Civic Intelligence

Lyons, Warren & Associates Inc.

Plan context: LYONS WARREN & ASSOCIATES, INC. CASH BALANCE PLAN

EIN 93-0773619 • San Diego, CA • 30 filings • 6 plans

9560 Candida St.San Diego, CA 92126
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$528,182

2024 Contributions

$20,937

Historical Graphs

Total Assets Over Time

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

$971,441$485,721$0199920112024YearValue
$528,182Latest year 2024

Participants Over Time

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

19100199920112024YearValue
9Latest 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
202429$528,182$20,937$2,326iApproximate average salary by contribution assumption: employee only about $58,158 at 4% or $38,772 at 6%; with 50% employer match about $38,772 at 4% or $25,848 at 6%; with 100% employer match about $29,079 at 4% or $19,386 at 6%.
LYONS WARREN & ASSOCIATES, INC. CASH BALANCE PLAN-8$349,132$0-
LYONS WARREN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-9$179,050$20,937$2,326iApproximate average salary by contribution assumption: employee only about $58,158 at 4% or $38,772 at 6%; with 50% employer match about $38,772 at 4% or $25,848 at 6%; with 100% employer match about $29,079 at 4% or $19,386 at 6%.
202329$458,033$25,551$2,839iApproximate average salary by contribution assumption: employee only about $70,975 at 4% or $47,317 at 6%; with 50% employer match about $47,317 at 4% or $31,544 at 6%; with 100% employer match about $35,488 at 4% or $23,658 at 6%.
LYONS WARREN & ASSOCIATES, INC. CASH BALANCE PLAN-7$316,767$1,869$267iApproximate average salary by contribution assumption: employee only about $6,675 at 4% or $4,450 at 6%; with 50% employer match about $4,450 at 4% or $2,967 at 6%; with 100% employer match about $3,338 at 4% or $2,225 at 6%.
LYONS WARREN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-9$141,266$23,682$2,631iApproximate average salary by contribution assumption: employee only about $65,783 at 4% or $43,856 at 6%; with 50% employer match about $43,856 at 4% or $29,237 at 6%; with 100% employer match about $32,892 at 4% or $21,928 at 6%.
202229$387,918$34,170$3,797iApproximate average salary by contribution assumption: employee only about $94,917 at 4% or $63,278 at 6%; with 50% employer match about $63,278 at 4% or $42,185 at 6%; with 100% employer match about $47,458 at 4% or $31,639 at 6%.
LYONS WARREN & ASSOCIATES, INC. CASH BALANCE PLAN-7$285,992$7,535$1,076iApproximate average salary by contribution assumption: employee only about $26,911 at 4% or $17,940 at 6%; with 50% employer match about $17,940 at 4% or $11,960 at 6%; with 100% employer match about $13,455 at 4% or $8,970 at 6%.
LYONS WARREN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-9$101,926$26,635$2,959iApproximate average salary by contribution assumption: employee only about $73,986 at 4% or $49,324 at 6%; with 50% employer match about $49,324 at 4% or $32,883 at 6%; with 100% employer match about $36,993 at 4% or $24,662 at 6%.
202129$418,799$53,269$5,919iApproximate average salary by contribution assumption: employee only about $147,969 at 4% or $98,646 at 6%; with 50% employer match about $98,646 at 4% or $65,764 at 6%; with 100% employer match about $73,985 at 4% or $49,323 at 6%.
LYONS WARREN & ASSOCIATES, INC. CASH BALANCE PLAN-7$331,252$0-
LYONS WARREN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN-9$87,547$53,269$5,919iApproximate average salary by contribution assumption: employee only about $147,969 at 4% or $98,646 at 6%; with 50% employer match about $98,646 at 4% or $65,764 at 6%; with 100% employer match about $73,985 at 4% or $49,323 at 6%.
202019$309,200$309,200$34,356iApproximate average salary by contribution assumption: employee only about $858,889 at 4% or $572,593 at 6%; with 50% employer match about $572,593 at 4% or $381,728 at 6%; with 100% employer match about $429,444 at 4% or $286,296 at 6%.
LYONS WARREN & ASSOCIATES, INC. CASH BALANCE PLAN-9$309,200$309,200$34,356iApproximate average salary by contribution assumption: employee only about $858,889 at 4% or $572,593 at 6%; with 50% employer match about $572,593 at 4% or $381,728 at 6%; with 100% employer match about $429,444 at 4% or $286,296 at 6%.
201910$0$690-
Lyons, Warren & Associates Inc. Profit Sharing Plan-0$0$690-
