Civic Intelligence

Lund-Iorio Inc.

Plan context: Lund-Iorio Inc. Profit Sharing Plan

EIN 95-2747683 • San Juan Capistrano, CA • 26 filings • 2 plans

29122 Rancho Viejo Rd., Suite 115San Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$3,900,427

2025 Contributions

$173,900

Historical Graphs

Total Assets Over Time

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

$4,023,984$2,011,992$0199920142023YearValue
$3,900,427Latest year 2023

Participants Over Time

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

1580199920112023YearValue
4Latest 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
202510$0$0-
Lund-Iorio Inc. Profit Sharing Plan-0$0$0-
202314$3,900,427$173,900$43,475iApproximate average salary by contribution assumption: employee only about $1,086,875 at 4% or $724,583 at 6%; with 50% employer match about $724,583 at 4% or $483,056 at 6%; with 100% employer match about $543,438 at 4% or $362,292 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-4$3,900,427$173,900$43,475iApproximate average salary by contribution assumption: employee only about $1,086,875 at 4% or $724,583 at 6%; with 50% employer match about $724,583 at 4% or $483,056 at 6%; with 100% employer match about $543,438 at 4% or $362,292 at 6%.
2022113$4,023,984$329,796$25,369iApproximate average salary by contribution assumption: employee only about $634,223 at 4% or $422,815 at 6%; with 50% employer match about $422,815 at 4% or $281,877 at 6%; with 100% employer match about $317,112 at 4% or $211,408 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-13$4,023,984$329,796$25,369iApproximate average salary by contribution assumption: employee only about $634,223 at 4% or $422,815 at 6%; with 50% employer match about $422,815 at 4% or $281,877 at 6%; with 100% employer match about $317,112 at 4% or $211,408 at 6%.
2021115$3,580,167$396,617$26,441iApproximate average salary by contribution assumption: employee only about $661,028 at 4% or $440,686 at 6%; with 50% employer match about $440,686 at 4% or $293,790 at 6%; with 100% employer match about $330,514 at 4% or $220,343 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-15$3,580,167$396,617$26,441iApproximate average salary by contribution assumption: employee only about $661,028 at 4% or $440,686 at 6%; with 50% employer match about $440,686 at 4% or $293,790 at 6%; with 100% employer match about $330,514 at 4% or $220,343 at 6%.
2020115$3,969,920$382,546$25,503iApproximate average salary by contribution assumption: employee only about $637,577 at 4% or $425,051 at 6%; with 50% employer match about $425,051 at 4% or $283,367 at 6%; with 100% employer match about $318,788 at 4% or $212,526 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-15$3,969,920$382,546$25,503iApproximate average salary by contribution assumption: employee only about $637,577 at 4% or $425,051 at 6%; with 50% employer match about $425,051 at 4% or $283,367 at 6%; with 100% employer match about $318,788 at 4% or $212,526 at 6%.
2019114$3,261,497$268,904$19,207iApproximate average salary by contribution assumption: employee only about $480,186 at 4% or $320,124 at 6%; with 50% employer match about $320,124 at 4% or $213,416 at 6%; with 100% employer match about $240,093 at 4% or $160,062 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-14$3,261,497$268,904$19,207iApproximate average salary by contribution assumption: employee only about $480,186 at 4% or $320,124 at 6%; with 50% employer match about $320,124 at 4% or $213,416 at 6%; with 100% employer match about $240,093 at 4% or $160,062 at 6%.
2018112$3,089,464$299,067$24,922iApproximate average salary by contribution assumption: employee only about $623,056 at 4% or $415,371 at 6%; with 50% employer match about $415,371 at 4% or $276,914 at 6%; with 100% employer match about $311,528 at 4% or $207,685 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-12$3,089,464$299,067$24,922iApproximate average salary by contribution assumption: employee only about $623,056 at 4% or $415,371 at 6%; with 50% employer match about $415,371 at 4% or $276,914 at 6%; with 100% employer match about $311,528 at 4% or $207,685 at 6%.
2017111$2,672,855$271,725$24,702iApproximate average salary by contribution assumption: employee only about $617,557 at 4% or $411,705 at 6%; with 50% employer match about $411,705 at 4% or $274,470 at 6%; with 100% employer match about $308,778 at 4% or $205,852 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-11$2,672,855$271,725$24,702iApproximate average salary by contribution assumption: employee only about $617,557 at 4% or $411,705 at 6%; with 50% employer match about $411,705 at 4% or $274,470 at 6%; with 100% employer match about $308,778 at 4% or $205,852 at 6%.
201619$2,311,416$180,963$20,107iApproximate average salary by contribution assumption: employee only about $502,675 at 4% or $335,117 at 6%; with 50% employer match about $335,117 at 4% or $223,411 at 6%; with 100% employer match about $251,338 at 4% or $167,558 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-9$2,311,416$180,963$20,107iApproximate average salary by contribution assumption: employee only about $502,675 at 4% or $335,117 at 6%; with 50% employer match about $335,117 at 4% or $223,411 at 6%; with 100% employer match about $251,338 at 4% or $167,558 at 6%.
