Civic Intelligence
Filing

Lambda Research Optics Inc Savings & Retirement Plan

Lambda Research Optics Inc. • EIN 95-4331655 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Up

38 → 43

5 • 13.16%

Assets

Up

$313,902 → $458,832

$144,930 • 46.17%

Investment Management Fee

-

Admin expenses - • Total expenses $13,616

Filing Details

Context
Net investment result
$144,930
Pension payor EIN
39-1458576

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024159$6,154,526$321,381$5,447iApproximate average salary by contribution assumption: employee only about $136,178 at 4% or $90,786 at 6%; with 50% employer match about $90,786 at 4% or $60,524 at 6%; with 100% employer match about $68,089 at 4% or $45,393 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-59$6,154,526$321,381$5,447iApproximate average salary by contribution assumption: employee only about $136,178 at 4% or $90,786 at 6%; with 50% employer match about $90,786 at 4% or $60,524 at 6%; with 100% employer match about $68,089 at 4% or $45,393 at 6%.
2023160$6,279,670$319,874$5,331iApproximate average salary by contribution assumption: employee only about $133,281 at 4% or $88,854 at 6%; with 50% employer match about $88,854 at 4% or $59,236 at 6%; with 100% employer match about $66,640 at 4% or $44,427 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-60$6,279,670$319,874$5,331iApproximate average salary by contribution assumption: employee only about $133,281 at 4% or $88,854 at 6%; with 50% employer match about $88,854 at 4% or $59,236 at 6%; with 100% employer match about $66,640 at 4% or $44,427 at 6%.
2022156$5,126,552$279,305$4,988iApproximate average salary by contribution assumption: employee only about $124,690 at 4% or $83,126 at 6%; with 50% employer match about $83,126 at 4% or $55,418 at 6%; with 100% employer match about $62,345 at 4% or $41,563 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-56$5,126,552$279,305$4,988iApproximate average salary by contribution assumption: employee only about $124,690 at 4% or $83,126 at 6%; with 50% employer match about $83,126 at 4% or $55,418 at 6%; with 100% employer match about $62,345 at 4% or $41,563 at 6%.
2021162$6,193,983$231,730$3,738iApproximate average salary by contribution assumption: employee only about $93,440 at 4% or $62,293 at 6%; with 50% employer match about $62,293 at 4% or $41,529 at 6%; with 100% employer match about $46,720 at 4% or $31,147 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-62$6,193,983$231,730$3,738iApproximate average salary by contribution assumption: employee only about $93,440 at 4% or $62,293 at 6%; with 50% employer match about $62,293 at 4% or $41,529 at 6%; with 100% employer match about $46,720 at 4% or $31,147 at 6%.
2020162$5,296,380$210,434$3,394iApproximate average salary by contribution assumption: employee only about $84,852 at 4% or $56,568 at 6%; with 50% employer match about $56,568 at 4% or $37,712 at 6%; with 100% employer match about $42,426 at 4% or $28,284 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-62$5,296,380$210,434$3,394iApproximate average salary by contribution assumption: employee only about $84,852 at 4% or $56,568 at 6%; with 50% employer match about $56,568 at 4% or $37,712 at 6%; with 100% employer match about $42,426 at 4% or $28,284 at 6%.
2019161$4,649,620$214,685$3,519iApproximate average salary by contribution assumption: employee only about $87,986 at 4% or $58,657 at 6%; with 50% employer match about $58,657 at 4% or $39,105 at 6%; with 100% employer match about $43,993 at 4% or $29,329 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-61$4,649,620$214,685$3,519iApproximate average salary by contribution assumption: employee only about $87,986 at 4% or $58,657 at 6%; with 50% employer match about $58,657 at 4% or $39,105 at 6%; with 100% employer match about $43,993 at 4% or $29,329 at 6%.
