L&D Management
Plan context: L & D Management Retirement Trust
EIN 81-0567697 • Oakland, CA • 12 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,265,823
2025 Contributions
$94,238
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 | 3 | $1,265,823 | $94,238 | $31,413iApproximate average salary by contribution assumption: employee only about $785,317 at 4% or $523,544 at 6%; with 50% employer match about $523,544 at 4% or $349,030 at 6%; with 100% employer match about $392,658 at 4% or $261,772 at 6%. |
| L & D Management Retirement Trust | - | 3 | $1,265,823 | $94,238 | $31,413iApproximate average salary by contribution assumption: employee only about $785,317 at 4% or $523,544 at 6%; with 50% employer match about $523,544 at 4% or $349,030 at 6%; with 100% employer match about $392,658 at 4% or $261,772 at 6%. |
| 2024 | 1 | 3 | $981,605 | $37,442 | $12,481iApproximate average salary by contribution assumption: employee only about $312,017 at 4% or $208,011 at 6%; with 50% employer match about $208,011 at 4% or $138,674 at 6%; with 100% employer match about $156,008 at 4% or $104,006 at 6%. |
| L & D Management Retirement Trust | - | 3 | $981,605 | $37,442 | $12,481iApproximate average salary by contribution assumption: employee only about $312,017 at 4% or $208,011 at 6%; with 50% employer match about $208,011 at 4% or $138,674 at 6%; with 100% employer match about $156,008 at 4% or $104,006 at 6%. |
| 2023 | 1 | 3 | $767,287 | $59,435 | $19,812iApproximate average salary by contribution assumption: employee only about $495,292 at 4% or $330,194 at 6%; with 50% employer match about $330,194 at 4% or $220,130 at 6%; with 100% employer match about $247,646 at 4% or $165,097 at 6%. |
| L & D Management Retirement Trust | - | 3 | $767,287 | $59,435 | $19,812iApproximate average salary by contribution assumption: employee only about $495,292 at 4% or $330,194 at 6%; with 50% employer match about $330,194 at 4% or $220,130 at 6%; with 100% employer match about $247,646 at 4% or $165,097 at 6%. |
| 2022 | 1 | 3 | $560,175 | $39,739 | $13,246iApproximate average salary by contribution assumption: employee only about $331,158 at 4% or $220,772 at 6%; with 50% employer match about $220,772 at 4% or $147,181 at 6%; with 100% employer match about $165,579 at 4% or $110,386 at 6%. |
| L & D Management Retirement Trust | - | 3 | $560,175 | $39,739 | $13,246iApproximate average salary by contribution assumption: employee only about $331,158 at 4% or $220,772 at 6%; with 50% employer match about $220,772 at 4% or $147,181 at 6%; with 100% employer match about $165,579 at 4% or $110,386 at 6%. |
| 2021 | 1 | 3 | $651,266 | $29,252 | $9,751iApproximate average salary by contribution assumption: employee only about $243,767 at 4% or $162,511 at 6%; with 50% employer match about $162,511 at 4% or $108,341 at 6%; with 100% employer match about $121,883 at 4% or $81,256 at 6%. |
| L & D Management Retirement Trust | - | 3 | $651,266 | $29,252 | $9,751iApproximate average salary by contribution assumption: employee only about $243,767 at 4% or $162,511 at 6%; with 50% employer match about $162,511 at 4% or $108,341 at 6%; with 100% employer match about $121,883 at 4% or $81,256 at 6%. |
| 2020 | 1 | 3 | $490,803 | $35,390 | $11,797iApproximate average salary by contribution assumption: employee only about $294,917 at 4% or $196,611 at 6%; with 50% employer match about $196,611 at 4% or $131,074 at 6%; with 100% employer match about $147,458 at 4% or $98,306 at 6%. |
| L & D Management Retirement Trust | - | 3 | $490,803 | $35,390 | $11,797iApproximate average salary by contribution assumption: employee only about $294,917 at 4% or $196,611 at 6%; with 50% employer match about $196,611 at 4% or $131,074 at 6%; with 100% employer match about $147,458 at 4% or $98,306 at 6%. |
| 2019 | 1 | 3 | $368,386 | $48,350 | $16,117iApproximate average salary by contribution assumption: employee only about $402,917 at 4% or $268,611 at 6%; with 50% employer match about $268,611 at 4% or $179,074 at 6%; with 100% employer match about $201,458 at 4% or $134,306 at 6%. |
| L & D Management Retirement Trust | - | 3 | $368,386 | $48,350 | $16,117iApproximate average salary by contribution assumption: employee only about $402,917 at 4% or $268,611 at 6%; with 50% employer match about $268,611 at 4% or $179,074 at 6%; with 100% employer match about $201,458 at 4% or $134,306 at 6%. |
| 2018 | 1 | 4 | $246,988 | $2,093 | $523iApproximate average salary by contribution assumption: employee only about $13,081 at 4% or $8,721 at 6%; with 50% employer match about $8,721 at 4% or $5,814 at 6%; with 100% employer match about $6,541 at 4% or $4,360 at 6%. |
| L & D Management Retirement Trust | - | 4 | $246,988 | $2,093 | $523iApproximate average salary by contribution assumption: employee only about $13,081 at 4% or $8,721 at 6%; with 50% employer match about $8,721 at 4% or $5,814 at 6%; with 100% employer match about $6,541 at 4% or $4,360 at 6%. |
| 2017 | 1 | 3 | $196,929 | $50,722 | $16,907iApproximate average salary by contribution assumption: employee only about $422,683 at 4% or $281,789 at 6%; with 50% employer match about $281,789 at 4% or $187,859 at 6%; with 100% employer match about $211,342 at 4% or $140,894 at 6%. |
| L & D Management Retirement Trust | - | 3 | $196,929 | $50,722 | $16,907iApproximate average salary by contribution assumption: employee only about $422,683 at 4% or $281,789 at 6%; with 50% employer match about $281,789 at 4% or $187,859 at 6%; with 100% employer match about $211,342 at 4% or $140,894 at 6%. |
| 2016 | 1 | 2 | $115,830 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| L & D Management Retirement Trust | - | 2 | $115,830 | $42,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2015 | 1 | 2 | $64,832 | $32,333 | $16,167iApproximate average salary by contribution assumption: employee only about $404,163 at 4% or $269,442 at 6%; with 50% employer match about $269,442 at 4% or $179,628 at 6%; with 100% employer match about $202,081 at 4% or $134,721 at 6%. |
| L & D Management Retirement Trust | - | 2 | $64,832 | $32,333 | $16,167iApproximate average salary by contribution assumption: employee only about $404,163 at 4% or $269,442 at 6%; with 50% employer match about $269,442 at 4% or $179,628 at 6%; with 100% employer match about $202,081 at 4% or $134,721 at 6%. |
| 2014 | 1 | 2 | $32,706 | $31,333 | $15,667iApproximate average salary by contribution assumption: employee only about $391,663 at 4% or $261,108 at 6%; with 50% employer match about $261,108 at 4% or $174,072 at 6%; with 100% employer match about $195,831 at 4% or $130,554 at 6%. |
| L & D Management Retirement Trust | - | 2 | $32,706 | $31,333 | $15,667iApproximate average salary by contribution assumption: employee only about $391,663 at 4% or $261,108 at 6%; with 50% employer match about $261,108 at 4% or $174,072 at 6%; with 100% employer match about $195,831 at 4% or $130,554 at 6%. |