Civic Intelligence

Lbk Enterprise LLC DBA Kellyco Agency

Plan context: Lbk Enterprise LLC 401(K) Plan

EIN 82-0936768 • El Cajon, CA • 9 filings • 2 plans

287 Hihill WayEl Cajon, CA 92020-2934
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,364,426

2024 Contributions

$315,422

Historical Graphs

Total Assets Over Time

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

$1,364,426$682,213$0201920222024YearValue
$1,364,426Latest year 2024

Participants Over Time

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

740201920222024YearValue
7Latest 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
202427$1,364,426$315,422$45,060iApproximate average salary by contribution assumption: employee only about $1,126,507 at 4% or $751,005 at 6%; with 50% employer match about $751,005 at 4% or $500,670 at 6%; with 100% employer match about $563,254 at 4% or $375,502 at 6%.
Lbk Enterprise LLC 401(K) Plan-7$978,745$170,649$24,378iApproximate average salary by contribution assumption: employee only about $609,461 at 4% or $406,307 at 6%; with 50% employer match about $406,307 at 4% or $270,871 at 6%; with 100% employer match about $304,730 at 4% or $203,154 at 6%.
Lbk Enterprise LLC Cash Balance Plan-6$385,681$144,773$24,129iApproximate average salary by contribution assumption: employee only about $603,221 at 4% or $402,147 at 6%; with 50% employer match about $402,147 at 4% or $268,098 at 6%; with 100% employer match about $301,610 at 4% or $201,074 at 6%.
202327$920,507$164,856$23,551iApproximate average salary by contribution assumption: employee only about $588,771 at 4% or $392,514 at 6%; with 50% employer match about $392,514 at 4% or $261,676 at 6%; with 100% employer match about $294,386 at 4% or $196,257 at 6%.
Lbk Enterprise LLC 401(K) Plan-7$697,590$164,856$23,551iApproximate average salary by contribution assumption: employee only about $588,771 at 4% or $392,514 at 6%; with 50% employer match about $392,514 at 4% or $261,676 at 6%; with 100% employer match about $294,386 at 4% or $196,257 at 6%.
Lbk Enterprise LLC Cash Balance Plan-5$222,917--
202226$689,530$335,366$55,894iApproximate average salary by contribution assumption: employee only about $1,397,358 at 4% or $931,572 at 6%; with 50% employer match about $931,572 at 4% or $621,048 at 6%; with 100% employer match about $698,679 at 4% or $465,786 at 6%.
Lbk Enterprise LLC 401(K) Plan-6$470,469$116,305$19,384iApproximate average salary by contribution assumption: employee only about $484,604 at 4% or $323,069 at 6%; with 50% employer match about $323,069 at 4% or $215,380 at 6%; with 100% employer match about $242,302 at 4% or $161,535 at 6%.
Lbk Enterprise LLC Cash Balance Plan-5$219,061$219,061$43,812iApproximate average salary by contribution assumption: employee only about $1,095,305 at 4% or $730,203 at 6%; with 50% employer match about $730,203 at 4% or $486,802 at 6%; with 100% employer match about $547,653 at 4% or $365,102 at 6%.
202116$450,378$104,271$17,379iApproximate average salary by contribution assumption: employee only about $434,463 at 4% or $289,642 at 6%; with 50% employer match about $289,642 at 4% or $193,094 at 6%; with 100% employer match about $217,231 at 4% or $144,821 at 6%.
Lbk Enterprise LLC 401(K) Plan-6$450,378$104,271$17,379iApproximate average salary by contribution assumption: employee only about $434,463 at 4% or $289,642 at 6%; with 50% employer match about $289,642 at 4% or $193,094 at 6%; with 100% employer match about $217,231 at 4% or $144,821 at 6%.
202015$293,377$124,066$24,813iApproximate average salary by contribution assumption: employee only about $620,330 at 4% or $413,553 at 6%; with 50% employer match about $413,553 at 4% or $275,702 at 6%; with 100% employer match about $310,165 at 4% or $206,777 at 6%.
Lbk Enterprise LLC 401(K) Plan-5$293,377$124,066$24,813iApproximate average salary by contribution assumption: employee only about $620,330 at 4% or $413,553 at 6%; with 50% employer match about $413,553 at 4% or $275,702 at 6%; with 100% employer match about $310,165 at 4% or $206,777 at 6%.
201915$128,745$79,763$15,953iApproximate average salary by contribution assumption: employee only about $398,815 at 4% or $265,877 at 6%; with 50% employer match about $265,877 at 4% or $177,251 at 6%; with 100% employer match about $199,408 at 4% or $132,938 at 6%.
Lbk Enterprise LLC 401(K) Plan-5$128,745$79,763$15,953iApproximate average salary by contribution assumption: employee only about $398,815 at 4% or $265,877 at 6%; with 50% employer match about $265,877 at 4% or $177,251 at 6%; with 100% employer match about $199,408 at 4% or $132,938 at 6%.