Civic Intelligence

Lundgren Management Corp.

Plan context: Lundgren Management 401(K) Plan

EIN 95-4857213 • Valencia, CA • 22 filings • 3 plans

27079 Littlefield DriveValencia, CA 91354
Current Snapshot

Latest Year

2023

2023 Participants

25

2023 Assets

$3,306,430

2023 Contributions

$7,818

Historical Graphs

Total Assets Over Time

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

$7,350,729$3,675,365$0200220132022YearValue
$3,306,430Latest year 2022

Participants Over Time

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

46230200220132022YearValue
25Latest 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$7,818-
Lundgren Management 401(K) Plan-0$0$7,818-
2022125$3,306,430$193,488$7,740iApproximate average salary by contribution assumption: employee only about $193,488 at 4% or $128,992 at 6%; with 50% employer match about $128,992 at 4% or $85,995 at 6%; with 100% employer match about $96,744 at 4% or $64,496 at 6%.
Lundgren Management 401(K) Plan-25$3,306,430$193,488$7,740iApproximate average salary by contribution assumption: employee only about $193,488 at 4% or $128,992 at 6%; with 50% employer match about $128,992 at 4% or $85,995 at 6%; with 100% employer match about $96,744 at 4% or $64,496 at 6%.
2021134$7,350,729$309,755$9,110iApproximate average salary by contribution assumption: employee only about $227,761 at 4% or $151,841 at 6%; with 50% employer match about $151,841 at 4% or $101,227 at 6%; with 100% employer match about $113,881 at 4% or $75,920 at 6%.
Lundgren Management 401(K) Plan-34$7,350,729$309,755$9,110iApproximate average salary by contribution assumption: employee only about $227,761 at 4% or $151,841 at 6%; with 50% employer match about $151,841 at 4% or $101,227 at 6%; with 100% employer match about $113,881 at 4% or $75,920 at 6%.
2020138$6,461,685$494,185$13,005iApproximate average salary by contribution assumption: employee only about $325,122 at 4% or $216,748 at 6%; with 50% employer match about $216,748 at 4% or $144,499 at 6%; with 100% employer match about $162,561 at 4% or $108,374 at 6%.
Lundgren Management 401(K) Plan-38$6,461,685$494,185$13,005iApproximate average salary by contribution assumption: employee only about $325,122 at 4% or $216,748 at 6%; with 50% employer match about $216,748 at 4% or $144,499 at 6%; with 100% employer match about $162,561 at 4% or $108,374 at 6%.
2019135$5,709,706$432,439$12,355iApproximate average salary by contribution assumption: employee only about $308,885 at 4% or $205,923 at 6%; with 50% employer match about $205,923 at 4% or $137,282 at 6%; with 100% employer match about $154,443 at 4% or $102,962 at 6%.
Lundgren Management 401(K) Plan-35$5,709,706$432,439$12,355iApproximate average salary by contribution assumption: employee only about $308,885 at 4% or $205,923 at 6%; with 50% employer match about $205,923 at 4% or $137,282 at 6%; with 100% employer match about $154,443 at 4% or $102,962 at 6%.
2018128$4,282,608$320,983$11,464iApproximate average salary by contribution assumption: employee only about $286,592 at 4% or $191,061 at 6%; with 50% employer match about $191,061 at 4% or $127,374 at 6%; with 100% employer match about $143,296 at 4% or $95,531 at 6%.
Lundgren Management 401(K) Plan-28$4,282,608$320,983$11,464iApproximate average salary by contribution assumption: employee only about $286,592 at 4% or $191,061 at 6%; with 50% employer match about $191,061 at 4% or $127,374 at 6%; with 100% employer match about $143,296 at 4% or $95,531 at 6%.
2017136$4,699,280$345,072$9,585iApproximate average salary by contribution assumption: employee only about $239,633 at 4% or $159,756 at 6%; with 50% employer match about $159,756 at 4% or $106,504 at 6%; with 100% employer match about $119,817 at 4% or $79,878 at 6%.
