Lodestar Private Asset Management LLC
Plan context: Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust
EIN 94-3390377 • Alamo, CA • 25 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$4,874,039
2024 Contributions
$355,960
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $4,874,039 | $355,960 | $44,495iApproximate average salary by contribution assumption: employee only about $1,112,375 at 4% or $741,583 at 6%; with 50% employer match about $741,583 at 4% or $494,389 at 6%; with 100% employer match about $556,188 at 4% or $370,792 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 8 | $4,874,039 | $355,960 | $44,495iApproximate average salary by contribution assumption: employee only about $1,112,375 at 4% or $741,583 at 6%; with 50% employer match about $741,583 at 4% or $494,389 at 6%; with 100% employer match about $556,188 at 4% or $370,792 at 6%. |
| 2023 | 1 | 9 | $3,973,807 | $464,561 | $51,618iApproximate average salary by contribution assumption: employee only about $1,290,447 at 4% or $860,298 at 6%; with 50% employer match about $860,298 at 4% or $573,532 at 6%; with 100% employer match about $645,224 at 4% or $430,149 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 9 | $3,973,807 | $464,561 | $51,618iApproximate average salary by contribution assumption: employee only about $1,290,447 at 4% or $860,298 at 6%; with 50% employer match about $860,298 at 4% or $573,532 at 6%; with 100% employer match about $645,224 at 4% or $430,149 at 6%. |
| 2022 | 1 | 9 | $2,894,849 | $364,332 | $40,481iApproximate average salary by contribution assumption: employee only about $1,012,033 at 4% or $674,689 at 6%; with 50% employer match about $674,689 at 4% or $449,793 at 6%; with 100% employer match about $506,017 at 4% or $337,344 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 9 | $2,894,849 | $364,332 | $40,481iApproximate average salary by contribution assumption: employee only about $1,012,033 at 4% or $674,689 at 6%; with 50% employer match about $674,689 at 4% or $449,793 at 6%; with 100% employer match about $506,017 at 4% or $337,344 at 6%. |
| 2021 | 1 | 8 | $3,010,709 | $1,240,074 | $155,009iApproximate average salary by contribution assumption: employee only about $3,875,231 at 4% or $2,583,488 at 6%; with 50% employer match about $2,583,488 at 4% or $1,722,325 at 6%; with 100% employer match about $1,937,616 at 4% or $1,291,744 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 8 | $3,010,709 | $1,240,074 | $155,009iApproximate average salary by contribution assumption: employee only about $3,875,231 at 4% or $2,583,488 at 6%; with 50% employer match about $2,583,488 at 4% or $1,722,325 at 6%; with 100% employer match about $1,937,616 at 4% or $1,291,744 at 6%. |
| 2020 | 1 | 6 | $2,419,365 | $202,056 | $33,676iApproximate average salary by contribution assumption: employee only about $841,900 at 4% or $561,267 at 6%; with 50% employer match about $561,267 at 4% or $374,178 at 6%; with 100% employer match about $420,950 at 4% or $280,633 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 6 | $2,419,365 | $202,056 | $33,676iApproximate average salary by contribution assumption: employee only about $841,900 at 4% or $561,267 at 6%; with 50% employer match about $561,267 at 4% or $374,178 at 6%; with 100% employer match about $420,950 at 4% or $280,633 at 6%. |
| 2019 | 1 | 8 | $2,468,144 | $254,955 | $31,869iApproximate average salary by contribution assumption: employee only about $796,734 at 4% or $531,156 at 6%; with 50% employer match about $531,156 at 4% or $354,104 at 6%; with 100% employer match about $398,367 at 4% or $265,578 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 8 | $2,468,144 | $254,955 | $31,869iApproximate average salary by contribution assumption: employee only about $796,734 at 4% or $531,156 at 6%; with 50% employer match about $531,156 at 4% or $354,104 at 6%; with 100% employer match about $398,367 at 4% or $265,578 at 6%. |
| 2018 | 1 | 8 | $1,762,293 | $206,595 | $25,824iApproximate average salary by contribution assumption: employee only about $645,609 at 4% or $430,406 at 6%; with 50% employer match about $430,406 at 4% or $286,938 at 6%; with 100% employer match about $322,805 at 4% or $215,203 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 8 | $1,762,293 | $206,595 | $25,824iApproximate average salary by contribution assumption: employee only about $645,609 at 4% or $430,406 at 6%; with 50% employer match about $430,406 at 4% or $286,938 at 6%; with 100% employer match about $322,805 at 4% or $215,203 at 6%. |
