Civic Intelligence

Landmark Exchange

Plan context: Landmark Exchange 401 K Profit Sharing Plan Trust

EIN 94-3166364 • Pleasanton, CA • 16 filings • 5 plans

450 Main StreetSuite 200Pleasanton, CA 94566
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$135,685

2023 Contributions

$4,808

Historical Graphs

Total Assets Over Time

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

$160,620$80,310$0200720162023YearValue
$135,685Latest year 2023

Participants Over Time

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

1050200720162023YearValue
1Latest year 2023

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
202311$135,685$4,808$4,808iApproximate average salary by contribution assumption: employee only about $120,200 at 4% or $80,133 at 6%; with 50% employer match about $80,133 at 4% or $53,422 at 6%; with 100% employer match about $60,100 at 4% or $40,067 at 6%.
Landmark Exchange 401 K Profit Sharing Plan Trust-1$135,685$4,808$4,808iApproximate average salary by contribution assumption: employee only about $120,200 at 4% or $80,133 at 6%; with 50% employer match about $80,133 at 4% or $53,422 at 6%; with 100% employer match about $60,100 at 4% or $40,067 at 6%.
202211$102,140$27,792$27,792iApproximate average salary by contribution assumption: employee only about $694,800 at 4% or $463,200 at 6%; with 50% employer match about $463,200 at 4% or $308,800 at 6%; with 100% employer match about $347,400 at 4% or $231,600 at 6%.
Landmark Exchange 401 K Profit Sharing Plan Trust-1$102,140$27,792$27,792iApproximate average salary by contribution assumption: employee only about $694,800 at 4% or $463,200 at 6%; with 50% employer match about $463,200 at 4% or $308,800 at 6%; with 100% employer match about $347,400 at 4% or $231,600 at 6%.
202111$104,337$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Landmark Exchange 401 K Profit Sharing Plan Trust-1$104,337$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
202011$82,073$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Landmark Exchange 401 K Profit Sharing Plan Trust-1$82,073$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201911$54,367$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Landmark Exchange 401 K Profit Sharing Plan Trust-1$54,367$5,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
201811$36,864$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Landmark Exchange 401 K Profit Sharing Plan Trust-1$36,864$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201711$29,140$6,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Landmark Exchange 401 K Profit Sharing Plan Trust-1$29,140$6,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201611$17,569$8,000$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%.
Landmark Exchange 401 K Profit Sharing Plan Trust-1$17,569$8,000$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%.
201511$9,001$9,615$9,615iApproximate average salary by contribution assumption: employee only about $240,375 at 4% or $160,250 at 6%; with 50% employer match about $160,250 at 4% or $106,833 at 6%; with 100% employer match about $120,188 at 4% or $80,125 at 6%.
Landmark Exchange 401 K Profit Sharing Plan Trust-1$9,001$9,615$9,615iApproximate average salary by contribution assumption: employee only about $240,375 at 4% or $160,250 at 6%; with 50% employer match about $160,250 at 4% or $106,833 at 6%; with 100% employer match about $120,188 at 4% or $80,125 at 6%.
201410$0$7,804-
Landmark Exchange 401 K Profit Sharing Plan Trust-0$0$7,804-
201314$160,620$14,984$3,746iApproximate average salary by contribution assumption: employee only about $93,650 at 4% or $62,433 at 6%; with 50% employer match about $62,433 at 4% or $41,622 at 6%; with 100% employer match about $46,825 at 4% or $31,217 at 6%.
Landmark Exchange 401 K Profit Sharing Plan Trust-4$160,620$14,984$3,746iApproximate average salary by contribution assumption: employee only about $93,650 at 4% or $62,433 at 6%; with 50% employer match about $62,433 at 4% or $41,622 at 6%; with 100% employer match about $46,825 at 4% or $31,217 at 6%.
201214$130,017$23,656$5,914iApproximate average salary by contribution assumption: employee only about $147,850 at 4% or $98,567 at 6%; with 50% employer match about $98,567 at 4% or $65,711 at 6%; with 100% employer match about $73,925 at 4% or $49,283 at 6%.
Landmark Exchange 401 K Profit Sharing Plan Trust-4$130,017$23,656$5,914iApproximate average salary by contribution assumption: employee only about $147,850 at 4% or $98,567 at 6%; with 50% employer match about $98,567 at 4% or $65,711 at 6%; with 100% employer match about $73,925 at 4% or $49,283 at 6%.
201115$102,971$20,724$4,145iApproximate average salary by contribution assumption: employee only about $103,620 at 4% or $69,080 at 6%; with 50% employer match about $69,080 at 4% or $46,053 at 6%; with 100% employer match about $51,810 at 4% or $34,540 at 6%.
Landmark Exchange 401 K Profit Sharing Plan Trust-5$102,971$20,724$4,145iApproximate average salary by contribution assumption: employee only about $103,620 at 4% or $69,080 at 6%; with 50% employer match about $69,080 at 4% or $46,053 at 6%; with 100% employer match about $51,810 at 4% or $34,540 at 6%.
201015$85,857$6,643$1,329iApproximate average salary by contribution assumption: employee only about $33,215 at 4% or $22,143 at 6%; with 50% employer match about $22,143 at 4% or $14,762 at 6%; with 100% employer match about $16,608 at 4% or $11,072 at 6%.
Landmark Exchange 401 K Profit Sharing Plan Trust-5$85,857$6,643$1,329iApproximate average salary by contribution assumption: employee only about $33,215 at 4% or $22,143 at 6%; with 50% employer match about $22,143 at 4% or $14,762 at 6%; with 100% employer match about $16,608 at 4% or $11,072 at 6%.
200915$75,249$30,638$6,128iApproximate average salary by contribution assumption: employee only about $153,190 at 4% or $102,127 at 6%; with 50% employer match about $102,127 at 4% or $68,084 at 6%; with 100% employer match about $76,595 at 4% or $51,063 at 6%.
Landmark Exchange 401 K Profit Sharing Plan Trust-5$75,249$30,638$6,128iApproximate average salary by contribution assumption: employee only about $153,190 at 4% or $102,127 at 6%; with 50% employer match about $102,127 at 4% or $68,084 at 6%; with 100% employer match about $76,595 at 4% or $51,063 at 6%.
2007110$16,779$10,983$1,098iApproximate average salary by contribution assumption: employee only about $27,458 at 4% or $18,305 at 6%; with 50% employer match about $18,305 at 4% or $12,203 at 6%; with 100% employer match about $13,729 at 4% or $9,153 at 6%.
Landmark Exchange 401 K Profit Sharing Plan Trust-10$16,779$10,983$1,098iApproximate average salary by contribution assumption: employee only about $27,458 at 4% or $18,305 at 6%; with 50% employer match about $18,305 at 4% or $12,203 at 6%; with 100% employer match about $13,729 at 4% or $9,153 at 6%.