Lurie & Zepeda PC.
Plan context: Lurie & Zepeda PC. 401K Plan
EIN 95-3794947 • Beverly Hills, CA • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$11,238,934
2024 Contributions
$444,936
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 | 24 | $11,238,934 | $444,936 | $18,539iApproximate average salary by contribution assumption: employee only about $463,475 at 4% or $308,983 at 6%; with 50% employer match about $308,983 at 4% or $205,989 at 6%; with 100% employer match about $231,738 at 4% or $154,492 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 24 | $11,238,934 | $444,936 | $18,539iApproximate average salary by contribution assumption: employee only about $463,475 at 4% or $308,983 at 6%; with 50% employer match about $308,983 at 4% or $205,989 at 6%; with 100% employer match about $231,738 at 4% or $154,492 at 6%. |
| 2023 | 1 | 22 | $9,217,643 | $404,971 | $18,408iApproximate average salary by contribution assumption: employee only about $460,194 at 4% or $306,796 at 6%; with 50% employer match about $306,796 at 4% or $204,531 at 6%; with 100% employer match about $230,097 at 4% or $153,398 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 22 | $9,217,643 | $404,971 | $18,408iApproximate average salary by contribution assumption: employee only about $460,194 at 4% or $306,796 at 6%; with 50% employer match about $306,796 at 4% or $204,531 at 6%; with 100% employer match about $230,097 at 4% or $153,398 at 6%. |
| 2022 | 1 | 20 | $7,560,191 | $321,555 | $16,078iApproximate average salary by contribution assumption: employee only about $401,944 at 4% or $267,963 at 6%; with 50% employer match about $267,963 at 4% or $178,642 at 6%; with 100% employer match about $200,972 at 4% or $133,981 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 20 | $7,560,191 | $321,555 | $16,078iApproximate average salary by contribution assumption: employee only about $401,944 at 4% or $267,963 at 6%; with 50% employer match about $267,963 at 4% or $178,642 at 6%; with 100% employer match about $200,972 at 4% or $133,981 at 6%. |
| 2021 | 1 | 19 | $9,062,006 | $330,405 | $17,390iApproximate average salary by contribution assumption: employee only about $434,743 at 4% or $289,829 at 6%; with 50% employer match about $289,829 at 4% or $193,219 at 6%; with 100% employer match about $217,372 at 4% or $144,914 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 19 | $9,062,006 | $330,405 | $17,390iApproximate average salary by contribution assumption: employee only about $434,743 at 4% or $289,829 at 6%; with 50% employer match about $289,829 at 4% or $193,219 at 6%; with 100% employer match about $217,372 at 4% or $144,914 at 6%. |
| 2020 | 1 | 22 | $8,391,649 | $336,273 | $15,285iApproximate average salary by contribution assumption: employee only about $382,128 at 4% or $254,752 at 6%; with 50% employer match about $254,752 at 4% or $169,835 at 6%; with 100% employer match about $191,064 at 4% or $127,376 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 22 | $8,391,649 | $336,273 | $15,285iApproximate average salary by contribution assumption: employee only about $382,128 at 4% or $254,752 at 6%; with 50% employer match about $254,752 at 4% or $169,835 at 6%; with 100% employer match about $191,064 at 4% or $127,376 at 6%. |
| 2019 | 1 | 24 | $6,675,857 | $292,618 | $12,192iApproximate average salary by contribution assumption: employee only about $304,810 at 4% or $203,207 at 6%; with 50% employer match about $203,207 at 4% or $135,471 at 6%; with 100% employer match about $152,405 at 4% or $101,603 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 24 | $6,675,857 | $292,618 | $12,192iApproximate average salary by contribution assumption: employee only about $304,810 at 4% or $203,207 at 6%; with 50% employer match about $203,207 at 4% or $135,471 at 6%; with 100% employer match about $152,405 at 4% or $101,603 at 6%. |