2018159$3,704,216$229,037$3,882iApproximate average salary by contribution assumption: employee only about $97,050 at 4% or $64,700 at 6%; with 50% employer match about $64,700 at 4% or $43,133 at 6%; with 100% employer match about $48,525 at 4% or $32,350 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-59$3,704,216$229,037$3,882iApproximate average salary by contribution assumption: employee only about $97,050 at 4% or $64,700 at 6%; with 50% employer match about $64,700 at 4% or $43,133 at 6%; with 100% employer match about $48,525 at 4% or $32,350 at 6%.
2017138$3,766,813$180,573$4,752iApproximate average salary by contribution assumption: employee only about $118,798 at 4% or $79,199 at 6%; with 50% employer match about $79,199 at 4% or $52,799 at 6%; with 100% employer match about $59,399 at 4% or $39,599 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-38$3,766,813$180,573$4,752iApproximate average salary by contribution assumption: employee only about $118,798 at 4% or $79,199 at 6%; with 50% employer match about $79,199 at 4% or $52,799 at 6%; with 100% employer match about $59,399 at 4% or $39,599 at 6%.
2016139$3,194,104$183,829$4,714iApproximate average salary by contribution assumption: employee only about $117,839 at 4% or $78,559 at 6%; with 50% employer match about $78,559 at 4% or $52,373 at 6%; with 100% employer match about $58,920 at 4% or $39,280 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-39$3,194,104$183,829$4,714iApproximate average salary by contribution assumption: employee only about $117,839 at 4% or $78,559 at 6%; with 50% employer match about $78,559 at 4% or $52,373 at 6%; with 100% employer match about $58,920 at 4% or $39,280 at 6%.
2015140$2,864,178$162,142$4,054iApproximate average salary by contribution assumption: employee only about $101,339 at 4% or $67,559 at 6%; with 50% employer match about $67,559 at 4% or $45,039 at 6%; with 100% employer match about $50,669 at 4% or $33,780 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-40$2,864,178$162,142$4,054iApproximate average salary by contribution assumption: employee only about $101,339 at 4% or $67,559 at 6%; with 50% employer match about $67,559 at 4% or $45,039 at 6%; with 100% employer match about $50,669 at 4% or $33,780 at 6%.
2014138$2,826,426$140,123$3,687iApproximate average salary by contribution assumption: employee only about $92,186 at 4% or $61,457 at 6%; with 50% employer match about $61,457 at 4% or $40,972 at 6%; with 100% employer match about $46,093 at 4% or $30,729 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-38$2,826,426$140,123$3,687iApproximate average salary by contribution assumption: employee only about $92,186 at 4% or $61,457 at 6%; with 50% employer match about $61,457 at 4% or $40,972 at 6%; with 100% employer match about $46,093 at 4% or $30,729 at 6%.
2013141$2,553,023$128,020$3,122iApproximate average salary by contribution assumption: employee only about $78,061 at 4% or $52,041 at 6%; with 50% employer match about $52,041 at 4% or $34,694 at 6%; with 100% employer match about $39,030 at 4% or $26,020 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-41$2,553,023$128,020$3,122iApproximate average salary by contribution assumption: employee only about $78,061 at 4% or $52,041 at 6%; with 50% employer match about $52,041 at 4% or $34,694 at 6%; with 100% employer match about $39,030 at 4% or $26,020 at 6%.
2012145$2,106,748$117,408$2,609iApproximate average salary by contribution assumption: employee only about $65,227 at 4% or $43,484 at 6%; with 50% employer match about $43,484 at 4% or $28,990 at 6%; with 100% employer match about $32,613 at 4% or $21,742 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-45$2,106,748$117,408$2,609iApproximate average salary by contribution assumption: employee only about $65,227 at 4% or $43,484 at 6%; with 50% employer match about $43,484 at 4% or $28,990 at 6%; with 100% employer match about $32,613 at 4% or $21,742 at 6%.
2011147$1,902,185$131,090$2,789iApproximate average salary by contribution assumption: employee only about $69,729 at 4% or $46,486 at 6%; with 50% employer match about $46,486 at 4% or $30,991 at 6%; with 100% employer match about $34,864 at 4% or $23,243 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-47$1,902,185$131,090$2,789iApproximate average salary by contribution assumption: employee only about $69,729 at 4% or $46,486 at 6%; with 50% employer match about $46,486 at 4% or $30,991 at 6%; with 100% employer match about $34,864 at 4% or $23,243 at 6%.
