Civic Intelligence

Lord & Sons Inc.

Plan context: Lord & Sons Inc. 401K Plan

EIN 94-1751726 • San Jose, CA • 37 filings • 5 plans

430 E. Trimble RoadSan Jose, CA 95131
Current Snapshot

Latest Year

2024

2024 Participants

200

2024 Assets

$9,943,213

2024 Contributions

$1,126,151

Historical Graphs

Total Assets Over Time

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

$9,943,213$4,971,607$0199920142024YearValue
$9,943,213Latest year 2024

Participants Over Time

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

2301150199920122024YearValue
200Latest 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
20241200$9,943,213$1,126,151$5,631iApproximate average salary by contribution assumption: employee only about $140,769 at 4% or $93,846 at 6%; with 50% employer match about $93,846 at 4% or $62,564 at 6%; with 100% employer match about $70,384 at 4% or $46,923 at 6%.
Lord & Sons Inc. 401K Plan-200$9,943,213$1,126,151$5,631iApproximate average salary by contribution assumption: employee only about $140,769 at 4% or $93,846 at 6%; with 50% employer match about $93,846 at 4% or $62,564 at 6%; with 100% employer match about $70,384 at 4% or $46,923 at 6%.
20232195$9,007,567$948,147$4,862iApproximate average salary by contribution assumption: employee only about $121,557 at 4% or $81,038 at 6%; with 50% employer match about $81,038 at 4% or $54,025 at 6%; with 100% employer match about $60,779 at 4% or $40,519 at 6%.
Lord & Sons Inc. 401K Plan-188$9,007,567$948,147$5,043iApproximate average salary by contribution assumption: employee only about $126,083 at 4% or $84,056 at 6%; with 50% employer match about $84,056 at 4% or $56,037 at 6%; with 100% employer match about $63,042 at 4% or $42,028 at 6%.
Lord & Sons Inc. Life, Medical and Dental Plan-195---
20222165$7,851,058$848,378$5,142iApproximate average salary by contribution assumption: employee only about $128,542 at 4% or $85,695 at 6%; with 50% employer match about $85,695 at 4% or $57,130 at 6%; with 100% employer match about $64,271 at 4% or $42,847 at 6%.
Lord & Sons Inc. 401K Plan-163$7,851,058$848,378$5,205iApproximate average salary by contribution assumption: employee only about $130,119 at 4% or $86,746 at 6%; with 50% employer match about $86,746 at 4% or $57,831 at 6%; with 100% employer match about $65,060 at 4% or $43,373 at 6%.
Lord & Sons Inc. Life, Medical and Dental Plan-165---
20212169$8,783,113$647,120$3,829iApproximate average salary by contribution assumption: employee only about $95,728 at 4% or $63,819 at 6%; with 50% employer match about $63,819 at 4% or $42,546 at 6%; with 100% employer match about $47,864 at 4% or $31,909 at 6%.
Lord & Sons Inc. 401K Plan-144$8,783,113$647,120$4,494iApproximate average salary by contribution assumption: employee only about $112,347 at 4% or $74,898 at 6%; with 50% employer match about $74,898 at 4% or $49,932 at 6%; with 100% employer match about $56,174 at 4% or $37,449 at 6%.
Lord & Sons Inc. Life, Medical and Dental Plan-169---
20202230$7,752,090$585,753$2,547iApproximate average salary by contribution assumption: employee only about $63,669 at 4% or $42,446 at 6%; with 50% employer match about $42,446 at 4% or $28,297 at 6%; with 100% employer match about $31,834 at 4% or $21,223 at 6%.
Lord & Sons Inc. 401K Plan-141$7,752,090$585,753$4,154iApproximate average salary by contribution assumption: employee only about $103,857 at 4% or $69,238 at 6%; with 50% employer match about $69,238 at 4% or $46,159 at 6%; with 100% employer match about $51,928 at 4% or $34,619 at 6%.
Lord & Sons Inc. Life, Medical and Dental Plan-230---
20193225$6,777,023$572,289$2,544iApproximate average salary by contribution assumption: employee only about $63,588 at 4% or $42,392 at 6%; with 50% employer match about $42,392 at 4% or $28,261 at 6%; with 100% employer match about $31,794 at 4% or $21,196 at 6%.
Lord & Sons Inc. 401K Plan-142$6,777,023$572,289$4,030iApproximate average salary by contribution assumption: employee only about $100,755 at 4% or $67,170 at 6%; with 50% employer match about $67,170 at 4% or $44,780 at 6%; with 100% employer match about $50,378 at 4% or $33,585 at 6%.
Lord & Sons Inc. Life, Medical and Dental Plan-181---
Lord & Sons Inc. Life, Medical and Dental Plan-225---
