Civic Intelligence

David Lyng Real Estate

Plan context: David Lyng Real Estate 401(K) Plan & Trust

EIN 94-2778851 • Santa Cruz, CA • 27 filings • 3 plans

1041 41st AvenueSanta Cruz, CA 95062
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$605,313

2025 Contributions

$18,793

Historical Graphs

Total Assets Over Time

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

$1,582,632$791,316$0199920132025YearValue
$605,313Latest year 2025

Participants Over Time

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

23120199920122025YearValue
11Latest 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
2025111$605,313$18,793$1,708iApproximate average salary by contribution assumption: employee only about $42,711 at 4% or $28,474 at 6%; with 50% employer match about $28,474 at 4% or $18,983 at 6%; with 100% employer match about $21,356 at 4% or $14,237 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-11$605,313$18,793$1,708iApproximate average salary by contribution assumption: employee only about $42,711 at 4% or $28,474 at 6%; with 50% employer match about $28,474 at 4% or $18,983 at 6%; with 100% employer match about $21,356 at 4% or $14,237 at 6%.
2024113$512,374$32,730$2,518iApproximate average salary by contribution assumption: employee only about $62,942 at 4% or $41,962 at 6%; with 50% employer match about $41,962 at 4% or $27,974 at 6%; with 100% employer match about $31,471 at 4% or $20,981 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-13$512,374$32,730$2,518iApproximate average salary by contribution assumption: employee only about $62,942 at 4% or $41,962 at 6%; with 50% employer match about $41,962 at 4% or $27,974 at 6%; with 100% employer match about $31,471 at 4% or $20,981 at 6%.
2023113$425,751$31,180$2,398iApproximate average salary by contribution assumption: employee only about $59,962 at 4% or $39,974 at 6%; with 50% employer match about $39,974 at 4% or $26,650 at 6%; with 100% employer match about $29,981 at 4% or $19,987 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-13$425,751$31,180$2,398iApproximate average salary by contribution assumption: employee only about $59,962 at 4% or $39,974 at 6%; with 50% employer match about $39,974 at 4% or $26,650 at 6%; with 100% employer match about $29,981 at 4% or $19,987 at 6%.
2022116$336,983$39,025$2,439iApproximate average salary by contribution assumption: employee only about $60,977 at 4% or $40,651 at 6%; with 50% employer match about $40,651 at 4% or $27,101 at 6%; with 100% employer match about $30,488 at 4% or $20,326 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-16$336,983$39,025$2,439iApproximate average salary by contribution assumption: employee only about $60,977 at 4% or $40,651 at 6%; with 50% employer match about $40,651 at 4% or $27,101 at 6%; with 100% employer match about $30,488 at 4% or $20,326 at 6%.
2021115$389,213$22,995$1,533iApproximate average salary by contribution assumption: employee only about $38,325 at 4% or $25,550 at 6%; with 50% employer match about $25,550 at 4% or $17,033 at 6%; with 100% employer match about $19,163 at 4% or $12,775 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-15$389,213$22,995$1,533iApproximate average salary by contribution assumption: employee only about $38,325 at 4% or $25,550 at 6%; with 50% employer match about $25,550 at 4% or $17,033 at 6%; with 100% employer match about $19,163 at 4% or $12,775 at 6%.
2020117$299,579$23,250$1,368iApproximate average salary by contribution assumption: employee only about $34,191 at 4% or $22,794 at 6%; with 50% employer match about $22,794 at 4% or $15,196 at 6%; with 100% employer match about $17,096 at 4% or $11,397 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-17$299,579$23,250$1,368iApproximate average salary by contribution assumption: employee only about $34,191 at 4% or $22,794 at 6%; with 50% employer match about $22,794 at 4% or $15,196 at 6%; with 100% employer match about $17,096 at 4% or $11,397 at 6%.
2019119$238,562$23,975$1,262iApproximate average salary by contribution assumption: employee only about $31,546 at 4% or $21,031 at 6%; with 50% employer match about $21,031 at 4% or $14,020 at 6%; with 100% employer match about $15,773 at 4% or $10,515 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-19$238,562$23,975$1,262iApproximate average salary by contribution assumption: employee only about $31,546 at 4% or $21,031 at 6%; with 50% employer match about $21,031 at 4% or $14,020 at 6%; with 100% employer match about $15,773 at 4% or $10,515 at 6%.
2018121$704,540$23,200$1,105iApproximate average salary by contribution assumption: employee only about $27,619 at 4% or $18,413 at 6%; with 50% employer match about $18,413 at 4% or $12,275 at 6%; with 100% employer match about $13,810 at 4% or $9,206 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-21$704,540$23,200$1,105iApproximate average salary by contribution assumption: employee only about $27,619 at 4% or $18,413 at 6%; with 50% employer match about $18,413 at 4% or $12,275 at 6%; with 100% employer match about $13,810 at 4% or $9,206 at 6%.