| 2018 | 1 | 21 | $5,372,250 | $231,982 | $11,047iApproximate average salary by contribution assumption: employee only about $276,169 at 4% or $184,113 at 6%; with 50% employer match about $184,113 at 4% or $122,742 at 6%; with 100% employer match about $138,085 at 4% or $92,056 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 21 | $5,372,250 | $231,982 | $11,047iApproximate average salary by contribution assumption: employee only about $276,169 at 4% or $184,113 at 6%; with 50% employer match about $184,113 at 4% or $122,742 at 6%; with 100% employer match about $138,085 at 4% or $92,056 at 6%. |
| 2017 | 1 | 20 | $5,749,888 | $248,073 | $12,404iApproximate average salary by contribution assumption: employee only about $310,091 at 4% or $206,728 at 6%; with 50% employer match about $206,728 at 4% or $137,818 at 6%; with 100% employer match about $155,046 at 4% or $103,364 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 20 | $5,749,888 | $248,073 | $12,404iApproximate average salary by contribution assumption: employee only about $310,091 at 4% or $206,728 at 6%; with 50% employer match about $206,728 at 4% or $137,818 at 6%; with 100% employer match about $155,046 at 4% or $103,364 at 6%. |
| 2016 | 1 | 22 | $4,808,784 | $252,220 | $11,465iApproximate average salary by contribution assumption: employee only about $286,614 at 4% or $191,076 at 6%; with 50% employer match about $191,076 at 4% or $127,384 at 6%; with 100% employer match about $143,307 at 4% or $95,538 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 22 | $4,808,784 | $252,220 | $11,465iApproximate average salary by contribution assumption: employee only about $286,614 at 4% or $191,076 at 6%; with 50% employer match about $191,076 at 4% or $127,384 at 6%; with 100% employer match about $143,307 at 4% or $95,538 at 6%. |
| 2015 | 1 | 20 | $4,375,106 | $250,826 | $12,541iApproximate average salary by contribution assumption: employee only about $313,533 at 4% or $209,022 at 6%; with 50% employer match about $209,022 at 4% or $139,348 at 6%; with 100% employer match about $156,766 at 4% or $104,511 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 20 | $4,375,106 | $250,826 | $12,541iApproximate average salary by contribution assumption: employee only about $313,533 at 4% or $209,022 at 6%; with 50% employer match about $209,022 at 4% or $139,348 at 6%; with 100% employer match about $156,766 at 4% or $104,511 at 6%. |
| 2014 | 1 | 21 | $4,112,048 | $216,833 | $10,325iApproximate average salary by contribution assumption: employee only about $258,135 at 4% or $172,090 at 6%; with 50% employer match about $172,090 at 4% or $114,726 at 6%; with 100% employer match about $129,067 at 4% or $86,045 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 21 | $4,112,048 | $216,833 | $10,325iApproximate average salary by contribution assumption: employee only about $258,135 at 4% or $172,090 at 6%; with 50% employer match about $172,090 at 4% or $114,726 at 6%; with 100% employer match about $129,067 at 4% or $86,045 at 6%. |
| 2013 | 1 | 23 | $3,749,535 | $174,615 | $7,592iApproximate average salary by contribution assumption: employee only about $189,799 at 4% or $126,533 at 6%; with 50% employer match about $126,533 at 4% or $84,355 at 6%; with 100% employer match about $94,899 at 4% or $63,266 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 23 | $3,749,535 | $174,615 | $7,592iApproximate average salary by contribution assumption: employee only about $189,799 at 4% or $126,533 at 6%; with 50% employer match about $126,533 at 4% or $84,355 at 6%; with 100% employer match about $94,899 at 4% or $63,266 at 6%. |