20181131$5,425,872$545,158$4,162iApproximate average salary by contribution assumption: employee only about $104,038 at 4% or $69,359 at 6%; with 50% employer match about $69,359 at 4% or $46,239 at 6%; with 100% employer match about $52,019 at 4% or $34,679 at 6%.
Lord & Sons Inc. 401K Plan-131$5,425,872$545,158$4,162iApproximate average salary by contribution assumption: employee only about $104,038 at 4% or $69,359 at 6%; with 50% employer match about $69,359 at 4% or $46,239 at 6%; with 100% employer match about $52,019 at 4% or $34,679 at 6%.
20171147$5,808,358$504,578$3,433iApproximate average salary by contribution assumption: employee only about $85,813 at 4% or $57,208 at 6%; with 50% employer match about $57,208 at 4% or $38,139 at 6%; with 100% employer match about $42,906 at 4% or $28,604 at 6%.
Lord & Sons Inc. 401K Plan-147$5,808,358$504,578$3,433iApproximate average salary by contribution assumption: employee only about $85,813 at 4% or $57,208 at 6%; with 50% employer match about $57,208 at 4% or $38,139 at 6%; with 100% employer match about $42,906 at 4% or $28,604 at 6%.
20161180$4,703,831$447,477$2,486iApproximate average salary by contribution assumption: employee only about $62,150 at 4% or $41,433 at 6%; with 50% employer match about $41,433 at 4% or $27,622 at 6%; with 100% employer match about $31,075 at 4% or $20,717 at 6%.
Lord & Sons Inc. 401K Plan-180$4,703,831$447,477$2,486iApproximate average salary by contribution assumption: employee only about $62,150 at 4% or $41,433 at 6%; with 50% employer match about $41,433 at 4% or $27,622 at 6%; with 100% employer match about $31,075 at 4% or $20,717 at 6%.
20151148$3,861,602$434,217$2,934iApproximate average salary by contribution assumption: employee only about $73,347 at 4% or $48,898 at 6%; with 50% employer match about $48,898 at 4% or $32,599 at 6%; with 100% employer match about $36,674 at 4% or $24,449 at 6%.
Lord & Sons Inc. 401K Plan-148$3,861,602$434,217$2,934iApproximate average salary by contribution assumption: employee only about $73,347 at 4% or $48,898 at 6%; with 50% employer match about $48,898 at 4% or $32,599 at 6%; with 100% employer match about $36,674 at 4% or $24,449 at 6%.
20141134$3,584,867$339,722$2,535iApproximate average salary by contribution assumption: employee only about $63,381 at 4% or $42,254 at 6%; with 50% employer match about $42,254 at 4% or $28,169 at 6%; with 100% employer match about $31,690 at 4% or $21,127 at 6%.
Lord & Sons Inc. 401K Plan-134$3,584,867$339,722$2,535iApproximate average salary by contribution assumption: employee only about $63,381 at 4% or $42,254 at 6%; with 50% employer match about $42,254 at 4% or $28,169 at 6%; with 100% employer match about $31,690 at 4% or $21,127 at 6%.
20131141$3,251,897$315,934$2,241iApproximate average salary by contribution assumption: employee only about $56,017 at 4% or $37,344 at 6%; with 50% employer match about $37,344 at 4% or $24,896 at 6%; with 100% employer match about $28,008 at 4% or $18,672 at 6%.
Lord & Sons Inc. 401K Plan-141$3,251,897$315,934$2,241iApproximate average salary by contribution assumption: employee only about $56,017 at 4% or $37,344 at 6%; with 50% employer match about $37,344 at 4% or $24,896 at 6%; with 100% employer match about $28,008 at 4% or $18,672 at 6%.
20121115$2,529,148$320,521$2,787iApproximate average salary by contribution assumption: employee only about $69,678 at 4% or $46,452 at 6%; with 50% employer match about $46,452 at 4% or $30,968 at 6%; with 100% employer match about $34,839 at 4% or $23,226 at 6%.
Lord & Sons Inc. 401K Plan-115$2,529,148$320,521$2,787iApproximate average salary by contribution assumption: employee only about $69,678 at 4% or $46,452 at 6%; with 50% employer match about $46,452 at 4% or $30,968 at 6%; with 100% employer match about $34,839 at 4% or $23,226 at 6%.
20112132$2,030,602$300,029$2,273iApproximate average salary by contribution assumption: employee only about $56,824 at 4% or $37,882 at 6%; with 50% employer match about $37,882 at 4% or $25,255 at 6%; with 100% employer match about $28,412 at 4% or $18,941 at 6%.
Lord & Sons Inc. 401K Plan-132$2,030,602$300,029$2,273iApproximate average salary by contribution assumption: employee only about $56,824 at 4% or $37,882 at 6%; with 50% employer match about $37,882 at 4% or $25,255 at 6%; with 100% employer match about $28,412 at 4% or $18,941 at 6%.
