Civic Intelligence

Lesley, Thomas, Schwarz & Postma, I

Plan context: Lesley, Thomas, Schwarz & Postma Inc. 401K Plan

EIN 95-3864890 • Newport Beach, CA • 26 filings • 4 plans

4685 Macarthur Court, Suite 300Newport Beach, CA 92660
Current Snapshot

Latest Year

2023

2023 Participants

30

2023 Assets

$11,494,268

2023 Contributions

$554,506

Historical Graphs

Total Assets Over Time

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

$11,494,268$5,747,134$0199920122022YearValue
$11,494,268Latest year 2022

Participants Over Time

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

54270199920112022YearValue
30Latest year 2022

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
202310$0$0-
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-0$0--
2022230$11,494,268$554,506$18,484iApproximate average salary by contribution assumption: employee only about $462,088 at 4% or $308,059 at 6%; with 50% employer match about $308,059 at 4% or $205,373 at 6%; with 100% employer match about $231,044 at 4% or $154,029 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-30$5,747,134$277,253$9,242iApproximate average salary by contribution assumption: employee only about $231,044 at 4% or $154,029 at 6%; with 50% employer match about $154,029 at 4% or $102,686 at 6%; with 100% employer match about $115,522 at 4% or $77,015 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-30$5,747,134$277,253$9,242iApproximate average salary by contribution assumption: employee only about $231,044 at 4% or $154,029 at 6%; with 50% employer match about $154,029 at 4% or $102,686 at 6%; with 100% employer match about $115,522 at 4% or $77,015 at 6%.
2021135$7,141,307$406,681$11,619iApproximate average salary by contribution assumption: employee only about $290,486 at 4% or $193,658 at 6%; with 50% employer match about $193,658 at 4% or $129,105 at 6%; with 100% employer match about $145,243 at 4% or $96,829 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-35$7,141,307$406,681$11,619iApproximate average salary by contribution assumption: employee only about $290,486 at 4% or $193,658 at 6%; with 50% employer match about $193,658 at 4% or $129,105 at 6%; with 100% employer match about $145,243 at 4% or $96,829 at 6%.
2020136$6,273,464$490,635$13,629iApproximate average salary by contribution assumption: employee only about $340,719 at 4% or $227,146 at 6%; with 50% employer match about $227,146 at 4% or $151,431 at 6%; with 100% employer match about $170,359 at 4% or $113,573 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-36$6,273,464$490,635$13,629iApproximate average salary by contribution assumption: employee only about $340,719 at 4% or $227,146 at 6%; with 50% employer match about $227,146 at 4% or $151,431 at 6%; with 100% employer match about $170,359 at 4% or $113,573 at 6%.
2019142$5,298,512$345,304$8,222iApproximate average salary by contribution assumption: employee only about $205,538 at 4% or $137,025 at 6%; with 50% employer match about $137,025 at 4% or $91,350 at 6%; with 100% employer match about $102,769 at 4% or $68,513 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-42$5,298,512$345,304$8,222iApproximate average salary by contribution assumption: employee only about $205,538 at 4% or $137,025 at 6%; with 50% employer match about $137,025 at 4% or $91,350 at 6%; with 100% employer match about $102,769 at 4% or $68,513 at 6%.
2018141$5,048,293$352,533$8,598iApproximate average salary by contribution assumption: employee only about $214,959 at 4% or $143,306 at 6%; with 50% employer match about $143,306 at 4% or $95,537 at 6%; with 100% employer match about $107,480 at 4% or $71,653 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-41$5,048,293$352,533$8,598iApproximate average salary by contribution assumption: employee only about $214,959 at 4% or $143,306 at 6%; with 50% employer match about $143,306 at 4% or $95,537 at 6%; with 100% employer match about $107,480 at 4% or $71,653 at 6%.
2017145$5,225,970$370,284$8,229iApproximate average salary by contribution assumption: employee only about $205,713 at 4% or $137,142 at 6%; with 50% employer match about $137,142 at 4% or $91,428 at 6%; with 100% employer match about $102,857 at 4% or $68,571 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-45$5,225,970$370,284$8,229iApproximate average salary by contribution assumption: employee only about $205,713 at 4% or $137,142 at 6%; with 50% employer match about $137,142 at 4% or $91,428 at 6%; with 100% employer match about $102,857 at 4% or $68,571 at 6%.