| 2012 | 1 | 23 | $2,958,350 | $116,093 | $5,048iApproximate average salary by contribution assumption: employee only about $126,188 at 4% or $84,125 at 6%; with 50% employer match about $84,125 at 4% or $56,084 at 6%; with 100% employer match about $63,094 at 4% or $42,063 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 23 | $2,958,350 | $116,093 | $5,048iApproximate average salary by contribution assumption: employee only about $126,188 at 4% or $84,125 at 6%; with 50% employer match about $84,125 at 4% or $56,084 at 6%; with 100% employer match about $63,094 at 4% or $42,063 at 6%. |
| 2011 | 1 | 25 | $2,530,324 | $117,919 | $4,717iApproximate average salary by contribution assumption: employee only about $117,919 at 4% or $78,613 at 6%; with 50% employer match about $78,613 at 4% or $52,408 at 6%; with 100% employer match about $58,960 at 4% or $39,306 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 25 | $2,530,324 | $117,919 | $4,717iApproximate average salary by contribution assumption: employee only about $117,919 at 4% or $78,613 at 6%; with 50% employer match about $78,613 at 4% or $52,408 at 6%; with 100% employer match about $58,960 at 4% or $39,306 at 6%. |
| 2010 | 1 | 23 | $2,434,218 | $96,716 | $4,205iApproximate average salary by contribution assumption: employee only about $105,126 at 4% or $70,084 at 6%; with 50% employer match about $70,084 at 4% or $46,723 at 6%; with 100% employer match about $52,563 at 4% or $35,042 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 23 | $2,434,218 | $96,716 | $4,205iApproximate average salary by contribution assumption: employee only about $105,126 at 4% or $70,084 at 6%; with 50% employer match about $70,084 at 4% or $46,723 at 6%; with 100% employer match about $52,563 at 4% or $35,042 at 6%. |
| 2009 | 1 | 22 | $2,255,082 | $130,101 | $5,914iApproximate average salary by contribution assumption: employee only about $147,842 at 4% or $98,561 at 6%; with 50% employer match about $98,561 at 4% or $65,708 at 6%; with 100% employer match about $73,921 at 4% or $49,281 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 22 | $2,255,082 | $130,101 | $5,914iApproximate average salary by contribution assumption: employee only about $147,842 at 4% or $98,561 at 6%; with 50% employer match about $98,561 at 4% or $65,708 at 6%; with 100% employer match about $73,921 at 4% or $49,281 at 6%. |
| 2008 | 1 | 22 | $1,934,430 | $153,251 | $6,966iApproximate average salary by contribution assumption: employee only about $174,149 at 4% or $116,099 at 6%; with 50% employer match about $116,099 at 4% or $77,399 at 6%; with 100% employer match about $87,074 at 4% or $58,050 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 22 | $1,934,430 | $153,251 | $6,966iApproximate average salary by contribution assumption: employee only about $174,149 at 4% or $116,099 at 6%; with 50% employer match about $116,099 at 4% or $77,399 at 6%; with 100% employer match about $87,074 at 4% or $58,050 at 6%. |
| 2007 | 1 | 16 | $2,609,701 | $139,115 | $8,695iApproximate average salary by contribution assumption: employee only about $217,367 at 4% or $144,911 at 6%; with 50% employer match about $144,911 at 4% or $96,608 at 6%; with 100% employer match about $108,684 at 4% or $72,456 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 16 | $2,609,701 | $139,115 | $8,695iApproximate average salary by contribution assumption: employee only about $217,367 at 4% or $144,911 at 6%; with 50% employer match about $144,911 at 4% or $96,608 at 6%; with 100% employer match about $108,684 at 4% or $72,456 at 6%. |
| 2006 | 1 | 15 | $2,537,710 | $173,935 | $11,596iApproximate average salary by contribution assumption: employee only about $289,892 at 4% or $193,261 at 6%; with 50% employer match about $193,261 at 4% or $128,841 at 6%; with 100% employer match about $144,946 at 4% or $96,631 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 15 | $2,537,710 | $173,935 | $11,596iApproximate average salary by contribution assumption: employee only about $289,892 at 4% or $193,261 at 6%; with 50% employer match about $193,261 at 4% or $128,841 at 6%; with 100% employer match about $144,946 at 4% or $96,631 at 6%. |