2010154$2,016,171$129,726$2,402iApproximate average salary by contribution assumption: employee only about $60,058 at 4% or $40,039 at 6%; with 50% employer match about $40,039 at 4% or $26,693 at 6%; with 100% employer match about $30,029 at 4% or $20,019 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-54$2,016,171$129,726$2,402iApproximate average salary by contribution assumption: employee only about $60,058 at 4% or $40,039 at 6%; with 50% employer match about $40,039 at 4% or $26,693 at 6%; with 100% employer match about $30,029 at 4% or $20,019 at 6%.
2009161$1,855,063$138,432$2,269iApproximate average salary by contribution assumption: employee only about $56,734 at 4% or $37,823 at 6%; with 50% employer match about $37,823 at 4% or $25,215 at 6%; with 100% employer match about $28,367 at 4% or $18,911 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-61$1,855,063$138,432$2,269iApproximate average salary by contribution assumption: employee only about $56,734 at 4% or $37,823 at 6%; with 50% employer match about $37,823 at 4% or $25,215 at 6%; with 100% employer match about $28,367 at 4% or $18,911 at 6%.
2008158$1,610,634$279,879$4,826iApproximate average salary by contribution assumption: employee only about $120,638 at 4% or $80,425 at 6%; with 50% employer match about $80,425 at 4% or $53,617 at 6%; with 100% employer match about $60,319 at 4% or $40,213 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-58$1,610,634$279,879$4,826iApproximate average salary by contribution assumption: employee only about $120,638 at 4% or $80,425 at 6%; with 50% employer match about $80,425 at 4% or $53,617 at 6%; with 100% employer match about $60,319 at 4% or $40,213 at 6%.
2007168$0$0-
Lambda Research Optics Inc. Savings and Retirement Plan-68---
2006168$1,906,572$302,855$4,454iApproximate average salary by contribution assumption: employee only about $111,344 at 4% or $74,229 at 6%; with 50% employer match about $74,229 at 4% or $49,486 at 6%; with 100% employer match about $55,672 at 4% or $37,115 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-68$1,906,572$302,855$4,454iApproximate average salary by contribution assumption: employee only about $111,344 at 4% or $74,229 at 6%; with 50% employer match about $74,229 at 4% or $49,486 at 6%; with 100% employer match about $55,672 at 4% or $37,115 at 6%.
2005165$1,542,324$272,068$4,186iApproximate average salary by contribution assumption: employee only about $104,642 at 4% or $69,761 at 6%; with 50% employer match about $69,761 at 4% or $46,507 at 6%; with 100% employer match about $52,321 at 4% or $34,881 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-65$1,542,324$272,068$4,186iApproximate average salary by contribution assumption: employee only about $104,642 at 4% or $69,761 at 6%; with 50% employer match about $69,761 at 4% or $46,507 at 6%; with 100% employer match about $52,321 at 4% or $34,881 at 6%.
2004167$1,343,240$278,120$4,151iApproximate average salary by contribution assumption: employee only about $103,776 at 4% or $69,184 at 6%; with 50% employer match about $69,184 at 4% or $46,123 at 6%; with 100% employer match about $51,888 at 4% or $34,592 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-67$1,343,240$278,120$4,151iApproximate average salary by contribution assumption: employee only about $103,776 at 4% or $69,184 at 6%; with 50% employer match about $69,184 at 4% or $46,123 at 6%; with 100% employer match about $51,888 at 4% or $34,592 at 6%.
2003177$1,050,294$237,491$3,084iApproximate average salary by contribution assumption: employee only about $77,107 at 4% or $51,405 at 6%; with 50% employer match about $51,405 at 4% or $34,270 at 6%; with 100% employer match about $38,554 at 4% or $25,702 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-77$1,050,294$237,491$3,084iApproximate average salary by contribution assumption: employee only about $77,107 at 4% or $51,405 at 6%; with 50% employer match about $51,405 at 4% or $34,270 at 6%; with 100% employer match about $38,554 at 4% or $25,702 at 6%.