| 2017 | 1 | 7 | $1,736,049 | $186,979 | $26,711iApproximate average salary by contribution assumption: employee only about $667,782 at 4% or $445,188 at 6%; with 50% employer match about $445,188 at 4% or $296,792 at 6%; with 100% employer match about $333,891 at 4% or $222,594 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 7 | $1,736,049 | $186,979 | $26,711iApproximate average salary by contribution assumption: employee only about $667,782 at 4% or $445,188 at 6%; with 50% employer match about $445,188 at 4% or $296,792 at 6%; with 100% employer match about $333,891 at 4% or $222,594 at 6%. |
| 2016 | 1 | 9 | $1,365,443 | $172,641 | $19,182iApproximate average salary by contribution assumption: employee only about $479,558 at 4% or $319,706 at 6%; with 50% employer match about $319,706 at 4% or $213,137 at 6%; with 100% employer match about $239,779 at 4% or $159,853 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 9 | $1,365,443 | $172,641 | $19,182iApproximate average salary by contribution assumption: employee only about $479,558 at 4% or $319,706 at 6%; with 50% employer match about $319,706 at 4% or $213,137 at 6%; with 100% employer match about $239,779 at 4% or $159,853 at 6%. |
| 2015 | 1 | 8 | $1,100,676 | $146,992 | $18,374iApproximate average salary by contribution assumption: employee only about $459,350 at 4% or $306,233 at 6%; with 50% employer match about $306,233 at 4% or $204,156 at 6%; with 100% employer match about $229,675 at 4% or $153,117 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 8 | $1,100,676 | $146,992 | $18,374iApproximate average salary by contribution assumption: employee only about $459,350 at 4% or $306,233 at 6%; with 50% employer match about $306,233 at 4% or $204,156 at 6%; with 100% employer match about $229,675 at 4% or $153,117 at 6%. |
| 2014 | 1 | 10 | $983,903 | $116,040 | $11,604iApproximate average salary by contribution assumption: employee only about $290,100 at 4% or $193,400 at 6%; with 50% employer match about $193,400 at 4% or $128,933 at 6%; with 100% employer match about $145,050 at 4% or $96,700 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 10 | $983,903 | $116,040 | $11,604iApproximate average salary by contribution assumption: employee only about $290,100 at 4% or $193,400 at 6%; with 50% employer match about $193,400 at 4% or $128,933 at 6%; with 100% employer match about $145,050 at 4% or $96,700 at 6%. |
| 2013 | 1 | 6 | $858,679 | $81,104 | $13,517iApproximate average salary by contribution assumption: employee only about $337,933 at 4% or $225,289 at 6%; with 50% employer match about $225,289 at 4% or $150,193 at 6%; with 100% employer match about $168,967 at 4% or $112,644 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 6 | $858,679 | $81,104 | $13,517iApproximate average salary by contribution assumption: employee only about $337,933 at 4% or $225,289 at 6%; with 50% employer match about $225,289 at 4% or $150,193 at 6%; with 100% employer match about $168,967 at 4% or $112,644 at 6%. |
| 2012 | 1 | 6 | $653,565 | $69,811 | $11,635iApproximate average salary by contribution assumption: employee only about $290,879 at 4% or $193,919 at 6%; with 50% employer match about $193,919 at 4% or $129,280 at 6%; with 100% employer match about $145,440 at 4% or $96,960 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 6 | $653,565 | $69,811 | $11,635iApproximate average salary by contribution assumption: employee only about $290,879 at 4% or $193,919 at 6%; with 50% employer match about $193,919 at 4% or $129,280 at 6%; with 100% employer match about $145,440 at 4% or $96,960 at 6%. |
| 2011 | 1 | 6 | $517,503 | $69,317 | $11,553iApproximate average salary by contribution assumption: employee only about $288,821 at 4% or $192,547 at 6%; with 50% employer match about $192,547 at 4% or $128,365 at 6%; with 100% employer match about $144,410 at 4% or $96,274 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 6 | $517,503 | $69,317 | $11,553iApproximate average salary by contribution assumption: employee only about $288,821 at 4% or $192,547 at 6%; with 50% employer match about $192,547 at 4% or $128,365 at 6%; with 100% employer match about $144,410 at 4% or $96,274 at 6%. |
| 2010 | 1 | 8 | $502,093 | $65,157 | $8,145iApproximate average salary by contribution assumption: employee only about $203,616 at 4% or $135,744 at 6%; with 50% employer match about $135,744 at 4% or $90,496 at 6%; with 100% employer match about $101,808 at 4% or $67,872 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 8 | $502,093 | $65,157 | $8,145iApproximate average salary by contribution assumption: employee only about $203,616 at 4% or $135,744 at 6%; with 50% employer match about $135,744 at 4% or $90,496 at 6%; with 100% employer match about $101,808 at 4% or $67,872 at 6%. |
