Civic Intelligence

Lenz Inc. 401(K) Plan

Plan context: Lenz Inc. Cash Balance Plan

EIN 94-2266156 • Richmond, CA • 20 filings • 4 plans

1880 Garden Tract RoadRichmond, CA 94801
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$3,359,835

2024 Contributions

$439,422

Historical Graphs

Total Assets Over Time

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

$3,359,835$1,679,918$0201420192024YearValue
$3,359,835Latest year 2024

Participants Over Time

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

23120201420192024YearValue
23Latest 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
2024223$3,359,835$439,422$19,105iApproximate average salary by contribution assumption: employee only about $477,633 at 4% or $318,422 at 6%; with 50% employer match about $318,422 at 4% or $212,281 at 6%; with 100% employer match about $238,816 at 4% or $159,211 at 6%.
Lenz Inc. Cash Balance Plan-20$1,835,740$228,880$11,444iApproximate average salary by contribution assumption: employee only about $286,100 at 4% or $190,733 at 6%; with 50% employer match about $190,733 at 4% or $127,156 at 6%; with 100% employer match about $143,050 at 4% or $95,367 at 6%.
Lenz Inc. 401K Plan-23$1,524,095$210,542$9,154iApproximate average salary by contribution assumption: employee only about $228,850 at 4% or $152,567 at 6%; with 50% employer match about $152,567 at 4% or $101,711 at 6%; with 100% employer match about $114,425 at 4% or $76,283 at 6%.
2023219$2,687,450$371,030$19,528iApproximate average salary by contribution assumption: employee only about $488,197 at 4% or $325,465 at 6%; with 50% employer match about $325,465 at 4% or $216,977 at 6%; with 100% employer match about $244,099 at 4% or $162,732 at 6%.
Lenz Inc. Cash Balance Plan-13$1,480,708$189,675$14,590iApproximate average salary by contribution assumption: employee only about $364,760 at 4% or $243,173 at 6%; with 50% employer match about $243,173 at 4% or $162,115 at 6%; with 100% employer match about $182,380 at 4% or $121,587 at 6%.
Lenz Inc. 401K Plan-19$1,206,742$181,355$9,545iApproximate average salary by contribution assumption: employee only about $238,625 at 4% or $159,083 at 6%; with 50% employer match about $159,083 at 4% or $106,056 at 6%; with 100% employer match about $119,313 at 4% or $79,542 at 6%.
2022220$2,225,355$351,366$17,568iApproximate average salary by contribution assumption: employee only about $439,208 at 4% or $292,805 at 6%; with 50% employer match about $292,805 at 4% or $195,203 at 6%; with 100% employer match about $219,604 at 4% or $146,403 at 6%.
Lenz Inc. Cash Balance Plan-11$1,158,188$180,723$16,429iApproximate average salary by contribution assumption: employee only about $410,734 at 4% or $273,823 at 6%; with 50% employer match about $273,823 at 4% or $182,548 at 6%; with 100% employer match about $205,367 at 4% or $136,911 at 6%.
Lenz Inc. 401K Plan-20$1,067,167$170,643$8,532iApproximate average salary by contribution assumption: employee only about $213,304 at 4% or $142,203 at 6%; with 50% employer match about $142,203 at 4% or $94,802 at 6%; with 100% employer match about $106,652 at 4% or $71,101 at 6%.
2021221$2,218,402$350,631$16,697iApproximate average salary by contribution assumption: employee only about $417,418 at 4% or $278,279 at 6%; with 50% employer match about $278,279 at 4% or $185,519 at 6%; with 100% employer match about $208,709 at 4% or $139,139 at 6%.
Lenz Inc. Cash Balance Plan-12$1,148,130$169,497$14,125iApproximate average salary by contribution assumption: employee only about $353,119 at 4% or $235,413 at 6%; with 50% employer match about $235,413 at 4% or $156,942 at 6%; with 100% employer match about $176,559 at 4% or $117,706 at 6%.
Lenz Inc. 401K Plan-21$1,070,272$181,134$8,625iApproximate average salary by contribution assumption: employee only about $215,636 at 4% or $143,757 at 6%; with 50% employer match about $143,757 at 4% or $95,838 at 6%; with 100% employer match about $107,818 at 4% or $71,879 at 6%.
2020219$1,660,045$306,942$16,155iApproximate average salary by contribution assumption: employee only about $403,871 at 4% or $269,247 at 6%; with 50% employer match about $269,247 at 4% or $179,498 at 6%; with 100% employer match about $201,936 at 4% or $134,624 at 6%.
Lenz Inc. Cash Balance Plan-12$872,849$181,950$15,163iApproximate average salary by contribution assumption: employee only about $379,063 at 4% or $252,708 at 6%; with 50% employer match about $252,708 at 4% or $168,472 at 6%; with 100% employer match about $189,531 at 4% or $126,354 at 6%.