2017123$733,372$25,323$1,101iApproximate average salary by contribution assumption: employee only about $27,525 at 4% or $18,350 at 6%; with 50% employer match about $18,350 at 4% or $12,233 at 6%; with 100% employer match about $13,763 at 4% or $9,175 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-23$733,372$25,323$1,101iApproximate average salary by contribution assumption: employee only about $27,525 at 4% or $18,350 at 6%; with 50% employer match about $18,350 at 4% or $12,233 at 6%; with 100% employer match about $13,763 at 4% or $9,175 at 6%.
2016121$697,953$3,067$146iApproximate average salary by contribution assumption: employee only about $3,651 at 4% or $2,434 at 6%; with 50% employer match about $2,434 at 4% or $1,623 at 6%; with 100% employer match about $1,826 at 4% or $1,217 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-21$697,953$3,067$146iApproximate average salary by contribution assumption: employee only about $3,651 at 4% or $2,434 at 6%; with 50% employer match about $2,434 at 4% or $1,623 at 6%; with 100% employer match about $1,826 at 4% or $1,217 at 6%.
2015114$671,948$400$29iApproximate average salary by contribution assumption: employee only about $714 at 4% or $476 at 6%; with 50% employer match about $476 at 4% or $317 at 6%; with 100% employer match about $357 at 4% or $238 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-14$671,948$400$29iApproximate average salary by contribution assumption: employee only about $714 at 4% or $476 at 6%; with 50% employer match about $476 at 4% or $317 at 6%; with 100% employer match about $357 at 4% or $238 at 6%.
2014119$712,566$600$32iApproximate average salary by contribution assumption: employee only about $789 at 4% or $526 at 6%; with 50% employer match about $526 at 4% or $351 at 6%; with 100% employer match about $395 at 4% or $263 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-19$712,566$600$32iApproximate average salary by contribution assumption: employee only about $789 at 4% or $526 at 6%; with 50% employer match about $526 at 4% or $351 at 6%; with 100% employer match about $395 at 4% or $263 at 6%.
2013120$1,342,308$3,725$186iApproximate average salary by contribution assumption: employee only about $4,656 at 4% or $3,104 at 6%; with 50% employer match about $3,104 at 4% or $2,069 at 6%; with 100% employer match about $2,328 at 4% or $1,552 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-20$1,342,308$3,725$186iApproximate average salary by contribution assumption: employee only about $4,656 at 4% or $3,104 at 6%; with 50% employer match about $3,104 at 4% or $2,069 at 6%; with 100% employer match about $2,328 at 4% or $1,552 at 6%.
2012118$1,137,118$4,200$233iApproximate average salary by contribution assumption: employee only about $5,833 at 4% or $3,889 at 6%; with 50% employer match about $3,889 at 4% or $2,593 at 6%; with 100% employer match about $2,917 at 4% or $1,944 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-18$1,137,118$4,200$233iApproximate average salary by contribution assumption: employee only about $5,833 at 4% or $3,889 at 6%; with 50% employer match about $3,889 at 4% or $2,593 at 6%; with 100% employer match about $2,917 at 4% or $1,944 at 6%.
2011112$1,296,497$2,050$171iApproximate average salary by contribution assumption: employee only about $4,271 at 4% or $2,847 at 6%; with 50% employer match about $2,847 at 4% or $1,898 at 6%; with 100% employer match about $2,135 at 4% or $1,424 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-12$1,296,497$2,050$171iApproximate average salary by contribution assumption: employee only about $4,271 at 4% or $2,847 at 6%; with 50% employer match about $2,847 at 4% or $1,898 at 6%; with 100% employer match about $2,135 at 4% or $1,424 at 6%.
2010113$1,397,350$7,805$600iApproximate average salary by contribution assumption: employee only about $15,010 at 4% or $10,006 at 6%; with 50% employer match about $10,006 at 4% or $6,671 at 6%; with 100% employer match about $7,505 at 4% or $5,003 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-13$1,397,350$7,805$600iApproximate average salary by contribution assumption: employee only about $15,010 at 4% or $10,006 at 6%; with 50% employer match about $10,006 at 4% or $6,671 at 6%; with 100% employer match about $7,505 at 4% or $5,003 at 6%.
2009119$1,390,794$26,321$1,385iApproximate average salary by contribution assumption: employee only about $34,633 at 4% or $23,089 at 6%; with 50% employer match about $23,089 at 4% or $15,392 at 6%; with 100% employer match about $17,316 at 4% or $11,544 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-19$1,390,794$26,321$1,385iApproximate average salary by contribution assumption: employee only about $34,633 at 4% or $23,089 at 6%; with 50% employer match about $23,089 at 4% or $15,392 at 6%; with 100% employer match about $17,316 at 4% or $11,544 at 6%.