Lundgren Management 401(K) Plan-36$4,699,280$345,072$9,585iApproximate average salary by contribution assumption: employee only about $239,633 at 4% or $159,756 at 6%; with 50% employer match about $159,756 at 4% or $106,504 at 6%; with 100% employer match about $119,817 at 4% or $79,878 at 6%.
2016133$3,668,601$263,395$7,982iApproximate average salary by contribution assumption: employee only about $199,542 at 4% or $133,028 at 6%; with 50% employer match about $133,028 at 4% or $88,685 at 6%; with 100% employer match about $99,771 at 4% or $66,514 at 6%.
Lundgren Management 401(K) Plan-33$3,668,601$263,395$7,982iApproximate average salary by contribution assumption: employee only about $199,542 at 4% or $133,028 at 6%; with 50% employer match about $133,028 at 4% or $88,685 at 6%; with 100% employer match about $99,771 at 4% or $66,514 at 6%.
2015135$3,374,404$247,094$7,060iApproximate average salary by contribution assumption: employee only about $176,496 at 4% or $117,664 at 6%; with 50% employer match about $117,664 at 4% or $78,443 at 6%; with 100% employer match about $88,248 at 4% or $58,832 at 6%.
Lundgren Management 401(K) Plan-35$3,374,404$247,094$7,060iApproximate average salary by contribution assumption: employee only about $176,496 at 4% or $117,664 at 6%; with 50% employer match about $117,664 at 4% or $78,443 at 6%; with 100% employer match about $88,248 at 4% or $58,832 at 6%.
2014130$3,332,174$312,358$10,412iApproximate average salary by contribution assumption: employee only about $260,298 at 4% or $173,532 at 6%; with 50% employer match about $173,532 at 4% or $115,688 at 6%; with 100% employer match about $130,149 at 4% or $86,766 at 6%.
Lundgren Management 401(K) Plan-30$3,332,174$312,358$10,412iApproximate average salary by contribution assumption: employee only about $260,298 at 4% or $173,532 at 6%; with 50% employer match about $173,532 at 4% or $115,688 at 6%; with 100% employer match about $130,149 at 4% or $86,766 at 6%.
2013132$3,124,402$296,401$9,263iApproximate average salary by contribution assumption: employee only about $231,563 at 4% or $154,376 at 6%; with 50% employer match about $154,376 at 4% or $102,917 at 6%; with 100% employer match about $115,782 at 4% or $77,188 at 6%.
Lundgren Management 401(K) Plan-32$3,124,402$296,401$9,263iApproximate average salary by contribution assumption: employee only about $231,563 at 4% or $154,376 at 6%; with 50% employer match about $154,376 at 4% or $102,917 at 6%; with 100% employer match about $115,782 at 4% or $77,188 at 6%.
2012130$2,337,084$311,742$10,391iApproximate average salary by contribution assumption: employee only about $259,785 at 4% or $173,190 at 6%; with 50% employer match about $173,190 at 4% or $115,460 at 6%; with 100% employer match about $129,893 at 4% or $86,595 at 6%.
Lundgren Management 401(K) Plan-30$2,337,084$311,742$10,391iApproximate average salary by contribution assumption: employee only about $259,785 at 4% or $173,190 at 6%; with 50% employer match about $173,190 at 4% or $115,460 at 6%; with 100% employer match about $129,893 at 4% or $86,595 at 6%.
2011134$1,968,135$193,894$5,703iApproximate average salary by contribution assumption: employee only about $142,569 at 4% or $95,046 at 6%; with 50% employer match about $95,046 at 4% or $63,364 at 6%; with 100% employer match about $71,285 at 4% or $47,523 at 6%.
Lundgren Management 401(K) Plan-34$1,968,135$193,894$5,703iApproximate average salary by contribution assumption: employee only about $142,569 at 4% or $95,046 at 6%; with 50% employer match about $95,046 at 4% or $63,364 at 6%; with 100% employer match about $71,285 at 4% or $47,523 at 6%.
2010138$2,015,745$210,778$5,547iApproximate average salary by contribution assumption: employee only about $138,670 at 4% or $92,446 at 6%; with 50% employer match about $92,446 at 4% or $61,631 at 6%; with 100% employer match about $69,335 at 4% or $46,223 at 6%.
