Civic Intelligence

Geraldine A. Lupoli, P.C.

Plan context: Geraldine a. Lupoli PC. Retirement Plan

EIN 06-1005254 • Orange, CT • 14 filings • 2 plans

325 Boston Post Road, Suite 1DOrange, CT 06477-3504
Current Snapshot

Latest Year

2013

2013 Participants

2

2013 Assets

$2,229,268

2013 Contributions

$35,000

Historical Graphs

Total Assets Over Time

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

$2,229,268$1,114,634$0200020062012YearValue
$2,229,268Latest year 2012

Participants Over Time

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

210200020062012YearValue
2Latest 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-
Geraldine a. Lupoli PC. Retirement Plan-0---
201212$2,229,268$0-
Geraldine a. Lupoli PC. Retirement Plan-2$2,229,268--
201112$2,163,845$0-
Geraldine a. Lupoli PC. Retirement Plan-2$2,163,845--
201012$1,897,076$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Geraldine a. Lupoli PC. Retirement Plan-2$1,897,076$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200912$1,545,018$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Geraldine a. Lupoli PC. Retirement Plan-2$1,545,018$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
200812$0$0-
Geraldine a. Lupoli PC. Retirement Plan-2---
200712$0$0-
Geraldine a. Lupoli PC. Retirement Plan-2---
200612$1,361,924$47,000$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
Geraldine a. Lupoli PC. Retirement Plan-2$1,361,924$47,000$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
200512$1,211,986$47,000$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
Geraldine a. Lupoli PC. Retirement Plan-2$1,211,986$47,000$23,500iApproximate average salary by contribution assumption: employee only about $587,500 at 4% or $391,667 at 6%; with 50% employer match about $391,667 at 4% or $261,111 at 6%; with 100% employer match about $293,750 at 4% or $195,833 at 6%.
200412$1,092,910$47,517$23,759iApproximate average salary by contribution assumption: employee only about $593,963 at 4% or $395,975 at 6%; with 50% employer match about $395,975 at 4% or $263,983 at 6%; with 100% employer match about $296,981 at 4% or $197,988 at 6%.
Geraldine a. Lupoli PC. Retirement Plan-2$1,092,910$47,517$23,759iApproximate average salary by contribution assumption: employee only about $593,963 at 4% or $395,975 at 6%; with 50% employer match about $395,975 at 4% or $263,983 at 6%; with 100% employer match about $296,981 at 4% or $197,988 at 6%.
200312$1,126,911$44,483$22,242iApproximate average salary by contribution assumption: employee only about $556,038 at 4% or $370,692 at 6%; with 50% employer match about $370,692 at 4% or $247,128 at 6%; with 100% employer match about $278,019 at 4% or $185,346 at 6%.
Geraldine a. Lupoli PC. Retirement Plan-2$1,126,911$44,483$22,242iApproximate average salary by contribution assumption: employee only about $556,038 at 4% or $370,692 at 6%; with 50% employer match about $370,692 at 4% or $247,128 at 6%; with 100% employer match about $278,019 at 4% or $185,346 at 6%.
200212$0$0-
Geraldine a. Lupoli PC. Retirement Plan-2---
200112$0$0-
Geraldine a. Lupoli PC. Retirement Plan-2---
200012$1,470,860$35,722$17,861iApproximate average salary by contribution assumption: employee only about $446,525 at 4% or $297,683 at 6%; with 50% employer match about $297,683 at 4% or $198,456 at 6%; with 100% employer match about $223,263 at 4% or $148,842 at 6%.
Geraldine a. Lupoli PC. Retirement Plan-2$1,470,860$35,722$17,861iApproximate average salary by contribution assumption: employee only about $446,525 at 4% or $297,683 at 6%; with 50% employer match about $297,683 at 4% or $198,456 at 6%; with 100% employer match about $223,263 at 4% or $148,842 at 6%.