Current Snapshot
Latest Year
2006
2006 Participants
2
2006 Assets
$18,979
2006 Contributions
$7,452
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 0 | $0 | $0 | - |
| Lum & Assoc. Inc. 401K Plan | - | 0 | - | - | - |
| 2005 | 1 | 2 | $18,979 | $7,452 | $3,726iApproximate average salary by contribution assumption: employee only about $93,150 at 4% or $62,100 at 6%; with 50% employer match about $62,100 at 4% or $41,400 at 6%; with 100% employer match about $46,575 at 4% or $31,050 at 6%. |
| Lum & Assoc. Inc. 401K Plan | - | 2 | $18,979 | $7,452 | $3,726iApproximate average salary by contribution assumption: employee only about $93,150 at 4% or $62,100 at 6%; with 50% employer match about $62,100 at 4% or $41,400 at 6%; with 100% employer match about $46,575 at 4% or $31,050 at 6%. |
| 2004 | 1 | 5 | $75,103 | $9,636 | $1,927iApproximate average salary by contribution assumption: employee only about $48,180 at 4% or $32,120 at 6%; with 50% employer match about $32,120 at 4% or $21,413 at 6%; with 100% employer match about $24,090 at 4% or $16,060 at 6%. |
| Lum & Assoc. Inc. 401K Plan | - | 5 | $75,103 | $9,636 | $1,927iApproximate average salary by contribution assumption: employee only about $48,180 at 4% or $32,120 at 6%; with 50% employer match about $32,120 at 4% or $21,413 at 6%; with 100% employer match about $24,090 at 4% or $16,060 at 6%. |
| 2003 | 1 | 5 | $59,796 | $10,001 | $2,000iApproximate average salary by contribution assumption: employee only about $50,005 at 4% or $33,337 at 6%; with 50% employer match about $33,337 at 4% or $22,224 at 6%; with 100% employer match about $25,003 at 4% or $16,668 at 6%. |
| Lum & Assoc. Inc. 401K Plan | - | 5 | $59,796 | $10,001 | $2,000iApproximate average salary by contribution assumption: employee only about $50,005 at 4% or $33,337 at 6%; with 50% employer match about $33,337 at 4% or $22,224 at 6%; with 100% employer match about $25,003 at 4% or $16,668 at 6%. |
| 2002 | 1 | 5 | $40,664 | $12,981 | $2,596iApproximate average salary by contribution assumption: employee only about $64,905 at 4% or $43,270 at 6%; with 50% employer match about $43,270 at 4% or $28,847 at 6%; with 100% employer match about $32,452 at 4% or $21,635 at 6%. |
| Lum & Assoc. Inc. 401K Plan | - | 5 | $40,664 | $12,981 | $2,596iApproximate average salary by contribution assumption: employee only about $64,905 at 4% or $43,270 at 6%; with 50% employer match about $43,270 at 4% or $28,847 at 6%; with 100% employer match about $32,452 at 4% or $21,635 at 6%. |
| 2001 | 1 | 6 | $54,413 | $37,415 | $6,236iApproximate average salary by contribution assumption: employee only about $155,896 at 4% or $103,931 at 6%; with 50% employer match about $103,931 at 4% or $69,287 at 6%; with 100% employer match about $77,948 at 4% or $51,965 at 6%. |
| Lum & Assoc. Inc. 401K Plan | - | 6 | $54,413 | $37,415 | $6,236iApproximate average salary by contribution assumption: employee only about $155,896 at 4% or $103,931 at 6%; with 50% employer match about $103,931 at 4% or $69,287 at 6%; with 100% employer match about $77,948 at 4% or $51,965 at 6%. |
| 2000 | 1 | 10 | $31,481 | $37,124 | $3,712iApproximate average salary by contribution assumption: employee only about $92,810 at 4% or $61,873 at 6%; with 50% employer match about $61,873 at 4% or $41,249 at 6%; with 100% employer match about $46,405 at 4% or $30,937 at 6%. |
| Lum & Assoc. Inc. 401K Plan | - | 10 | $31,481 | $37,124 | $3,712iApproximate average salary by contribution assumption: employee only about $92,810 at 4% or $61,873 at 6%; with 50% employer match about $61,873 at 4% or $41,249 at 6%; with 100% employer match about $46,405 at 4% or $30,937 at 6%. |