| 2005 | 1 | 20 | $2,196,026 | $178,321 | $8,916iApproximate average salary by contribution assumption: employee only about $222,901 at 4% or $148,601 at 6%; with 50% employer match about $148,601 at 4% or $99,067 at 6%; with 100% employer match about $111,451 at 4% or $74,300 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 20 | $2,196,026 | $178,321 | $8,916iApproximate average salary by contribution assumption: employee only about $222,901 at 4% or $148,601 at 6%; with 50% employer match about $148,601 at 4% or $99,067 at 6%; with 100% employer match about $111,451 at 4% or $74,300 at 6%. |
| 2004 | 1 | 22 | $1,879,504 | $167,120 | $7,596iApproximate average salary by contribution assumption: employee only about $189,909 at 4% or $126,606 at 6%; with 50% employer match about $126,606 at 4% or $84,404 at 6%; with 100% employer match about $94,955 at 4% or $63,303 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 22 | $1,879,504 | $167,120 | $7,596iApproximate average salary by contribution assumption: employee only about $189,909 at 4% or $126,606 at 6%; with 50% employer match about $126,606 at 4% or $84,404 at 6%; with 100% employer match about $94,955 at 4% or $63,303 at 6%. |
| 2003 | 1 | 21 | $1,780,133 | $291,814 | $13,896iApproximate average salary by contribution assumption: employee only about $347,398 at 4% or $231,598 at 6%; with 50% employer match about $231,598 at 4% or $154,399 at 6%; with 100% employer match about $173,699 at 4% or $115,799 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 21 | $1,780,133 | $291,814 | $13,896iApproximate average salary by contribution assumption: employee only about $347,398 at 4% or $231,598 at 6%; with 50% employer match about $231,598 at 4% or $154,399 at 6%; with 100% employer match about $173,699 at 4% or $115,799 at 6%. |
| 2002 | 1 | 20 | $1,246,937 | $247,003 | $12,350iApproximate average salary by contribution assumption: employee only about $308,754 at 4% or $205,836 at 6%; with 50% employer match about $205,836 at 4% or $137,224 at 6%; with 100% employer match about $154,377 at 4% or $102,918 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 20 | $1,246,937 | $247,003 | $12,350iApproximate average salary by contribution assumption: employee only about $308,754 at 4% or $205,836 at 6%; with 50% employer match about $205,836 at 4% or $137,224 at 6%; with 100% employer match about $154,377 at 4% or $102,918 at 6%. |
| 2001 | 1 | 21 | $0 | $0 | - |
| Lurie & Zepeda PC. 401K Plan | - | 21 | - | - | - |
| 2000 | 1 | 20 | $1,171,923 | $81,774 | $4,089iApproximate average salary by contribution assumption: employee only about $102,218 at 4% or $68,145 at 6%; with 50% employer match about $68,145 at 4% or $45,430 at 6%; with 100% employer match about $51,109 at 4% or $34,073 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 20 | $1,171,923 | $81,774 | $4,089iApproximate average salary by contribution assumption: employee only about $102,218 at 4% or $68,145 at 6%; with 50% employer match about $68,145 at 4% or $45,430 at 6%; with 100% employer match about $51,109 at 4% or $34,073 at 6%. |
| 1999 | 1 | 22 | $1,138,382 | $85,514 | $3,887iApproximate average salary by contribution assumption: employee only about $97,175 at 4% or $64,783 at 6%; with 50% employer match about $64,783 at 4% or $43,189 at 6%; with 100% employer match about $48,588 at 4% or $32,392 at 6%. |
| Lurie & Zepeda PC. 401K Plan | - | 22 | $1,138,382 | $85,514 | $3,887iApproximate average salary by contribution assumption: employee only about $97,175 at 4% or $64,783 at 6%; with 50% employer match about $64,783 at 4% or $43,189 at 6%; with 100% employer match about $48,588 at 4% or $32,392 at 6%. |