Lord & Sons Inc. Life, Medical and Dental Plan-111---
20102100$2,006,823$298,577$2,986iApproximate average salary by contribution assumption: employee only about $74,644 at 4% or $49,763 at 6%; with 50% employer match about $49,763 at 4% or $33,175 at 6%; with 100% employer match about $37,322 at 4% or $24,881 at 6%.
Lord & Sons Inc. 401K Plan-44$2,006,823$298,577$6,786iApproximate average salary by contribution assumption: employee only about $169,646 at 4% or $113,097 at 6%; with 50% employer match about $113,097 at 4% or $75,398 at 6%; with 100% employer match about $84,823 at 4% or $56,549 at 6%.
Lord & Sons Inc. Life, Medical and Dental Plan-100---
20092101$1,597,879$308,993$3,059iApproximate average salary by contribution assumption: employee only about $76,483 at 4% or $50,989 at 6%; with 50% employer match about $50,989 at 4% or $33,993 at 6%; with 100% employer match about $38,242 at 4% or $25,494 at 6%.
Lord & Sons Inc. 401K Plan-46$1,597,879$308,993$6,717iApproximate average salary by contribution assumption: employee only about $167,931 at 4% or $111,954 at 6%; with 50% employer match about $111,954 at 4% or $74,636 at 6%; with 100% employer match about $83,965 at 4% or $55,977 at 6%.
Lord & Sons Inc. Life, Medical and Dental Plan-101---
20082120$0$0-
Lord & Sons Inc. 401K Plan-113---
Lord & Sons Inc. Life, Medical and Dental Plan-120---
20072149$1,472,258$172,011$1,154iApproximate average salary by contribution assumption: employee only about $28,861 at 4% or $19,241 at 6%; with 50% employer match about $19,241 at 4% or $12,827 at 6%; with 100% employer match about $14,430 at 4% or $9,620 at 6%.
Lord & Sons Inc. 401K Plan-101$1,472,258$172,011$1,703iApproximate average salary by contribution assumption: employee only about $42,577 at 4% or $28,385 at 6%; with 50% employer match about $28,385 at 4% or $18,923 at 6%; with 100% employer match about $21,288 at 4% or $14,192 at 6%.
Lord & Sons Inc. Life, Medical and Dental Plan-149---
2006192$1,257,595$132,109$1,436iApproximate average salary by contribution assumption: employee only about $35,899 at 4% or $23,933 at 6%; with 50% employer match about $23,933 at 4% or $15,955 at 6%; with 100% employer match about $17,950 at 4% or $11,966 at 6%.
Lord & Sons Inc. 401K Plan-92$1,257,595$132,109$1,436iApproximate average salary by contribution assumption: employee only about $35,899 at 4% or $23,933 at 6%; with 50% employer match about $23,933 at 4% or $15,955 at 6%; with 100% employer match about $17,950 at 4% or $11,966 at 6%.
20051100$1,059,480$112,012$1,120iApproximate average salary by contribution assumption: employee only about $28,003 at 4% or $18,669 at 6%; with 50% employer match about $18,669 at 4% or $12,446 at 6%; with 100% employer match about $14,001 at 4% or $9,334 at 6%.
Lord & Sons Inc. 401K Plan-100$1,059,480$112,012$1,120iApproximate average salary by contribution assumption: employee only about $28,003 at 4% or $18,669 at 6%; with 50% employer match about $18,669 at 4% or $12,446 at 6%; with 100% employer match about $14,001 at 4% or $9,334 at 6%.
2004184$947,743$61,286$730iApproximate average salary by contribution assumption: employee only about $18,240 at 4% or $12,160 at 6%; with 50% employer match about $12,160 at 4% or $8,107 at 6%; with 100% employer match about $9,120 at 4% or $6,080 at 6%.
Lord & Sons Inc. 401K Plan-84$947,743$61,286$730iApproximate average salary by contribution assumption: employee only about $18,240 at 4% or $12,160 at 6%; with 50% employer match about $12,160 at 4% or $8,107 at 6%; with 100% employer match about $9,120 at 4% or $6,080 at 6%.
2003188$0$0-
Lord & Sons Inc. 401K Plan-88---
2002186$0$0-
Lord & Sons Inc. 401K Plan-86---
2001188$0$0-
Lord & Sons Inc. 401K Plan-88---
2000170$0$0-
Lord & Sons Inc. 401K Plan-70---
1999156$560,316$140,754$2,513iApproximate average salary by contribution assumption: employee only about $62,837 at 4% or $41,891 at 6%; with 50% employer match about $41,891 at 4% or $27,927 at 6%; with 100% employer match about $31,418 at 4% or $20,946 at 6%.
Lord & Sons Inc. 401K Plan-56$560,316$140,754$2,513iApproximate average salary by contribution assumption: employee only about $62,837 at 4% or $41,891 at 6%; with 50% employer match about $41,891 at 4% or $27,927 at 6%; with 100% employer match about $31,418 at 4% or $20,946 at 6%.