2008116$1,081,329$35,683$2,230iApproximate average salary by contribution assumption: employee only about $55,755 at 4% or $37,170 at 6%; with 50% employer match about $37,170 at 4% or $24,780 at 6%; with 100% employer match about $27,877 at 4% or $18,585 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-16$1,081,329$35,683$2,230iApproximate average salary by contribution assumption: employee only about $55,755 at 4% or $37,170 at 6%; with 50% employer match about $37,170 at 4% or $24,780 at 6%; with 100% employer match about $27,877 at 4% or $18,585 at 6%.
2007116$1,582,632$52,072$3,255iApproximate average salary by contribution assumption: employee only about $81,363 at 4% or $54,242 at 6%; with 50% employer match about $54,242 at 4% or $36,161 at 6%; with 100% employer match about $40,681 at 4% or $27,121 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-16$1,582,632$52,072$3,255iApproximate average salary by contribution assumption: employee only about $81,363 at 4% or $54,242 at 6%; with 50% employer match about $54,242 at 4% or $36,161 at 6%; with 100% employer match about $40,681 at 4% or $27,121 at 6%.
2006116$1,338,225$168,975$10,561iApproximate average salary by contribution assumption: employee only about $264,023 at 4% or $176,016 at 6%; with 50% employer match about $176,016 at 4% or $117,344 at 6%; with 100% employer match about $132,012 at 4% or $88,008 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-16$1,338,225$168,975$10,561iApproximate average salary by contribution assumption: employee only about $264,023 at 4% or $176,016 at 6%; with 50% employer match about $176,016 at 4% or $117,344 at 6%; with 100% employer match about $132,012 at 4% or $88,008 at 6%.
2005115$1,059,206$134,175$8,945iApproximate average salary by contribution assumption: employee only about $223,625 at 4% or $149,083 at 6%; with 50% employer match about $149,083 at 4% or $99,389 at 6%; with 100% employer match about $111,813 at 4% or $74,542 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-15$1,059,206$134,175$8,945iApproximate average salary by contribution assumption: employee only about $223,625 at 4% or $149,083 at 6%; with 50% employer match about $149,083 at 4% or $99,389 at 6%; with 100% employer match about $111,813 at 4% or $74,542 at 6%.
2004112$898,389$131,104$10,925iApproximate average salary by contribution assumption: employee only about $273,133 at 4% or $182,089 at 6%; with 50% employer match about $182,089 at 4% or $121,393 at 6%; with 100% employer match about $136,567 at 4% or $91,044 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-12$898,389$131,104$10,925iApproximate average salary by contribution assumption: employee only about $273,133 at 4% or $182,089 at 6%; with 50% employer match about $182,089 at 4% or $121,393 at 6%; with 100% employer match about $136,567 at 4% or $91,044 at 6%.
200318$700,032$71,659$8,957iApproximate average salary by contribution assumption: employee only about $223,934 at 4% or $149,290 at 6%; with 50% employer match about $149,290 at 4% or $99,526 at 6%; with 100% employer match about $111,967 at 4% or $74,645 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-8$700,032$71,659$8,957iApproximate average salary by contribution assumption: employee only about $223,934 at 4% or $149,290 at 6%; with 50% employer match about $149,290 at 4% or $99,526 at 6%; with 100% employer match about $111,967 at 4% or $74,645 at 6%.
200216$651,083$0-
David Lyng Real Estate 401(K) Plan & Trust-6$651,083--
200114$0$0-
David Lyng Real Estate 401(K) Plan & Trust-4---
200015$611,383$66,169$13,234iApproximate average salary by contribution assumption: employee only about $330,845 at 4% or $220,563 at 6%; with 50% employer match about $220,563 at 4% or $147,042 at 6%; with 100% employer match about $165,423 at 4% or $110,282 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-5$611,383$66,169$13,234iApproximate average salary by contribution assumption: employee only about $330,845 at 4% or $220,563 at 6%; with 50% employer match about $220,563 at 4% or $147,042 at 6%; with 100% employer match about $165,423 at 4% or $110,282 at 6%.
199915$513,637$65,974$13,195iApproximate average salary by contribution assumption: employee only about $329,870 at 4% or $219,913 at 6%; with 50% employer match about $219,913 at 4% or $146,609 at 6%; with 100% employer match about $164,935 at 4% or $109,957 at 6%.
David Lyng Real Estate 401(K) Plan & Trust-5$513,637$65,974$13,195iApproximate average salary by contribution assumption: employee only about $329,870 at 4% or $219,913 at 6%; with 50% employer match about $219,913 at 4% or $146,609 at 6%; with 100% employer match about $164,935 at 4% or $109,957 at 6%.