2016141$4,679,352$341,865$8,338iApproximate average salary by contribution assumption: employee only about $208,454 at 4% or $138,970 at 6%; with 50% employer match about $138,970 at 4% or $92,646 at 6%; with 100% employer match about $104,227 at 4% or $69,485 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-41$4,679,352$341,865$8,338iApproximate average salary by contribution assumption: employee only about $208,454 at 4% or $138,970 at 6%; with 50% employer match about $138,970 at 4% or $92,646 at 6%; with 100% employer match about $104,227 at 4% or $69,485 at 6%.
2015140$5,375,215$341,109$8,528iApproximate average salary by contribution assumption: employee only about $213,193 at 4% or $142,129 at 6%; with 50% employer match about $142,129 at 4% or $94,753 at 6%; with 100% employer match about $106,597 at 4% or $71,064 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-40$5,375,215$341,109$8,528iApproximate average salary by contribution assumption: employee only about $213,193 at 4% or $142,129 at 6%; with 50% employer match about $142,129 at 4% or $94,753 at 6%; with 100% employer match about $106,597 at 4% or $71,064 at 6%.
2014144$5,180,588$346,203$7,868iApproximate average salary by contribution assumption: employee only about $196,706 at 4% or $131,138 at 6%; with 50% employer match about $131,138 at 4% or $87,425 at 6%; with 100% employer match about $98,353 at 4% or $65,569 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-44$5,180,588$346,203$7,868iApproximate average salary by contribution assumption: employee only about $196,706 at 4% or $131,138 at 6%; with 50% employer match about $131,138 at 4% or $87,425 at 6%; with 100% employer match about $98,353 at 4% or $65,569 at 6%.
2013144$5,075,463$453,899$10,316iApproximate average salary by contribution assumption: employee only about $257,897 at 4% or $171,931 at 6%; with 50% employer match about $171,931 at 4% or $114,621 at 6%; with 100% employer match about $128,949 at 4% or $85,966 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-44$5,075,463$453,899$10,316iApproximate average salary by contribution assumption: employee only about $257,897 at 4% or $171,931 at 6%; with 50% employer match about $171,931 at 4% or $114,621 at 6%; with 100% employer match about $128,949 at 4% or $85,966 at 6%.
2012151$4,651,099$450,794$8,839iApproximate average salary by contribution assumption: employee only about $220,977 at 4% or $147,318 at 6%; with 50% employer match about $147,318 at 4% or $98,212 at 6%; with 100% employer match about $110,489 at 4% or $73,659 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-51$4,651,099$450,794$8,839iApproximate average salary by contribution assumption: employee only about $220,977 at 4% or $147,318 at 6%; with 50% employer match about $147,318 at 4% or $98,212 at 6%; with 100% employer match about $110,489 at 4% or $73,659 at 6%.
2011152$3,793,536$268,014$5,154iApproximate average salary by contribution assumption: employee only about $128,853 at 4% or $85,902 at 6%; with 50% employer match about $85,902 at 4% or $57,268 at 6%; with 100% employer match about $64,426 at 4% or $42,951 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-52$3,793,536$268,014$5,154iApproximate average salary by contribution assumption: employee only about $128,853 at 4% or $85,902 at 6%; with 50% employer match about $85,902 at 4% or $57,268 at 6%; with 100% employer match about $64,426 at 4% or $42,951 at 6%.
2010150$3,653,439$283,664$5,673iApproximate average salary by contribution assumption: employee only about $141,832 at 4% or $94,555 at 6%; with 50% employer match about $94,555 at 4% or $63,036 at 6%; with 100% employer match about $70,916 at 4% or $47,277 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-50$3,653,439$283,664$5,673iApproximate average salary by contribution assumption: employee only about $141,832 at 4% or $94,555 at 6%; with 50% employer match about $94,555 at 4% or $63,036 at 6%; with 100% employer match about $70,916 at 4% or $47,277 at 6%.
2009154$3,101,987$308,101$5,706iApproximate average salary by contribution assumption: employee only about $142,639 at 4% or $95,093 at 6%; with 50% employer match about $95,093 at 4% or $63,395 at 6%; with 100% employer match about $71,320 at 4% or $47,546 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-54$3,101,987$308,101$5,706iApproximate average salary by contribution assumption: employee only about $142,639 at 4% or $95,093 at 6%; with 50% employer match about $95,093 at 4% or $63,395 at 6%; with 100% employer match about $71,320 at 4% or $47,546 at 6%.