201519$1,963,138$186,133$20,681iApproximate average salary by contribution assumption: employee only about $517,036 at 4% or $344,691 at 6%; with 50% employer match about $344,691 at 4% or $229,794 at 6%; with 100% employer match about $258,518 at 4% or $172,345 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-9$1,963,138$186,133$20,681iApproximate average salary by contribution assumption: employee only about $517,036 at 4% or $344,691 at 6%; with 50% employer match about $344,691 at 4% or $229,794 at 6%; with 100% employer match about $258,518 at 4% or $172,345 at 6%.
201419$1,669,820$209,578$23,286iApproximate average salary by contribution assumption: employee only about $582,161 at 4% or $388,107 at 6%; with 50% employer match about $388,107 at 4% or $258,738 at 6%; with 100% employer match about $291,081 at 4% or $194,054 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-9$1,669,820$209,578$23,286iApproximate average salary by contribution assumption: employee only about $582,161 at 4% or $388,107 at 6%; with 50% employer match about $388,107 at 4% or $258,738 at 6%; with 100% employer match about $291,081 at 4% or $194,054 at 6%.
2013111$1,534,831$175,167$15,924iApproximate average salary by contribution assumption: employee only about $398,107 at 4% or $265,405 at 6%; with 50% employer match about $265,405 at 4% or $176,936 at 6%; with 100% employer match about $199,053 at 4% or $132,702 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-11$1,534,831$175,167$15,924iApproximate average salary by contribution assumption: employee only about $398,107 at 4% or $265,405 at 6%; with 50% employer match about $265,405 at 4% or $176,936 at 6%; with 100% employer match about $199,053 at 4% or $132,702 at 6%.
2012110$1,272,401$116,002$11,600iApproximate average salary by contribution assumption: employee only about $290,005 at 4% or $193,337 at 6%; with 50% employer match about $193,337 at 4% or $128,891 at 6%; with 100% employer match about $145,003 at 4% or $96,668 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-10$1,272,401$116,002$11,600iApproximate average salary by contribution assumption: employee only about $290,005 at 4% or $193,337 at 6%; with 50% employer match about $193,337 at 4% or $128,891 at 6%; with 100% employer match about $145,003 at 4% or $96,668 at 6%.
201119$1,054,821$83,956$9,328iApproximate average salary by contribution assumption: employee only about $233,211 at 4% or $155,474 at 6%; with 50% employer match about $155,474 at 4% or $103,649 at 6%; with 100% employer match about $116,606 at 4% or $77,737 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-9$1,054,821$83,956$9,328iApproximate average salary by contribution assumption: employee only about $233,211 at 4% or $155,474 at 6%; with 50% employer match about $155,474 at 4% or $103,649 at 6%; with 100% employer match about $116,606 at 4% or $77,737 at 6%.
201019$850,648$78,242$8,694iApproximate average salary by contribution assumption: employee only about $217,339 at 4% or $144,893 at 6%; with 50% employer match about $144,893 at 4% or $96,595 at 6%; with 100% employer match about $108,669 at 4% or $72,446 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-9$850,648$78,242$8,694iApproximate average salary by contribution assumption: employee only about $217,339 at 4% or $144,893 at 6%; with 50% employer match about $144,893 at 4% or $96,595 at 6%; with 100% employer match about $108,669 at 4% or $72,446 at 6%.
2009110$802,625$59,432$5,943iApproximate average salary by contribution assumption: employee only about $148,580 at 4% or $99,053 at 6%; with 50% employer match about $99,053 at 4% or $66,036 at 6%; with 100% employer match about $74,290 at 4% or $49,527 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-10$802,625$59,432$5,943iApproximate average salary by contribution assumption: employee only about $148,580 at 4% or $99,053 at 6%; with 50% employer match about $99,053 at 4% or $66,036 at 6%; with 100% employer match about $74,290 at 4% or $49,527 at 6%.
200818$0$0-
Lund-Iorio Inc. Profit Sharing Plan-8---
2007110$0$0-
Lund-Iorio Inc. Profit Sharing Plan-10---
200619$658,509$0-
Lund-Iorio Inc. Profit Sharing Plan-9$658,509--
2005110$566,074$0-
Lund-Iorio Inc. Profit Sharing Plan-10$566,074--
200419$586,816$98,000$10,889iApproximate average salary by contribution assumption: employee only about $272,222 at 4% or $181,481 at 6%; with 50% employer match about $181,481 at 4% or $120,988 at 6%; with 100% employer match about $136,111 at 4% or $90,741 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-9$586,816$98,000$10,889iApproximate average salary by contribution assumption: employee only about $272,222 at 4% or $181,481 at 6%; with 50% employer match about $181,481 at 4% or $120,988 at 6%; with 100% employer match about $136,111 at 4% or $90,741 at 6%.
200319$0$0-
Lund-Iorio Inc. Profit Sharing Plan-9---
200219$0$0-
Lund-Iorio Inc. Profit Sharing Plan-9---
2001110$0$0-
Lund-Iorio Inc. Profit Sharing Plan-10---
200017$0$0-
Lund-Iorio Inc. Profit Sharing Plan-7---
199918$302,156$66,766$8,346iApproximate average salary by contribution assumption: employee only about $208,644 at 4% or $139,096 at 6%; with 50% employer match about $139,096 at 4% or $92,731 at 6%; with 100% employer match about $104,322 at 4% or $69,548 at 6%.
Lund-Iorio Inc. Profit Sharing Plan-8$302,156$66,766$8,346iApproximate average salary by contribution assumption: employee only about $208,644 at 4% or $139,096 at 6%; with 50% employer match about $139,096 at 4% or $92,731 at 6%; with 100% employer match about $104,322 at 4% or $69,548 at 6%.