Litman Gerson & Co
Plan context: Litman Gerson & Co Profit Sharing Plan
EIN 04-3694095 • 8 filings • 3 plans
Current Snapshot
Latest Year
2007
2007 Participants
21
2007 Assets
$588,381
2007 Contributions
$55,230
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2007 | 1 | 0 | $0 | $0 | - |
| Litman Gerson & Co Profit Sharing Plan | - | 0 | - | - | - |
| 2006 | 1 | 21 | $588,381 | $55,230 | $2,630iApproximate average salary by contribution assumption: employee only about $65,750 at 4% or $43,833 at 6%; with 50% employer match about $43,833 at 4% or $29,222 at 6%; with 100% employer match about $32,875 at 4% or $21,917 at 6%. |
| Litman Gerson & Co Profit Sharing Plan | - | 21 | $588,381 | $55,230 | $2,630iApproximate average salary by contribution assumption: employee only about $65,750 at 4% or $43,833 at 6%; with 50% employer match about $43,833 at 4% or $29,222 at 6%; with 100% employer match about $32,875 at 4% or $21,917 at 6%. |
| 2005 | 1 | 9 | $506,563 | $0 | - |
| Litman Gerson & Co Profit Sharing Plan | - | 9 | $506,563 | - | - |
| 2004 | 1 | 11 | $420,450 | $0 | - |
| Litman Gerson & Co Profit Sharing Plan | - | 11 | $420,450 | - | - |
| 2003 | 1 | 11 | $395,838 | $20,000 | $1,818iApproximate average salary by contribution assumption: employee only about $45,455 at 4% or $30,303 at 6%; with 50% employer match about $30,303 at 4% or $20,202 at 6%; with 100% employer match about $22,727 at 4% or $15,152 at 6%. |
| Litman Gerson & Co Profit Sharing Plan | - | 11 | $395,838 | $20,000 | $1,818iApproximate average salary by contribution assumption: employee only about $45,455 at 4% or $30,303 at 6%; with 50% employer match about $30,303 at 4% or $20,202 at 6%; with 100% employer match about $22,727 at 4% or $15,152 at 6%. |
| 2002 | 1 | 6 | $309,222 | $30,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Litman Gerson & Co Profit Sharing Plan | - | 6 | $309,222 | $30,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2000 | 1 | 5 | $0 | $0 | - |
| Litman Gerson & Co Profit Sharing Plan | - | 5 | - | - | - |
| 1999 | 1 | 6 | $446,210 | $30,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Litman Gerson & Co Profit Sharing Plan | - | 6 | $446,210 | $30,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |