Civic Intelligence

Pappas & Lenzo

Plan context: Pappas & Lenzo Profit Sharing Keogh Plan

EIN 04-2792593 • Boston, MA • 20 filings • 4 plans

109 State St., Suite 404Boston, MA 02109
Current Snapshot

Latest Year

2013

2013 Participants

7

2013 Assets

$2,116,777

2013 Contributions

$100,000

Historical Graphs

Total Assets Over Time

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

$2,116,777$1,058,389$0199920062012YearValue
$2,116,777Latest year 2012

Participants Over Time

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

840199920062012YearValue
7Latest year 2012

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
201310$0$0-
Pappas & Lenzo Profit Sharing Keogh Plan-0$0--
201217$2,116,777$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
Pappas & Lenzo Profit Sharing Keogh Plan-7$2,116,777$100,000$14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%.
201116$1,819,814$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Pappas & Lenzo Profit Sharing Keogh Plan-6$1,819,814$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
201018$1,816,025$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Pappas & Lenzo Profit Sharing Keogh Plan-8$1,816,025$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200918$1,550,610$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Pappas & Lenzo Profit Sharing Keogh Plan-8$1,550,610$100,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200815$1,178,469$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Pappas & Lenzo Profit Sharing Keogh Plan-5$1,178,469$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200714$0$0-
Pappas & Lenzo Profit Sharing Keogh Plan-4---
200616$1,462,125$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Pappas & Lenzo Profit Sharing Keogh Plan-6$1,462,125$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
200516$1,213,212$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
Pappas & Lenzo Profit Sharing Keogh Plan-6$1,213,212$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
200416$1,086,041$101,179$16,863iApproximate average salary by contribution assumption: employee only about $421,579 at 4% or $281,053 at 6%; with 50% employer match about $281,053 at 4% or $187,369 at 6%; with 100% employer match about $210,790 at 4% or $140,526 at 6%.
Pappas & Lenzo Profit Sharing Keogh Plan-6$1,086,041$101,179$16,863iApproximate average salary by contribution assumption: employee only about $421,579 at 4% or $281,053 at 6%; with 50% employer match about $281,053 at 4% or $187,369 at 6%; with 100% employer match about $210,790 at 4% or $140,526 at 6%.
200326$890,696$110,080$18,347iApproximate average salary by contribution assumption: employee only about $458,667 at 4% or $305,778 at 6%; with 50% employer match about $305,778 at 4% or $203,852 at 6%; with 100% employer match about $229,333 at 4% or $152,889 at 6%.
Pappas & Lenzo Profit Sharing Keogh Plan-6$890,696$110,080$18,347iApproximate average salary by contribution assumption: employee only about $458,667 at 4% or $305,778 at 6%; with 50% employer match about $305,778 at 4% or $203,852 at 6%; with 100% employer match about $229,333 at 4% or $152,889 at 6%.
Pappas & Lenzo Money Purchase Pension Plan-0---
200227$603,876$117,135$16,734iApproximate average salary by contribution assumption: employee only about $418,339 at 4% or $278,893 at 6%; with 50% employer match about $278,893 at 4% or $185,929 at 6%; with 100% employer match about $209,170 at 4% or $139,446 at 6%.
Pappas & Lenzo Profit Sharing Keogh Plan-7$542,066$89,700$12,814iApproximate average salary by contribution assumption: employee only about $320,357 at 4% or $213,571 at 6%; with 50% employer match about $213,571 at 4% or $142,381 at 6%; with 100% employer match about $160,179 at 4% or $106,786 at 6%.
Pappas & Lenzo Money Purchase Pension Plan-7$61,810$27,435$3,919iApproximate average salary by contribution assumption: employee only about $97,982 at 4% or $65,321 at 6%; with 50% employer match about $65,321 at 4% or $43,548 at 6%; with 100% employer match about $48,991 at 4% or $32,661 at 6%.
200126$0$0-
Pappas & Lenzo Money Purchase Pension Plan-6---
Pappas & Lenzo Profit Sharing Keogh Plan-6---
200025$634,525$79,017$15,803iApproximate average salary by contribution assumption: employee only about $395,085 at 4% or $263,390 at 6%; with 50% employer match about $263,390 at 4% or $175,593 at 6%; with 100% employer match about $197,543 at 4% or $131,695 at 6%.
Pappas & Lenzo Profit Sharing Keogh Plan-5$610,302$65,245$13,049iApproximate average salary by contribution assumption: employee only about $326,225 at 4% or $217,483 at 6%; with 50% employer match about $217,483 at 4% or $144,989 at 6%; with 100% employer match about $163,113 at 4% or $108,742 at 6%.
Pappas & Lenzo Money Purchase Pension Plan-5$24,223$13,772$2,754iApproximate average salary by contribution assumption: employee only about $68,860 at 4% or $45,907 at 6%; with 50% employer match about $45,907 at 4% or $30,604 at 6%; with 100% employer match about $34,430 at 4% or $22,953 at 6%.
199925$649,169$81,362$16,272iApproximate average salary by contribution assumption: employee only about $406,810 at 4% or $271,207 at 6%; with 50% employer match about $271,207 at 4% or $180,804 at 6%; with 100% employer match about $203,405 at 4% or $135,603 at 6%.
Pappas & Lenzo Profit Sharing Keogh Plan-5$636,293$68,486$13,697iApproximate average salary by contribution assumption: employee only about $342,430 at 4% or $228,287 at 6%; with 50% employer match about $228,287 at 4% or $152,191 at 6%; with 100% employer match about $171,215 at 4% or $114,143 at 6%.
Pappas & Lenzo Money Purchase Pension Plan-5$12,876$12,876$2,575iApproximate average salary by contribution assumption: employee only about $64,380 at 4% or $42,920 at 6%; with 50% employer match about $42,920 at 4% or $28,613 at 6%; with 100% employer match about $32,190 at 4% or $21,460 at 6%.