2018113$862,956$7,934$610iApproximate average salary by contribution assumption: employee only about $15,258 at 4% or $10,172 at 6%; with 50% employer match about $10,172 at 4% or $6,781 at 6%; with 100% employer match about $7,629 at 4% or $5,086 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-13$862,956$7,934$610iApproximate average salary by contribution assumption: employee only about $15,258 at 4% or $10,172 at 6%; with 50% employer match about $10,172 at 4% or $6,781 at 6%; with 100% employer match about $7,629 at 4% or $5,086 at 6%.
2017114$971,441$7,104$507iApproximate average salary by contribution assumption: employee only about $12,686 at 4% or $8,457 at 6%; with 50% employer match about $8,457 at 4% or $5,638 at 6%; with 100% employer match about $6,343 at 4% or $4,229 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-14$971,441$7,104$507iApproximate average salary by contribution assumption: employee only about $12,686 at 4% or $8,457 at 6%; with 50% employer match about $8,457 at 4% or $5,638 at 6%; with 100% employer match about $6,343 at 4% or $4,229 at 6%.
2016114$822,194$4,709$336iApproximate average salary by contribution assumption: employee only about $8,409 at 4% or $5,606 at 6%; with 50% employer match about $5,606 at 4% or $3,737 at 6%; with 100% employer match about $4,204 at 4% or $2,803 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-14$822,194$4,709$336iApproximate average salary by contribution assumption: employee only about $8,409 at 4% or $5,606 at 6%; with 50% employer match about $5,606 at 4% or $3,737 at 6%; with 100% employer match about $4,204 at 4% or $2,803 at 6%.
2015111$822,138$5,383$489iApproximate average salary by contribution assumption: employee only about $12,234 at 4% or $8,156 at 6%; with 50% employer match about $8,156 at 4% or $5,437 at 6%; with 100% employer match about $6,117 at 4% or $4,078 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-11$822,138$5,383$489iApproximate average salary by contribution assumption: employee only about $12,234 at 4% or $8,156 at 6%; with 50% employer match about $8,156 at 4% or $5,437 at 6%; with 100% employer match about $6,117 at 4% or $4,078 at 6%.
2014112$851,845$13,462$1,122iApproximate average salary by contribution assumption: employee only about $28,046 at 4% or $18,697 at 6%; with 50% employer match about $18,697 at 4% or $12,465 at 6%; with 100% employer match about $14,023 at 4% or $9,349 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-12$851,845$13,462$1,122iApproximate average salary by contribution assumption: employee only about $28,046 at 4% or $18,697 at 6%; with 50% employer match about $18,697 at 4% or $12,465 at 6%; with 100% employer match about $14,023 at 4% or $9,349 at 6%.
2013115$949,698$49,551$3,303iApproximate average salary by contribution assumption: employee only about $82,585 at 4% or $55,057 at 6%; with 50% employer match about $55,057 at 4% or $36,704 at 6%; with 100% employer match about $41,293 at 4% or $27,528 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-15$949,698$49,551$3,303iApproximate average salary by contribution assumption: employee only about $82,585 at 4% or $55,057 at 6%; with 50% employer match about $55,057 at 4% or $36,704 at 6%; with 100% employer match about $41,293 at 4% or $27,528 at 6%.
2012118$808,138$62,055$3,448iApproximate average salary by contribution assumption: employee only about $86,188 at 4% or $57,458 at 6%; with 50% employer match about $57,458 at 4% or $38,306 at 6%; with 100% employer match about $43,094 at 4% or $28,729 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-18$808,138$62,055$3,448iApproximate average salary by contribution assumption: employee only about $86,188 at 4% or $57,458 at 6%; with 50% employer match about $57,458 at 4% or $38,306 at 6%; with 100% employer match about $43,094 at 4% or $28,729 at 6%.
2011113$667,695$0-
Lyons, Warren & Associates Inc. Profit Sharing Plan-13$667,695$0-
2010115$706,022$0-
Lyons, Warren & Associates Inc. Profit Sharing Plan-15$706,022$0-
2009119$708,617$0-
Lyons, Warren & Associates Inc. Profit Sharing Plan-19$708,617$0-
2008119$581,833$152,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-19$581,833$152,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
2007114$629,932$128,000$9,143iApproximate average salary by contribution assumption: employee only about $228,571 at 4% or $152,381 at 6%; with 50% employer match about $152,381 at 4% or $101,587 at 6%; with 100% employer match about $114,286 at 4% or $76,190 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-14$629,932$128,000$9,143iApproximate average salary by contribution assumption: employee only about $228,571 at 4% or $152,381 at 6%; with 50% employer match about $152,381 at 4% or $101,587 at 6%; with 100% employer match about $114,286 at 4% or $76,190 at 6%.