2002165$710,937$268,978$4,138iApproximate average salary by contribution assumption: employee only about $103,453 at 4% or $68,969 at 6%; with 50% employer match about $68,969 at 4% or $45,979 at 6%; with 100% employer match about $51,727 at 4% or $34,484 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-65$710,937$268,978$4,138iApproximate average salary by contribution assumption: employee only about $103,453 at 4% or $68,969 at 6%; with 50% employer match about $68,969 at 4% or $45,979 at 6%; with 100% employer match about $51,727 at 4% or $34,484 at 6%.
2001160$700,839$313,406$5,223iApproximate average salary by contribution assumption: employee only about $130,586 at 4% or $87,057 at 6%; with 50% employer match about $87,057 at 4% or $58,038 at 6%; with 100% employer match about $65,293 at 4% or $43,529 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-60$700,839$313,406$5,223iApproximate average salary by contribution assumption: employee only about $130,586 at 4% or $87,057 at 6%; with 50% employer match about $87,057 at 4% or $58,038 at 6%; with 100% employer match about $65,293 at 4% or $43,529 at 6%.
2000143$458,832$245,055$5,699iApproximate average salary by contribution assumption: employee only about $142,474 at 4% or $94,983 at 6%; with 50% employer match about $94,983 at 4% or $63,322 at 6%; with 100% employer match about $71,237 at 4% or $47,491 at 6%.
Lambda Research Optics Inc. Savings and Retirement PlanCurrent43$458,832$245,055$5,699iApproximate average salary by contribution assumption: employee only about $142,474 at 4% or $94,983 at 6%; with 50% employer match about $94,983 at 4% or $63,322 at 6%; with 100% employer match about $71,237 at 4% or $47,491 at 6%.
1999138$313,902$123,979$3,263iApproximate average salary by contribution assumption: employee only about $81,565 at 4% or $54,377 at 6%; with 50% employer match about $54,377 at 4% or $36,251 at 6%; with 100% employer match about $40,783 at 4% or $27,188 at 6%.
Lambda Research Optics Inc. Savings and Retirement Plan-38$313,902$123,979$3,263iApproximate average salary by contribution assumption: employee only about $81,565 at 4% or $54,377 at 6%; with 50% employer match about $54,377 at 4% or $36,251 at 6%; with 100% employer match about $40,783 at 4% or $27,188 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$458,832$144,930 change

Balance Sheet

Beginning and end of plan year.

Total assets$313,902$458,832Increase +$144,930 (46.17%)
Total liabilities$0$0No change $0
Net assets$313,902$458,832Increase +$144,930 (46.17%)

Contributions

Employer contributions$157,318
Participant contributions$87,737
Other contributions$0

Income & Expenses

Total income$158,546
Total expenses$13,616
Net income$144,930
Source fields
Schedule I source fields
Filing Id
84037014104022
Schedule I EIN
95-4331655
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$313,902
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$313,902
Small plan total assets at end of year
$458,832
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$458,832
Small plan employer contributions
$157,318
Small plan participant contributions
$87,737
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-86,509
Small plan total income
$158,546
Small plan total benefit distributions
$525
Small Corrective Distribution Amount
$13,091
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$13,616
Small plan net income or loss
$144,930
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$7,107
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$40,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN39-1458576

Transfers

Distributed property value$0
Schedule R source fields
Payor 39-1458576
Filing Id
84037014104022
Schedule R EIN
95-4331655
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2000-01-01
Schedule R Tax Period
20001231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
39-1458576
Pension Bnft Distribution Sngl Sum Count
1
Pension Elec Satisfy Code 412 Indicator
3
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0