Lundgren Management 401(K) Plan-38$2,015,745$210,778$5,547iApproximate average salary by contribution assumption: employee only about $138,670 at 4% or $92,446 at 6%; with 50% employer match about $92,446 at 4% or $61,631 at 6%; with 100% employer match about $69,335 at 4% or $46,223 at 6%.
2009138$1,939,215$324,963$8,552iApproximate average salary by contribution assumption: employee only about $213,791 at 4% or $142,528 at 6%; with 50% employer match about $142,528 at 4% or $95,018 at 6%; with 100% employer match about $106,896 at 4% or $71,264 at 6%.
Lundgren Management 401(K) Plan-38$1,939,215$324,963$8,552iApproximate average salary by contribution assumption: employee only about $213,791 at 4% or $142,528 at 6%; with 50% employer match about $142,528 at 4% or $95,018 at 6%; with 100% employer match about $106,896 at 4% or $71,264 at 6%.
2008146$1,322,042$411,660$8,949iApproximate average salary by contribution assumption: employee only about $223,728 at 4% or $149,152 at 6%; with 50% employer match about $149,152 at 4% or $99,435 at 6%; with 100% employer match about $111,864 at 4% or $74,576 at 6%.
Lundgren Management 401(K) Plan-46$1,322,042$411,660$8,949iApproximate average salary by contribution assumption: employee only about $223,728 at 4% or $149,152 at 6%; with 50% employer match about $149,152 at 4% or $99,435 at 6%; with 100% employer match about $111,864 at 4% or $74,576 at 6%.
2007140$0$0-
Lundgren Management 401(K) Plan-40---
200610$0$0-
Lundgren Management 401(K) Plan-0---
2005137$700,403$312,407$8,443iApproximate average salary by contribution assumption: employee only about $211,086 at 4% or $140,724 at 6%; with 50% employer match about $140,724 at 4% or $93,816 at 6%; with 100% employer match about $105,543 at 4% or $70,362 at 6%.
Lundgren Management 401(K) Plan-37$700,403$312,407$8,443iApproximate average salary by contribution assumption: employee only about $211,086 at 4% or $140,724 at 6%; with 50% employer match about $140,724 at 4% or $93,816 at 6%; with 100% employer match about $105,543 at 4% or $70,362 at 6%.
2004143$377,446$150,036$3,489iApproximate average salary by contribution assumption: employee only about $87,230 at 4% or $58,153 at 6%; with 50% employer match about $58,153 at 4% or $38,769 at 6%; with 100% employer match about $43,615 at 4% or $29,077 at 6%.
Lundgren Management 401(K) Plan-43$377,446$150,036$3,489iApproximate average salary by contribution assumption: employee only about $87,230 at 4% or $58,153 at 6%; with 50% employer match about $58,153 at 4% or $38,769 at 6%; with 100% employer match about $43,615 at 4% or $29,077 at 6%.
2003120$328,514$112,984$5,649iApproximate average salary by contribution assumption: employee only about $141,230 at 4% or $94,153 at 6%; with 50% employer match about $94,153 at 4% or $62,769 at 6%; with 100% employer match about $70,615 at 4% or $47,077 at 6%.
Lundgren Management 401(K) Plan-20$328,514$112,984$5,649iApproximate average salary by contribution assumption: employee only about $141,230 at 4% or $94,153 at 6%; with 50% employer match about $94,153 at 4% or $62,769 at 6%; with 100% employer match about $70,615 at 4% or $47,077 at 6%.
2002115$170,727$94,835$6,322iApproximate average salary by contribution assumption: employee only about $158,058 at 4% or $105,372 at 6%; with 50% employer match about $105,372 at 4% or $70,248 at 6%; with 100% employer match about $79,029 at 4% or $52,686 at 6%.
Lundgren Management 401(K) Plan-15$170,727$94,835$6,322iApproximate average salary by contribution assumption: employee only about $158,058 at 4% or $105,372 at 6%; with 50% employer match about $105,372 at 4% or $70,248 at 6%; with 100% employer match about $79,029 at 4% or $52,686 at 6%.
Lundgren Management Corp. | EIN 95-4857213 | 2023 Form 5500 Company Profile