2006114$490,756$100,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-14$490,756$100,000$7,143iApproximate average salary by contribution assumption: employee only about $178,571 at 4% or $119,048 at 6%; with 50% employer match about $119,048 at 4% or $79,365 at 6%; with 100% employer match about $89,286 at 4% or $59,524 at 6%.
2005114$722,742$145,000$10,357iApproximate average salary by contribution assumption: employee only about $258,929 at 4% or $172,619 at 6%; with 50% employer match about $172,619 at 4% or $115,079 at 6%; with 100% employer match about $129,464 at 4% or $86,310 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-14$722,742$145,000$10,357iApproximate average salary by contribution assumption: employee only about $258,929 at 4% or $172,619 at 6%; with 50% employer match about $172,619 at 4% or $115,079 at 6%; with 100% employer match about $129,464 at 4% or $86,310 at 6%.
2004115$585,249$93,000$6,200iApproximate average salary by contribution assumption: employee only about $155,000 at 4% or $103,333 at 6%; with 50% employer match about $103,333 at 4% or $68,889 at 6%; with 100% employer match about $77,500 at 4% or $51,667 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-15$585,249$93,000$6,200iApproximate average salary by contribution assumption: employee only about $155,000 at 4% or $103,333 at 6%; with 50% employer match about $103,333 at 4% or $68,889 at 6%; with 100% employer match about $77,500 at 4% or $51,667 at 6%.
2003118$741,328$124,000$6,889iApproximate average salary by contribution assumption: employee only about $172,222 at 4% or $114,815 at 6%; with 50% employer match about $114,815 at 4% or $76,543 at 6%; with 100% employer match about $86,111 at 4% or $57,407 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-18$741,328$124,000$6,889iApproximate average salary by contribution assumption: employee only about $172,222 at 4% or $114,815 at 6%; with 50% employer match about $114,815 at 4% or $76,543 at 6%; with 100% employer match about $86,111 at 4% or $57,407 at 6%.
2002114$516,490$114,912$8,208iApproximate average salary by contribution assumption: employee only about $205,200 at 4% or $136,800 at 6%; with 50% employer match about $136,800 at 4% or $91,200 at 6%; with 100% employer match about $102,600 at 4% or $68,400 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-14$516,490$114,912$8,208iApproximate average salary by contribution assumption: employee only about $205,200 at 4% or $136,800 at 6%; with 50% employer match about $136,800 at 4% or $91,200 at 6%; with 100% employer match about $102,600 at 4% or $68,400 at 6%.
2001112$445,882$86,448$7,204iApproximate average salary by contribution assumption: employee only about $180,100 at 4% or $120,067 at 6%; with 50% employer match about $120,067 at 4% or $80,044 at 6%; with 100% employer match about $90,050 at 4% or $60,033 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-12$445,882$86,448$7,204iApproximate average salary by contribution assumption: employee only about $180,100 at 4% or $120,067 at 6%; with 50% employer match about $120,067 at 4% or $80,044 at 6%; with 100% employer match about $90,050 at 4% or $60,033 at 6%.
2000113$365,345$76,800$5,908iApproximate average salary by contribution assumption: employee only about $147,692 at 4% or $98,462 at 6%; with 50% employer match about $98,462 at 4% or $65,641 at 6%; with 100% employer match about $73,846 at 4% or $49,231 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-13$365,345$76,800$5,908iApproximate average salary by contribution assumption: employee only about $147,692 at 4% or $98,462 at 6%; with 50% employer match about $98,462 at 4% or $65,641 at 6%; with 100% employer match about $73,846 at 4% or $49,231 at 6%.
199919$267,603$73,368$8,152iApproximate average salary by contribution assumption: employee only about $203,800 at 4% or $135,867 at 6%; with 50% employer match about $135,867 at 4% or $90,578 at 6%; with 100% employer match about $101,900 at 4% or $67,933 at 6%.
Lyons, Warren & Associates Inc. Profit Sharing Plan-9$267,603$73,368$8,152iApproximate average salary by contribution assumption: employee only about $203,800 at 4% or $135,867 at 6%; with 50% employer match about $135,867 at 4% or $90,578 at 6%; with 100% employer match about $101,900 at 4% or $67,933 at 6%.