salary by contribution assumption: employee only about $175,846 at 4% or $117,231 at 6%; with 50% employer match about $117,231 at 4% or $78,154 at 6%; with 100% employer match about $87,923 at 4% or $58,615 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-28$848,495$196,948$7,034iApproximate average salary by contribution assumption: employee only about $175,846 at 4% or $117,231 at 6%; with 50% employer match about $117,231 at 4% or $78,154 at 6%; with 100% employer match about $87,923 at 4% or $58,615 at 6%.
2009128$546,500$189,510$6,768iApproximate average salary by contribution assumption: employee only about $169,205 at 4% or $112,804 at 6%; with 50% employer match about $112,804 at 4% or $75,202 at 6%; with 100% employer match about $84,603 at 4% or $56,402 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-28$546,500$189,510$6,768iApproximate average salary by contribution assumption: employee only about $169,205 at 4% or $112,804 at 6%; with 50% employer match about $112,804 at 4% or $75,202 at 6%; with 100% employer match about $84,603 at 4% or $56,402 at 6%.
2008128$245,432$180,560$6,449iApproximate average salary by contribution assumption: employee only about $161,214 at 4% or $107,476 at 6%; with 50% employer match about $107,476 at 4% or $71,651 at 6%; with 100% employer match about $80,607 at 4% or $53,738 at 6%.
Lemon Tree Investment Co. Inc. 401(K) Plan-28$245,432$180,560$6,449iApproximate average salary by contribution assumption: employee only about $161,214 at 4% or $107,476 at 6%; with 50% employer match about $107,476 at 4% or $71,651 at 6%; with 100% employer match about $80,607 at 4% or $53,738 at 6%.
2007129$0$0-
Lemon Tree Investment Co. Inc. 401(K) Plan-29---