| 2009 | 1 | 6 | $418,479 | $62,028 | $10,338iApproximate average salary by contribution assumption: employee only about $258,450 at 4% or $172,300 at 6%; with 50% employer match about $172,300 at 4% or $114,867 at 6%; with 100% employer match about $129,225 at 4% or $86,150 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 6 | $418,479 | $62,028 | $10,338iApproximate average salary by contribution assumption: employee only about $258,450 at 4% or $172,300 at 6%; with 50% employer match about $172,300 at 4% or $114,867 at 6%; with 100% employer match about $129,225 at 4% or $86,150 at 6%. |
| 2008 | 1 | 7 | $254,904 | $68,882 | $9,840iApproximate average salary by contribution assumption: employee only about $246,007 at 4% or $164,005 at 6%; with 50% employer match about $164,005 at 4% or $109,337 at 6%; with 100% employer match about $123,004 at 4% or $82,002 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 7 | $254,904 | $68,882 | $9,840iApproximate average salary by contribution assumption: employee only about $246,007 at 4% or $164,005 at 6%; with 50% employer match about $164,005 at 4% or $109,337 at 6%; with 100% employer match about $123,004 at 4% or $82,002 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 7 | - | - | - |
| 2006 | 1 | 8 | $316,047 | $39,258 | $4,907iApproximate average salary by contribution assumption: employee only about $122,681 at 4% or $81,788 at 6%; with 50% employer match about $81,788 at 4% or $54,525 at 6%; with 100% employer match about $61,341 at 4% or $40,894 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 8 | $316,047 | $39,258 | $4,907iApproximate average salary by contribution assumption: employee only about $122,681 at 4% or $81,788 at 6%; with 50% employer match about $81,788 at 4% or $54,525 at 6%; with 100% employer match about $61,341 at 4% or $40,894 at 6%. |
| 2005 | 2 | 11 | $287,083 | $125,510 | $11,410iApproximate average salary by contribution assumption: employee only about $285,250 at 4% or $190,167 at 6%; with 50% employer match about $190,167 at 4% or $126,778 at 6%; with 100% employer match about $142,625 at 4% or $95,083 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 11 | $287,083 | $125,510 | $11,410iApproximate average salary by contribution assumption: employee only about $285,250 at 4% or $190,167 at 6%; with 50% employer match about $190,167 at 4% or $126,778 at 6%; with 100% employer match about $142,625 at 4% or $95,083 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 11 | - | - | - |
| 2004 | 1 | 6 | $180,071 | $63,280 | $10,547iApproximate average salary by contribution assumption: employee only about $263,667 at 4% or $175,778 at 6%; with 50% employer match about $175,778 at 4% or $117,185 at 6%; with 100% employer match about $131,833 at 4% or $87,889 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 6 | $180,071 | $63,280 | $10,547iApproximate average salary by contribution assumption: employee only about $263,667 at 4% or $175,778 at 6%; with 50% employer match about $175,778 at 4% or $117,185 at 6%; with 100% employer match about $131,833 at 4% or $87,889 at 6%. |
| 2003 | 1 | 5 | $106,508 | $45,734 | $9,147iApproximate average salary by contribution assumption: employee only about $228,670 at 4% or $152,447 at 6%; with 50% employer match about $152,447 at 4% or $101,631 at 6%; with 100% employer match about $114,335 at 4% or $76,223 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 5 | $106,508 | $45,734 | $9,147iApproximate average salary by contribution assumption: employee only about $228,670 at 4% or $152,447 at 6%; with 50% employer match about $152,447 at 4% or $101,631 at 6%; with 100% employer match about $114,335 at 4% or $76,223 at 6%. |
| 2002 | 1 | 5 | $45,213 | $40,502 | $8,100iApproximate average salary by contribution assumption: employee only about $202,510 at 4% or $135,007 at 6%; with 50% employer match about $135,007 at 4% or $90,004 at 6%; with 100% employer match about $101,255 at 4% or $67,503 at 6%. |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 5 | $45,213 | $40,502 | $8,100iApproximate average salary by contribution assumption: employee only about $202,510 at 4% or $135,007 at 6%; with 50% employer match about $135,007 at 4% or $90,004 at 6%; with 100% employer match about $101,255 at 4% or $67,503 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Lodestar Private Asset Management LLC 401K Profit Sharing Plan & Trust | - | 4 | - | - | - |