Civic Intelligence

Luzan & Company

Plan context: Luzan & Company Employees Retirement Trust

EIN 95-3153894 • Torrance, CA • 20 filings • 9 plans

23717 Hawthorne Blvd Ste 105Torrance, CA 90505-5970
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$2,842,872

2015 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$2,864,513$1,432,257$0200320102014YearValue
$2,842,872Latest year 2014

Participants Over Time

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

110200220082014YearValue
1Latest year 2014

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
201510$0$0-
Luzan & Company Employees Retirement Trust-0$0$0-
201411$2,842,872$0-
Luzan & Company Employees Retirement Trust-1$2,842,872$0-
201311$2,864,513$0-
Luzan & Company Employees Retirement Trust-1$2,864,513$0-
201211$2,540,022$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Luzan & Company Employees Retirement Trust-1$2,540,022$30,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201111$2,364,762$0-
Luzan & Company Employees Retirement Trust-1$2,364,762$0-
201011$2,200,767$0-
Luzan & Company Employees Retirement Trust-1$2,200,767$0-
200821$0$0-
LUZAN & COMPANY PURCHASE MONEY PLAH-1---
Luzan & Company Employees Retirement Trust-1---
200721$0$0-
LUZAN & COMPANY MONEY PURCHASE PLAN-1---
Luzan & Company Employees Retirement Trust-1---
200621$1,993,102$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Luzan & Company Employees Retirement Trust-1$1,195,861$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
LUZAN & COMPANY MONEY PURCHASE PLAN-1$797,241$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%.
200521$1,808,916$25,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Luzan & Company Employees Retirement Trust-1$1,085,350$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
LUZAN & COMPANY MONEY PURCHASE PLAN-1$723,566$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%.
200421$1,676,725$0-
Luzan & Company Employees Retirement Trust-1$1,006,035--
LUZAN & COMPA.NY MONEY PURCHASE PLA-1$670,690--
200321$1,535,190$0-
Luzan & Company Employees Retirement Trust-1$921,114--
LUZAH & COMPANY MONEY PURCHASE PLAN-1$614,076--
200221$0$0-
Luzan & Company Employees Retirement Trust-1---
LUZAN & COMPANY MONEY PURCHASE PLAN-1---