2008131$2,282,792$315,809$10,187iApproximate average salary by contribution assumption: employee only about $254,685 at 4% or $169,790 at 6%; with 50% employer match about $169,790 at 4% or $113,193 at 6%; with 100% employer match about $127,342 at 4% or $84,895 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-31$2,282,792$315,809$10,187iApproximate average salary by contribution assumption: employee only about $254,685 at 4% or $169,790 at 6%; with 50% employer match about $169,790 at 4% or $113,193 at 6%; with 100% employer match about $127,342 at 4% or $84,895 at 6%.
2007128$0$0-
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-28---
2006132$2,521,888$310,449$9,702iApproximate average salary by contribution assumption: employee only about $242,538 at 4% or $161,692 at 6%; with 50% employer match about $161,692 at 4% or $107,795 at 6%; with 100% employer match about $121,269 at 4% or $80,846 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-32$2,521,888$310,449$9,702iApproximate average salary by contribution assumption: employee only about $242,538 at 4% or $161,692 at 6%; with 50% employer match about $161,692 at 4% or $107,795 at 6%; with 100% employer match about $121,269 at 4% or $80,846 at 6%.
2005129$2,020,609$335,679$11,575iApproximate average salary by contribution assumption: employee only about $289,378 at 4% or $192,919 at 6%; with 50% employer match about $192,919 at 4% or $128,613 at 6%; with 100% employer match about $144,689 at 4% or $96,459 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-29$2,020,609$335,679$11,575iApproximate average salary by contribution assumption: employee only about $289,378 at 4% or $192,919 at 6%; with 50% employer match about $192,919 at 4% or $128,613 at 6%; with 100% employer match about $144,689 at 4% or $96,459 at 6%.
2004130$1,646,455$264,588$8,820iApproximate average salary by contribution assumption: employee only about $220,490 at 4% or $146,993 at 6%; with 50% employer match about $146,993 at 4% or $97,996 at 6%; with 100% employer match about $110,245 at 4% or $73,497 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-30$1,646,455$264,588$8,820iApproximate average salary by contribution assumption: employee only about $220,490 at 4% or $146,993 at 6%; with 50% employer match about $146,993 at 4% or $97,996 at 6%; with 100% employer match about $110,245 at 4% or $73,497 at 6%.
2003129$1,272,254$186,262$6,423iApproximate average salary by contribution assumption: employee only about $160,571 at 4% or $107,047 at 6%; with 50% employer match about $107,047 at 4% or $71,365 at 6%; with 100% employer match about $80,285 at 4% or $53,524 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-29$1,272,254$186,262$6,423iApproximate average salary by contribution assumption: employee only about $160,571 at 4% or $107,047 at 6%; with 50% employer match about $107,047 at 4% or $71,365 at 6%; with 100% employer match about $80,285 at 4% or $53,524 at 6%.
2002131$951,687$200,979$6,483iApproximate average salary by contribution assumption: employee only about $162,080 at 4% or $108,053 at 6%; with 50% employer match about $108,053 at 4% or $72,035 at 6%; with 100% employer match about $81,040 at 4% or $54,027 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-31$951,687$200,979$6,483iApproximate average salary by contribution assumption: employee only about $162,080 at 4% or $108,053 at 6%; with 50% employer match about $108,053 at 4% or $72,035 at 6%; with 100% employer match about $81,040 at 4% or $54,027 at 6%.
2001129$0$0-
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-29---
2000133$857,465$187,880$5,693iApproximate average salary by contribution assumption: employee only about $142,333 at 4% or $94,889 at 6%; with 50% employer match about $94,889 at 4% or $63,259 at 6%; with 100% employer match about $71,167 at 4% or $47,444 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-33$857,465$187,880$5,693iApproximate average salary by contribution assumption: employee only about $142,333 at 4% or $94,889 at 6%; with 50% employer match about $94,889 at 4% or $63,259 at 6%; with 100% employer match about $71,167 at 4% or $47,444 at 6%.
1999136$847,431$155,294$4,314iApproximate average salary by contribution assumption: employee only about $107,843 at 4% or $71,895 at 6%; with 50% employer match about $71,895 at 4% or $47,930 at 6%; with 100% employer match about $53,922 at 4% or $35,948 at 6%.
Lesley, Thomas, Schwarz & Postma Inc. 401K Plan-36$847,431$155,294$4,314iApproximate average salary by contribution assumption: employee only about $107,843 at 4% or $71,895 at 6%; with 50% employer match about $71,895 at 4% or $47,930 at 6%; with 100% employer match about $53,922 at 4% or $35,948 at 6%.
Lesley, Thomas, Schwarz & Postma, I | EIN 95-3864890 | 2023 Form 5500 Company Profile