Lenz Inc. 401K Plan-19$787,196$124,992$6,579iApproximate average salary by contribution assumption: employee only about $164,463 at 4% or $109,642 at 6%; with 50% employer match about $109,642 at 4% or $73,095 at 6%; with 100% employer match about $82,232 at 4% or $54,821 at 6%.
2019213$1,213,852$264,220$20,325iApproximate average salary by contribution assumption: employee only about $508,115 at 4% or $338,744 at 6%; with 50% employer match about $338,744 at 4% or $225,829 at 6%; with 100% employer match about $254,058 at 4% or $169,372 at 6%.
Lenz Inc. Cash Balance Plan-8$635,939$170,850$21,356iApproximate average salary by contribution assumption: employee only about $533,906 at 4% or $355,938 at 6%; with 50% employer match about $355,938 at 4% or $237,292 at 6%; with 100% employer match about $266,953 at 4% or $177,969 at 6%.
Lenz Inc. 401K Plan-13$577,913$93,370$7,182iApproximate average salary by contribution assumption: employee only about $179,558 at 4% or $119,705 at 6%; with 50% employer match about $119,705 at 4% or $79,803 at 6%; with 100% employer match about $89,779 at 4% or $59,853 at 6%.
2018211$867,361$285,636$25,967iApproximate average salary by contribution assumption: employee only about $649,173 at 4% or $432,782 at 6%; with 50% employer match about $432,782 at 4% or $288,521 at 6%; with 100% employer match about $324,586 at 4% or $216,391 at 6%.
Lenz Inc. 401K Plan-11$465,558$107,386$9,762iApproximate average salary by contribution assumption: employee only about $244,059 at 4% or $162,706 at 6%; with 50% employer match about $162,706 at 4% or $108,471 at 6%; with 100% employer match about $122,030 at 4% or $81,353 at 6%.
Lenz Inc. Cash Balance Plan-9$401,803$178,250$19,806iApproximate average salary by contribution assumption: employee only about $495,139 at 4% or $330,093 at 6%; with 50% employer match about $330,093 at 4% or $220,062 at 6%; with 100% employer match about $247,569 at 4% or $165,046 at 6%.
2017212$681,696$175,669$14,639iApproximate average salary by contribution assumption: employee only about $365,977 at 4% or $243,985 at 6%; with 50% employer match about $243,985 at 4% or $162,656 at 6%; with 100% employer match about $182,989 at 4% or $121,992 at 6%.
Lenz Inc. 401K Plan-12$443,576$116,801$9,733iApproximate average salary by contribution assumption: employee only about $243,335 at 4% or $162,224 at 6%; with 50% employer match about $162,224 at 4% or $108,149 at 6%; with 100% employer match about $121,668 at 4% or $81,112 at 6%.
Lenz Inc. Cash Balance Plan-8$238,120$58,868$7,359iApproximate average salary by contribution assumption: employee only about $183,963 at 4% or $122,642 at 6%; with 50% employer match about $122,642 at 4% or $81,761 at 6%; with 100% employer match about $91,981 at 4% or $61,321 at 6%.
2016212$438,880$315,274$26,273iApproximate average salary by contribution assumption: employee only about $656,821 at 4% or $437,881 at 6%; with 50% employer match about $437,881 at 4% or $291,920 at 6%; with 100% employer match about $328,410 at 4% or $218,940 at 6%.
Lenz Inc. 401K Plan-12$271,380$147,774$12,315iApproximate average salary by contribution assumption: employee only about $307,863 at 4% or $205,242 at 6%; with 50% employer match about $205,242 at 4% or $136,828 at 6%; with 100% employer match about $153,931 at 4% or $102,621 at 6%.
Lenz Inc. Cash Balance Plan-8$167,500$167,500$20,938iApproximate average salary by contribution assumption: employee only about $523,438 at 4% or $348,958 at 6%; with 50% employer match about $348,958 at 4% or $232,639 at 6%; with 100% employer match about $261,719 at 4% or $174,479 at 6%.
2015110$120,550$110,275$11,028iApproximate average salary by contribution assumption: employee only about $275,688 at 4% or $183,792 at 6%; with 50% employer match about $183,792 at 4% or $122,528 at 6%; with 100% employer match about $137,844 at 4% or $91,896 at 6%.
Lenz Inc. 401K Plan-10$120,550$110,275$11,028iApproximate average salary by contribution assumption: employee only about $275,688 at 4% or $183,792 at 6%; with 50% employer match about $183,792 at 4% or $122,528 at 6%; with 100% employer match about $137,844 at 4% or $91,896 at 6%.
201411$12,951$13,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Lenz Inc. 401K Plan-1$12,951$13,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.