Civic Intelligence

Bill E. Lum Agency Inc.

Plan context: Bill E. Lum Agency Inc. Profit Sharing Plan

EIN 04-3601638 • New Hyde Park, NY • 15 filings • 2 plans

44 Gratton StreetNew Hyde Park, NY 11040
Current Snapshot

Latest Year

2017

2017 Participants

4

2017 Assets

$1,599,493

2017 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,599,493$799,747$0200220102016YearValue
$1,599,493Latest year 2016

Participants Over Time

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

420200220102016YearValue
4Latest year 2016

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
201710$0$50,000-
Bill E. Lum Agency Inc. Profit Sharing Plan-0$0$50,000-
201614$1,599,493$50,000$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%.
Bill E. Lum Agency Inc. Profit Sharing Plan-4$1,599,493$50,000$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%.
201514$1,294,436$50,000$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%.
Bill E. Lum Agency Inc. Profit Sharing Plan-4$1,294,436$50,000$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%.
201414$1,287,746$50,000$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%.
Bill E. Lum Agency Inc. Profit Sharing Plan-4$1,287,746$50,000$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%.
201314$1,090,978$50,000$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%.
Bill E. Lum Agency Inc. Profit Sharing Plan-4$1,090,978$50,000$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%.
201214$907,379$50,000$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%.
Bill E. Lum Agency Inc. Profit Sharing Plan-4$907,379$50,000$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%.
201114$766,817$50,000$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%.
Bill E. Lum Agency Inc. Profit Sharing Plan-4$766,817$50,000$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%.
201014$641,493$50,000$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%.
Bill E. Lum Agency Inc. Profit Sharing Plan-4$641,493$50,000$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%.
200914$560,875$50,000$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%.
Bill E. Lum Agency Inc. Profit Sharing Plan-4$560,875$50,000$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%.
200813$404,766$50,000$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%.
Bill E. Lum Agency Inc. Profit Sharing Plan-3$404,766$50,000$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%.
200713$0$0-
Bill E. Lum Agency Inc. Profit Sharing Plan-3---
200513$347,686$50,000$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%.
Bill E. Lum Agency Inc. Profit Sharing Plan-3$347,686$50,000$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%.
200413$272,180$50,000$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%.
Bill E. Lum Agency Inc. Profit Sharing Plan-3$272,180$50,000$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%.
200313$206,978$58,035$19,345iApproximate average salary by contribution assumption: employee only about $483,625 at 4% or $322,417 at 6%; with 50% employer match about $322,417 at 4% or $214,944 at 6%; with 100% employer match about $241,813 at 4% or $161,208 at 6%.
Bill E. Lum Agency Inc. Profit Sharing Plan-3$206,978$58,035$19,345iApproximate average salary by contribution assumption: employee only about $483,625 at 4% or $322,417 at 6%; with 50% employer match about $322,417 at 4% or $214,944 at 6%; with 100% employer match about $241,813 at 4% or $161,208 at 6%.
200213$115,173$55,538$18,513iApproximate average salary by contribution assumption: employee only about $462,817 at 4% or $308,544 at 6%; with 50% employer match about $308,544 at 4% or $205,696 at 6%; with 100% employer match about $231,408 at 4% or $154,272 at 6%.
Bill E. Lum Agency Inc. Profit Sharing Plan-3$115,173$55,538$18,513iApproximate average salary by contribution assumption: employee only about $462,817 at 4% or $308,544 at 6%; with 50% employer match about $308,544 at 4% or $205,696 at 6%; with 100% employer match about $231,408 at 4% or $154,272 at 6%.