Civic Intelligence

Lisa May Real Estate LLC

Plan context: Lisa May Real Estate LLC 401(K) Profit Sharing Plan & Trust

EIN 81-4764349 • Belmont, MA • 7 filings • 1 plans

87 Elm StBelmont, MA 02478-3729
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$6,680

2025 Contributions

$323

Historical Graphs

Total Assets Over Time

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

$9,951$4,976$0201920222025YearValue
$6,680Latest year 2025

Participants Over Time

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

210201920222025YearValue
2Latest year 2025

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
202512$6,680$0-
Lisa May Real Estate LLC 401(K) Profit Sharing Plan & Trust-2$6,680$0-
202412$7,979$0-
Lisa May Real Estate LLC 401(K) Profit Sharing Plan & Trust-2$7,979$0-
202312$9,305$0-
Lisa May Real Estate LLC 401(K) Profit Sharing Plan & Trust-2$9,305$0-
202212$8,183$0-
Lisa May Real Estate LLC 401(K) Profit Sharing Plan & Trust-2$8,183$0-
202112$9,951$323$162iApproximate average salary by contribution assumption: employee only about $4,038 at 4% or $2,692 at 6%; with 50% employer match about $2,692 at 4% or $1,794 at 6%; with 100% employer match about $2,019 at 4% or $1,346 at 6%.
Lisa May Real Estate LLC 401(K) Profit Sharing Plan & Trust-2$9,951$323$162iApproximate average salary by contribution assumption: employee only about $4,038 at 4% or $2,692 at 6%; with 50% employer match about $2,692 at 4% or $1,794 at 6%; with 100% employer match about $2,019 at 4% or $1,346 at 6%.
202012$8,310$3,288$1,644iApproximate average salary by contribution assumption: employee only about $41,100 at 4% or $27,400 at 6%; with 50% employer match about $27,400 at 4% or $18,267 at 6%; with 100% employer match about $20,550 at 4% or $13,700 at 6%.
Lisa May Real Estate LLC 401(K) Profit Sharing Plan & Trust-2$8,310$3,288$1,644iApproximate average salary by contribution assumption: employee only about $41,100 at 4% or $27,400 at 6%; with 50% employer match about $27,400 at 4% or $18,267 at 6%; with 100% employer match about $20,550 at 4% or $13,700 at 6%.
201912$3,750$3,557$1,779iApproximate average salary by contribution assumption: employee only about $44,463 at 4% or $29,642 at 6%; with 50% employer match about $29,642 at 4% or $19,761 at 6%; with 100% employer match about $22,231 at 4% or $14,821 at 6%.
Lisa May Real Estate LLC 401(K) Profit Sharing Plan & Trust-2$3,750$3,557$1,779iApproximate average salary by contribution assumption: employee only about $44,463 at 4% or $29,642 at 6%; with 50% employer match about $29,642 at 4% or $19,761 at 6%; with 100% employer match about $22,231 at 4% or $14,821 at 6%.